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Senior Financial Systems Analyst (8823)

Morton

Richmond, VA

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JOB DETAILS
SKILLS
Accounting, Administrative Skills, Analysis Skills, Automation, Billing, Budgeting Software, Communication Skills, Credit and Collections, Cross-Functional, Data Modeling, Data Visualization, Database Design, Database Extract Transform and Load (ETL), Database Technology, Documentation, Ecosystems, Enterprise Applications, Environmental Impact, Establish Priorities, Finance, Finance Software, Financial Administration, Financial Analysis, Financial Management, Financial Planning, Financial Systems, Identify Issues, Information Technology & Information Systems, Interpersonal Skills, Leadership, Legal, Mentoring, Microsoft Office, Microsoft SQL Server, Microsoft Transact-SQL (T-SQL), Multiplatform/Cross-Platform, Operational Support, Power BI, Problem Solving Skills, Process Improvement, Production Support, Production Systems, Professional Services, Project/Program Coordination, Python Programming/Scripting Language, Reporting Dashboards, Reporting Skills, Revenue Analysis, Risk, Root Cause Analysis, SQL (Structured Query Language), SQL Server Reporting Services (SSRS), Scripting (Scripting Languages), Software Patches, System Integration (SI), Systems Administration/Management, Systems Analysis, Systems Maintenance, Team Player, Technical Leadership, Time Tracking, Windows PowerShell, XML (EXtensible Markup Language)
LOCATION
Richmond, VA
POSTED
30+ days ago
Morton is seeking a Senior Financial Systems Analyst to support and administer enterprise accounting and financial applications in a complex professional-services environment. This role serves as the primary technical resource for the organization’s financial systems ecosystem, including billing, time entry, conflicts, collections, matter lifecycle, and reporting platforms.
The Senior Financial Systems Analyst will also lead system upgrades and enhancements, develop custom reports and workflows, manage integrations, and mentor junior analysts while collaborating closely with Accounting, Finance, and IT leadership.
Key Responsibilities Financial Systems Administration & Support
  • Provide primary administration and support for the Elite 3E billing system
  • Schedule and manage month-end maintenance activities
  • Coordinate system upgrades for 3E, time tracking platforms, and related applications
  • Provide Tier 3 escalation support for Elite and time tracking systems
  • Support integrated platforms such as:
    • Chrome River
    • ARCS
    • Intapp Risk
    • Intapp Time
    • Electronic records lifecycle systems
    • Custom budgeting tools
  • Monitor and maintain integrations and data flow between financial systems
  • Serve as the subject matter expert (SME) for Elite 3E
Reporting, Data, and Automation
  • Develop ad hoc SQL queries and custom reports
  • Perform data extraction and workflow automation
  • Support financial data visualization through Power BI dashboards
  • Maintain documentation for financial system processes and procedures
  • Conduct revenue-system analysis to support billing operations
  • Develop scripts and automation using:
    • T-SQL
    • PowerShell
    • Python (preferred)
Project Leadership & System Enhancements
  • Lead planning and execution of financial system upgrades and enhancements
  • Coordinate testing during releases, patches, and maintenance cycles
  • Partner with Accounting, Finance, and IT leadership to prioritize initiatives
  • Support deployment of new integrations and accounting technologies
  • Drive process improvement through automation and standardization
Operational Support
  • Provide production support for mission-critical financial platforms
  • Perform root cause analysis on incidents
  • Document issues and resolutions in ticketing systems
  • Support monthly maintenance activities (after-hours as needed)
Team Collaboration & Mentorship
  • Act as a senior technical resource for financial systems analysts
  • Coordinate project tasks across team members
  • Mentor junior staff and promote best practices
  • Support cross-functional collaboration across departments
Required Qualifications
  • 5+ years supporting financial systems in a legal or corporate IT environment
  • 3+ years administering Elite 3E (or comparable enterprise accounting platform)
  • Strong hands-on experience supporting production billing systems
  • Experience planning and executing:
    • upgrades
    • patches
    • enhancements
    • vendor-coordinated deployments
  • Strong understanding of:
    • time entry
    • billing workflows
    • collections
    • matter lifecycle processes
    • financial system integrations
  • Experience supporting mission-critical enterprise applications
Technical Skills
Required:
  • Microsoft SQL Server (2022 or newer preferred)
  • Strong T-SQL scripting experience
  • SQL Server Reporting Services (SSRS)
  • Relational database design concepts
  • Microsoft Office 365 (advanced/power-user level)

Preferred:
  • ETL processes
  • XML
  • Power BI (dashboard development + data modeling + DAX)
  • Python (pandas, openpyxl, pyodbc)
  • PowerShell automation and integrations
Soft Skills & Professional Strengths
  • Strong analytical and troubleshooting ability
  • Natural curiosity about systems and workflows
  • Excellent communication and interpersonal skills
  • Ability to make sound technical decisions in high-impact environments
  • Creative problem-solving mindset
  • Ability to manage multiple initiatives simultaneously
  • Strong independent work capability with collaborative team engagement
  • Systems-thinking approach across interconnected platforms
  • Willingness to support scheduled after-hours maintenance

About the Company

M

Morton