Financial Systems & Automation Analyst

Pinnacle Group exists to connect people with opportunity. For the last 25 years, we've done exactly that by living our core values of putting people first, delivering excellence in all we do, and giving back to the communities in which we live and work. We are a leading workforce solutions company supporting the talent needs of global leaders in financial services, technology, communications, utilities, and transportation and we are one of the largest women and minority-owned companies in our industry. Our team of service-driven, energetic, and diverse professionals is well-respected in our industry and our leadership team is aligned and focused on taking the company to the next level. If you're looking for a new opportunity where you can truly make a difference, we hope you'll apply for a position with us.

Job Summary

Process Innovation & Continuous Improvement

· Analyze existing Finance Operations processes to identify opportunities for automation, standardization, and operational improvement.

· Document current-state workflows and assist in designing future-state processes that improve efficiency and scalability.

· Participate in cross-functional process improvement initiatives supporting Finance Operations and MSP customer processes.

· Serve as a subject matter expert on key finance systems (Workday, Beeline, VNDLY, SAP Fieldglass, etc.).

· Ensure improvements, enhancement, and deployments have tangible ROI tracking and reporting to Pinnacle's Leadership Team.

Automation & AI Enablement

· Partner with the AI Center of Excellence to evaluate and implement practical AI and automation solutions within Finance Operations.

· Research emerging technologies and recommend innovative approaches to improve productivity and decision-making.

· Assist in developing automation solutions using available business technologies and low-code platforms.

Financial Analysis & Reporting

· Develop advanced Excel models, reports, and dashboards that improve operational visibility and decision-making.

· Analyze financial and operational data to identify trends, root causes, and improvement opportunities.

· Support the development of key performance indicators and operational metrics.

Cross-Functional Collaboration

· Work closely with Finance, Operations, Technology, and Business stakeholders to understand business challenges and recommend solutions.

· Participate in implementation of new technologies and process improvements.

· Help drive adoption of new tools and best practices throughout the Finance Operations organization.

Qualifications

Qualifications

Required

· Master’s degree in Accounting, Finance, Business Analytics, Information Systems, or a related field.

· 1–3 years of experience in Accounting, Finance, Finance Operations, Public Accounting, Financial Analysis, or Business Process Improvement.

· Exceptional Microsoft Excel skills, including advanced formulas, PivotTables, Power Query, and financial modeling.

· Strong analytical, problem-solving, and critical thinking abilities.

· Excellent written and verbal communication skills.

· Demonstrated curiosity about technology and continuous process improvement.

· Self-motivated with a strong desire to learn and grow.

Preferred

· Certified Public Accountant (CPA) or CPA candidate.

· Experience with ERP systems and financial reporting platforms.

· Exposure to Power BI, Power Automate, SQL, Python, or similar analytical tools.

· Familiarity with AI technologies such as Microsoft Copilot, ChatGPT, Claude, or other generative AI applications.

· Experience supporting MSP, staffing, workforce solutions, or professional services organizations.

Ideal Candidate Profile

The successful candidate is someone who:

· Thinks critically and enjoys solving complex business problems.

· Has a passion for learning emerging technologies and applying them to real business challenges.

· Seeks opportunities to improve existing processes rather than simply maintain them.

· Is comfortable working with both financial data and technology.

· Demonstrates intellectual curiosity, initiative, and a growth mindset.

· Enjoys collaborating across departments and building strong working relationships.

· Wants to help shape the future of Finance Operations through innovation and continuous improvement.