Finance Systems Analyst

At ActiveCampaign, a Finance Systems Analyst is responsible for managing the Finance ERP, specifically Workday Adaptive Planning. This involves optimizing the Adaptive instance, maintaining data integrity, building financial models, and providing user training to the finance team. By enhancing forecasting techniques and ensuring alignment with other financial systems, this role is integral in driving informed financial decisions.

To be considered for the Finance Systems Analyst role at ActiveCampaign, applicants should possess a Bachelor’s degree in Finance, Business Administration, or a related field. Additionally, 2-3 years of experience with finance systems such as Adaptive Insights or Pigment is crucial, along with strong analytical skills, attention to detail, and a desire to improve forecasting techniques.

A Finance Systems Analyst at ActiveCampaign primarily uses Workday Adaptive Planning as their finance ERP. They may also work with financial reporting tools such as Intacct and other cloud-based applications to ensure data accuracy and integrity across financial systems. Familiarity with Google Sheets for financial modeling is also beneficial.

While the Finance Systems Analyst position at ActiveCampaign is preferred to be based in Chicago, the company is open to remote candidates. This flexibility allows you to join a great team from various locations while contributing to their innovative finance operations.

At ActiveCampaign, Finance Systems Analysts are encouraged to explore their career growth opportunities within the company. With access to professional development resources through LinkedIn Learning and eligibility for a four-week paid sabbatical leave after five years of service, employees can continually invest in their skills and career progression in finance and beyond.

ActiveCampaign fosters an inclusive culture that celebrates diversity across all roles, including the Finance Systems Analyst position. This commitment is reflected in their Employee Resource Groups (ERGs), which create opportunities for mentorship, professional growth, and a sense of belonging. ActiveCampaign not only embraces diverse voices but believes they empower innovation and success.

Key responsibilities of a Finance Systems Analyst at ActiveCampaign include managing the Adaptive instance for optimal performance, ensuring data integrity in financial reporting, building financial models to enhance forecasting, providing user training for effective system use, and troubleshooting system issues. These tasks are essential in contributing to the overall financial health of the company.

When answering this question, highlight specific projects where you used Workday Adaptive Planning, detailing the challenges faced, the solutions you implemented, and the outcomes achieved. Emphasize your ability to optimize the system and improve financial reporting.

To ensure accuracy in financial reporting, discuss techniques such as regular data audits, validation checks, and collaboration with other finance systems to maintain data integrity. Mention specific tools or processes you have used.

Provide an example of how you identified an enhancement opportunity in a financial system, explaining the steps you took to implement changes and the benefits realized post-implementation. Focus on your analytical skills and proactive attitude.

When answering this, talk about your time management strategies. For example, explain how you assess project urgency and importance, and any tools you use to keep track of your deliverables to ensure on-time completion.

Discuss your training approach, which could include hands-on workshops, creating user guides, or ongoing support for team members. Highlight your ability to communicate complex information clearly and effectively.

Describe your problem-solving approach. Start by investigating the root cause of the discrepancy, collaborating with relevant teams to identify solutions, and implementing corrective actions while ensuring compliance with standards.

Mention resources such as finance websites, industry conferences, webinars, and networking with peers. Discuss how staying updated helps you bring innovative ideas and best practices to your role.

Discuss specific examples of financial models you’ve built, particularly focusing on your transition from spreadsheets to systems like Adaptive. Highlight the complexity and usefulness of these models in aiding strategic decisions.

Explain your systematic approach to troubleshooting, which may involve gathering information, replicating the issue, and communicating effectively with third-party support. Providing clear documentation of issues can enhance the troubleshooting process.

Reflect on what attracts you to the position, such as ActiveCampaign's commitment to innovation, their diverse culture, and your passion for finance systems. Express how your values align with the company mission and the impact you hope to make.