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Financial Systems & Data Analyst

RM Advisory Services, LLC

Financial Systems & Data Analyst

New York, NY
Full Time
Paid
  • Responsibilities

    Financial Systems & Data Analyst Opportunities

    Position Summary: RM Advisory Services LLC is seeking FIVE experienced professionals to support Finance system implementation, functional testing, and asset data quality initiatives. Selected resources will partner with finance leaders, business users, subject-matter experts, and technical teams to strengthen system reliability, data integrity, and end-to-end process performance.

    The Five Positions will be broken out into these focus areas:

    1. Functional Tester - General Ledger

    · Deep functional expertise in GL, including journals, cross-validation rules, allocations, and period close.

    · Working knowledge of AP, AR, and Asset Management.

    · Experience validating R2R and related P2P, O2C, and A2R process impacts.

    · Ability to verify GL integrations and financial reporting outputs across modules and external systems.

    2. Functional Tester - Accounts Receivable/Billing

    · Deep functional expertise in billing, receipts, collections, and the Order-to-Cash cycle.

    · Working knowledge of GL journals and close, AP invoices and payments, and asset capitalization and depreciation.

    · Experience testing unit, system, and full end-to-end scenarios across AR/Billing and connected modules.

    · Ability to reconcile delivered and custom reports and confirm data completeness and accuracy.

    3. Functional Tester - Accounts Payable & Expense

    · Deep functional expertise in AP invoices, payments, supplier management, and Procure-to-Pay.

    · Strong experience with Expense Management, including templates, expense types, approvals, and advances.

    · Working knowledge of GL, AR, and Asset Management.

    · Experience validating P2P, O2C, and A2R scenarios, integrations, and reporting outputs.

    4. Functional Tester - Asset Management - Two Positions

    · Deep functional expertise in asset capitalization, depreciation, and Acquire-to-Retire processes.

    · Working knowledge of GL, AP, and AR/Billing.

    · Experience validating P2P, A2R, and R2R testing cycles and related data flows.

    · Ability to confirm asset-related integrations, reports, and accounting results across Oracle modules.

    Senior Financial Systems Analyst - Common Responsibilities

    · Analyze WMATA business processes across General Ledger (GL), Accounts Payable (AP), Accounts Receivable (AR), and Asset Management (AM).

    · Translate business requirements and process flows into detailed test scenarios, test cases, and test scripts.

    · Perform unit, system, and end-to-end testing in Oracle Financials Cloud.

    · Validate applicable business cycles, including Procure-to-Pay (P2P), Order-to-Cash (O2C), Record-to-Report (R2R), and Acquire-to-Retire (A2R).

    · Confirm data accuracy, business-rule compliance, integrations, external interfaces, and delivered or custom Oracle Cloud reports.

    · Manage defects in JIRA or a similar tool, collaborate with business and technical teams, and independently lead assigned testing efforts.

    Education & Required Experience - Senior Roles

    · Bachelor's degree in a relevant business or technical field.

    · At least five years of relevant experience, including five or more years of hands-on functional testing in Oracle Financials Cloud.

    · At least four years in a senior financial systems role supporting process improvement, system enhancements, upgrades, or implementation activities.

    · Strong knowledge of testing methodologies, the quality-assurance lifecycle, defect management, integrations, and financial module interdependencies.

    · Ability to build comprehensive test coverage and communicate findings clearly, supported by strong analytical and problem-solving skills.

    Preferred Qualifications - Senior Roles

    · Experience with PeopleSoft Financials.

    · Experience supporting ERP implementation, transformation, or production-support engagements.

    · Familiarity with Procurement, Treasury, and Projects/PPM modules.

    Relevant experience with Metro, transit or transportation organizations, or other public-sector environments


    Senior Financial Systems Analyst - Common Responsibilities Across All Positions

    · Analyze WMATA business processes across General Ledger (GL), Accounts Payable (AP), Accounts Receivable (AR), and Asset Management (AM).

    · Translate business requirements and process flows into detailed test scenarios, test cases, and test scripts.

    · Perform unit, system, and end-to-end testing in Oracle Financials Cloud.

    · Validate applicable business cycles, including Procure-to-Pay (P2P), Order-to-Cash (O2C), Record-to-Report (R2R), and Acquire-to-Retire (A2R).

    · Confirm data accuracy, business-rule compliance, integrations, external interfaces, and delivered or custom Oracle Cloud reports.

    · Manage defects in JIRA or a similar tool, collaborate with business and technical teams, and independently lead assigned testing efforts.

    Education & Required Experience - Senior Roles

    · Bachelor's degree in a relevant business or technical field.

    · At least five years of relevant experience, including five or more years of hands-on functional testing in Oracle Financials Cloud.

    · At least four years in a senior financial systems role supporting process improvement, system enhancements, upgrades, or implementation activities.

    · Strong knowledge of testing methodologies, the quality-assurance lifecycle, defect management, integrations, and financial module interdependencies.

    · Ability to build comprehensive test coverage and communicate findings clearly, supported by strong analytical and problem-solving skills.

    Preferred Qualifications - Senior Roles

    · Experience with PeopleSoft Financials.

    · Experience supporting ERP implementation, transformation, or production-support engagements.

    · Familiarity with Procurement, Treasury, and Projects/PPM modules.

    · Relevant experience with Metro, transit or transportation organizations, or other public-sector environments.

    Required Skills

    Required Experience