Financial Advisor at a boutique wealth management firm specializing in HNW clients. Full autonomy and unique multi - custodial platform with international reach.
About the role
- ERP Financial Interface Analyst focused on designing and developing interfaces for financial management systems. Collaborating with stakeholders and supporting end users in a hybrid role based in Arlington, VA.
Responsibilities
- Design, implement, and test integrations between Advantage Financials and external or legacy systems to ensure seamless data integration.
- Analyze client business processes and translate requirements into functional and technical interface specifications.
- Collaborate with stakeholders to implement integration solutions that meet state and local government financial management needs.
- Provide subject matter expertise in Government Financial Management Systems (ERP).
- Conduct interface validation and end-to-end testing, including developing test scenarios, documentation, and troubleshooting issues.
- Assist with new client initiatives by analyzing requirements, creating design documentation, and training end users on interface processes.
- Participate in client meetings and technical discussions; lead sessions as needed to present integration strategies and solutions.
Requirements
- 4+ years of experience as an Interface Analyst designing, developing, and testing system interfaces for financial management systems, including requirements analysis, data mapping, integration design, validation, and implementation planning.
- 4+ years of experience with Advantage or Momentum Financials
- Ability to effectively communicate and interact with senior level management and clients.
- Strong written and oral communication skills.
- An outstanding ability to work independently, establish priorities, and meet deadlines.
- 4-year degree in Information Systems, Computer Science, Accounting, or similar.
- Ability to obtain a Public Trust clearance
Benefits
- Health, dental, and vision plans
- Optional FSA
- Paid parental leave
- Safe Harbor 401(k) with employer contributions 100% vested from day 1
- Paid time off and 11 paid holidays
- No cost group term life/AD&D plan, and optional supplemental coverage
- Pet insurance
- Monthly phone and internet stipend
- Tuition and training reimbursement
Job title
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