Manager, Financial Systems

Established in 2021, Independence Pet Holdings is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.

We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands. 

PetPlace, a subsidiary of IPH, is building a digital first pet e-commerce platform with the aim of connecting key market services such as adoption, lost pet and insurance to make pet care easy.

Job Summary:

PetPlace is seeking a Manager, Financial Systems to provide support to PetPlace’s key lines of business in the development and execution of new processes and systems, specifically as they pertain to financial systems and processes. In this critical role within the Finance and Accounting team, the Manager, Financial Systems works closely with business unit owners, end-users and IT to establish and implement new processes, process changes and updates to meet specific business requirements.

This role includes information gathering, eliciting, analyzing, validating and documenting detailed business needs and testing requirements for various projects and lines of business across the organization. The Manager, Business Analysis serves as the bridge between the Finance department and business owners, end-users, the software development team, external consultants and key stakeholders to develop new and enhanced functionality and processes for our products and systems, ensuring sound integration with all financial modules and accounting requirements.

Job Location: Remote - United States or Canada

Main Responsibilities:

· Gather and analyze business requirements, translating them into functional specifications and actionable recommendations for system enhancements and process improvements.

· Lead ERP implementation phases, including configuration, customization, financial module setup, product setup, data migration, testing, and reconciliation

· Develop and update process documentation, functional/business requirements, user manuals, and training materials; deliver training to end-users

· Conduct ongoing business process analysis, recommending and implementing enhancements for efficiency and effectiveness

· Develop task plans, monitor project milestones, manage business releases, and ensure deadlines are met

· Create and deliver use cases, GUI, screen and interface designs, and functional/business requirements documentation

· Develop formal specification plans, communications, procedures and training for business end-users

· Design, document and assist in integration and testing third party payment processors and systems with internal ERP systems.

· Provide guidance to direct reports and maintain subject matter expertise to support project teams and organizational goals

· Work closely with ERP developers and consultants for customization and configuration of system

· Participate in user acceptance testing and create user and technical manuals

· Reconcile reports to ensure reports are accurate and correct for processing in financial system

· Coordinate and manage the business releases, including training and communications to the end-user

· Provide pre- and post-implementation support to internal and external users

· Closely monitor project status and milestones to ensure achievement of established deadlines

· Responsible for financial module setup in Microsoft Dynamics 365 including Gl, AR, AP, Bank and Inventory Management

· Responsible for set up of products in ERP system

· Responsible for data migration, testing and reconciliation

· Prepare various documents for system auditors and assist in system and insurance audit

· Maintains subject matter expertise in one or more areas and applies this knowledge through participation on project teams

· Other ad Hoc duties as assigned

Qualifications:

· Post-secondary education in Finance, Accounting, IT or related field

· Experience working with ERP system

· Experience with Microsoft Dynamics AX, Dynamics 365 and System migrations

· Experience working as Intermediate/Senior Accountant; experience in accounting and/or accounting education/designation would be a strong asset

· 5 years’ experience as a Business Analyst or in a related role, including involvement in project lifecycle methodology, project planning, documentation, testing and training

· Strong general business and financial acumen; understanding of financial impact of system enhancements and modifications

· Advanced skills in MS Office (Word, Excel, PowerPoint and Outlook), MS Visio and MS Project (or other project tracking software)

· Strong technical aptitude; able to effectively work with technical specifications and work effectively with IT team members to translate business requirements into technical specifications

· Experience with data management/data architecture would be a strong asset

Preferred Qualifications:

· A natural leader; able to effectively lead cross-functional teams of indirect reports to exceptional outcomes

· Strong analytical skills and interviewing/needs analysis techniques

· Exceptional organizational and time management skills, and a proactive attitude towards project coordination

· Superior communication skills (both written and spoken), able to work effectively with internal team members at all levels and from all disciplines

· Highly results-oriented and self-motivated; thrives in a fast-paced ever-changing environment

· Equally high-level thinking and detailed-oriented; able to work at both levels to develop project specifications that achieve corporate objectives

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All of our jobs come with great benefits including healthcare, parental leave and opportunities for career advancements. Some offerings are dependent upon the location of where you work and can include the following:

• Comprehensive full medical, dental and vision Insurance
• Basic Life Insurance at no cost to the employee
• Company paid short-term and long-term disability
• 12 weeks of 100% paid Parental Leave
• Health Savings Account (HSA)
• Flexible Spending Accounts (FSA)
• Retirement savings plan
• Personal Paid Time Off
• Paid holidays and company-wide Wellness Day off
• Paid time off to volunteer at nonprofit organizations
• Pet friendly office environment
• Commuter Benefits
• Group Pet Insurance
• On the job training and skills development
• Employee Assistance Program (EAP)