Job Description

Job Description

Job Title: Financial Systems Analyst Pay Information: Exempt - $100,000 - $120,000 per year Location: Remote first work environment with occasional in office meetings. Must live in Pacific or Central time zone.
Who we are:
The California Dental Association is a membership organization that represents 27,000 of the state’s best and brightest dental professionals and champions the oral health of the communities they serve. As the largest state dental association in the U.S., CDA delivers remarkable advocacy initiatives, fierce protection, innovative education and expert guidance to our members. Founded in 1870, CDA has innovated and grown into a family of companies that includes the association, The Dentists Insurance Company (TDIC), TDIC Insurance Solutions, Rotunda Partners and the CDA Foundation.

The largest of our subsidiaries, TDIC, is an insurance company founded in 1980 by a small group of California Dental Association members in response to skyrocketing malpractice premiums that impacted dentists’ ability to practice productively and patients’ ability to access care. Since that time, we’ve grown to protect 24,000+ policyholders across 15 states with a comprehensive suite of dentist-centric insurance products and risk management tools. With this singular focus and the unparallelled expertise of people who understand dentistry, we’ve earned the trust of our community.

Collectively, we’re a mission-driven organization that’s here to empower our members and support their practices, dental teams, profession and patients. By making today easier and tomorrow better for dentists, our employees make a meaningful and direct impact on the health of others.

At CDA we seek out, welcome and invest in talented individuals across unique specialties and prioritize diversity in our hiring practices. We know our employees are integral to our success, and we value their individual talents while encouraging a collaborative, inclusive, respectful and forward-thinking culture. We’re proud to be recognized as a Best Place to Work for factors like our people practices, work environment and trust in senior leaders.

CDA’s finance department is a high-performing and service-oriented team of professionals who support all of CDA’s companies. We manage the financial health and integrity of $500 million in invested assets and $150 million in annual revenues. We value continuous improvement, a commitment to getting it right, and a growth mindset. Our team members have the opportunity to contribute to high-value projects and grow in their careers.

If you’re excited to share your talents at a dynamic organization that’s leading the way in oral health, we invite you to apply to join us.

What you’ll do:
We are seeking a dynamic and detail-oriented individual to join our finance team in a critical role that will evolve alongside our business needs. Initially, your focus will be supporting post-implementation initiatives, helping troubleshoot and optimize processes following the recent deployment of a SaaS system. As you grow into the position, you will play a pivotal role in assisting with the implementation of a new ERP system, contributing to process design, data integrity, training, and system adoption. This role offers a unique opportunity to influence both immediate and operational improvements and the long-term technology roadmap of our finance team.

Company Benefits:
At CDA, we offer a robust benefits package that enhances overall employee well-being and provides options to meet the needs of our diverse workforce. We listen to our employees on matters of wellness and devote time and resources to continuously evaluate our benefits to ensure we can best support their work-life goals.

• Remote and hybrid flexibility and technology to support remote work
• Generous time off program starting at 22 days of PTO and13 paid holidays (includes a floating holiday and winter closure)
• Highly competitive medical, dental and vision plans, including FSA and HSA account options
• 401(k) plans, with a generous match and safe harbor contributions upon eligibility
• Paid parental leave
• Wellness programs, including incentives and an In-Shape Family Fitness discount
• Opportunities for professional development, training and leadership skill-building
• Critical illness, accident, life, pet, short term and long-term disability insurance options
• Employee Assistance Program (EAP) for support navigating day-to-day challenges

Universal Competencies:

• Collaboration: Proactively engages with an iterative mindset to enhance ideas and achieve organizational results; Cultivates relationships, builds partnerships, shares and learns without boundaries.
• Service: Focusing on meeting needs and exceeding expectations for those served inside and outside the organization. ****
• Respect: Embracing others for their true authentic self; nurture and promote an environment that values diversity of thought, input, experience and expertise.

Role Specific Competencies:

• Decision Making: Decides with intention, reflection and reason while maintaining a big-picture mindset; clarifies purpose, evaluates alternatives and analyzes risks.
• Problem Solving: Applies analysis, creativity, resilience and logic to reach optimal outcomes; develops and implements solutions.
• Strategic Direction: Identifies connections and trends, structuring projects purposefully; linking day-to-day work to long-range and broader organizational objectives.

How the role contributes:

• Identifies, analyzes, and resolves post-implementation bugs, configuration issues, and data inconsistencies. Services as the first point of contact for finance end-users experiencing system errors or performance issues.
• Verifies integrity and accuracy of financial data across systems. Performs reconciliations and audits to ensure proper functioning of interfaces and data migration.
• Ensures detailed and up-to-date records of issues, resolutions, configurations and system changes. Assists in creating standard operating procedures (SOPs) for ongoing support.
• Supports new ERP implementation activities, participates in the selection, planning and execution of the ERP systems implementation lifecycle. Collaborate with stakeholders to define business requirements and translate them into ERP system configurations.
• Supports the design and configuration of core financial modules (GL, AP, AR, FA, etc.). Lead and coordinate system testing activities, including integration testing, and user acceptance testing (UAT).
• Coordinate data mapping, cleansing, and migration activities from legacy systems to the new ERP. Validates accuracy and completeness of migrated financial data.
• Leads post-go-live support and optimization. Monitors system performance post-implementation, troubleshoot issues, and support stabilization. Identifies opportunities for process improvements and future system enhancements.
• Serves as primary or secondary administrator for financial systems, including Lawson, LBI, Prophix.

Minimum Qualifications:

• Bachelor’s degree in information systems, Accounting, Finance, Business Analytics, or a related field
• 5+ years of experience
• Hands-on experience with system implementations, being part of a financial system rollout, upgrade, or migration project.
• Excellent communication skills with the ability to bridge technical and financial stakeholders. Ability to translate business needs into technical requirements.
• Hands-on experience diagnosing and resolving system bugs, logging, triaging, escalating, and retesting fixes.
• Solid understanding of accounting principles, financial workflows and financial systems
• Strong analytical, problem-solving and organizational skills
• Ability to manage multiple priorities independently with minimal supervision.

Preferred Qualifications:

• Experience with SQL and data visualization tools (Tableau, Power BI) are preferred
• Familiarity with financial reporting platforms such as Cognos, Hyperion, or Smart View are a plus.
• PMP, Agile, or Scrum project management certification are a plus
• The ability to perform root cause analysis and reconcile financial data between systems after data fixes are preferred.

Working Conditions: Occasionally (1-33%) Frequently (34-66%) Constantly (67-100%)

• Constantly sitting and working on a computer
• Comfortable in a fast-paced environment with the ability to pivot quickly

We Are CDA

Over our 150-year history, the California Dental Association (CDA) has become a leader in oral health throughout California and the country. Today, we continue to support our community of over 27,000 dentists through our family of companies, which include The Dentists Insurance Company (TDIC), TDIC Insurance Solutions, Rotunda Partners and the CDA Foundation. At CDA, we value individual talents, encouraging a diverse, collaborative, and innovative work environment fueled by new ideas. As our organization continues to grow, we invite you to be a part of what’s next.

CDA is an equal opportunity employer and is committed to the principle of equal employment opportunity for all employees and providing a safe work environment. CDA does not tolerate discrimination or harassment and all employment decisions are based on job requirements and individual qualifications, without regard to race, color, religion, national origin, age, gender, gender identity or expression, sex, ancestry, citizenship status, mental or physical disability, genetic information, sexual orientation, veteran or military status. If you have a disability or special need that requires accommodation, please contact us at humanresources@cda.org.

To see our privacy policy, go to www.cda.org/Home/About/Careers-at-CDA/Apply

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