Essentials Duties & Responsibilities
Job Summary
- The Finance Systems Operations & Data Assistant supports the ongoing stability, accuracy, and integrity of core finance platforms, including Yooz, Sage Intacct & Expense In.
- The role combines structured data maintenance activities with proactive system monitoring and first-level support. The position ensures User, Master Data/Dimensions, Workflows (Hierarchies) and Transactional data remains aligned across systems, workflows operate as expected, and system integrations complete successfully.
- Working within defined procedures and SLAs, the role acts as the first line of operational control for finance systems.
Core Purpose of the Role
This role exists to ensure:
- System matches source systems (e.g., HR to Expense In/Sage/Yooz, Sage to Yooz, Sage to Expense In etc)
- Workflows complete and do not stall
- Interfaces run successfully
- Basic system issues are identified early
- Routine tickets are triaged and level 1 tickets are processed in timely manner
It is both operational support and structured data administration.
Key Responsibilities
1. Data Maintenance
- Process approved Hierarchy Approval updates
- Process approved master data updates
- Support provisions and deprovisioning of users
- Update dimensions and reference data
- Maintain audit logs of changes
2. Monitoring & Controls
- Perform reconciliation checks between systems
- Monitor for failed PO and approval workflows
- Monitor master and transactional data interfaces
- Identify and escalate failed integrations
3. Ticket Triage (Level 1)
- Review and categorise incoming support tickets
- Resolve standard issues/requests
- Escalate complex issue/requests to senior team members
- Monitor ticket SLA adherence
Requirement:
- To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Candidate//'s Profile:
- Minimum 2 years of relevant experience.
- Experience of working with ERP systems an advantage
- Exposure to Accounts Receivable, Accounts Payable, General Ledger, Reporting modules an advantage
- Strong Excel Skills essential
Education:
