Laserfiche is the leading SaaS provider of intelligent content management and business process automation. Through powerful workflows, electronic forms, document management and analytics, the Laserfiche® platform eliminates manual processes and automates repetitive tasks, accelerating how business gets done.

Laserfiche pioneered the paperless office with enterprise content management more than 30 years ago. Today, Laserfiche is innovating with cloud, machine learning and AI to enable organizations in more than 80 countries to transform into digital businesses. Customers in every industry—including government, education, financial services and manufacturing—use Laserfiche to boost productivity, scale their business and deliver digital-first customer experiences.

Laserfiche employees in offices around the world are committed to the company’s vision of empowering customers and inspiring people to reimagine how technology can transform lives.

Laserfiche is hiring a Business Analyst to evaluate current finance business processes and systems and identifies system needs, areas of improvements, as well as provide data analytics from these systems. They will work closely with the Director of Billing, Director of Credit, Controller, and CFO to develop and provide reporting and analytics from internal Order Management System (OMS) data, Zuora data, internal Forms processes to include PO Management System, Concur system data, among other finance system data points.

Training under existing Product Managers, the Business Analyst will learn internal proprietary Laserfiche systems and work closely with all finance system users to gather insights and understanding about the use of the finance systems internally and externally, recommending changes at all levels to improve data collection and user experience. The Business Analyst will own the finance system procedural manual and partner with the Learning & Development Department to provide system training for all users. They will partner with Finance Leadership and IT Services to procure and implement commission software, quoting software, and any other finance software needs that are identified as the Company and Finance department evolve.

Location:

• Two or three days per week from office - Long Beach, CA
• Work from home on Mondays and Fridays
• Must be available for occasional after-hours work, as needed to support global offices

About Role - Essential Functions

• Learn & Evaluate existing Finance systems to include, OMS, Zuora, POMS, Laserfiche Forms, Concur, QuickBooks, etc
• Develop reports and analyze financial data sets from existing systems to assist with strategy development around financial performance, sales retention and profit margin, commission, and budget to actual performance
• Collaborate with various teams that use Finance systems to clarify user demands, business needs and suggest system modifications as needed
• Work closely with People Operations to improve and develop existing forms processes that impact financial performance
• Collaborate with Commerce Platform and Business Transformation teams to request and suggest system improvements to optimize system operations and data results
• Own the finance systems for the Finance Department and serve as the contact person for any finance system, either internal or external
• Develop, maintain and improve existing business processes for Finance, and identify process gaps to provide suggestions for system improvements or new system purchases
• Update or develop procedural manual for all Finance systems and partner with L&D to providing training to all system users
• Identify available integrations between existing finance systems and other third-party software systems to increase efficiency and reduce manual transactions (ie OMS processes, Forms and QB processes)
• Partner closely with the Director of Billing, Controller and CFO on procuring and implementing commission software, quoting software and conduct a gap analysis on all existing Finance systems and processes to identify other finance solutions to consider
• Develop reporting and analyze data sets from all newly procured and implemented software (ie commission, quote fulfillment data, etc)
• Earn LF Gold Certification and/or train under LF Forms Product Manager to gain knowledge and system fluency to create, modify, and maintain LF Finance forms and systems (to include POMS and OMS/Zuora integrated forms)

About You - Essential Qualifications

• Bachelor’s Degree required in finance, business management, or computer science or engineering (with finance system experience)
• Project Management certification or previous project management experience preferred
• Experience in software-as-a-service
• 5-10 years of finance system management or relevant work experience
• Direct experience with finance system procurement, development, implementation and maintenance
• Basic knowledge and understanding of accounting systems and financial principles
• Proven business acumen to facilitate Company discussions surrounding finance system requests; ability to align system maintenance and suggestions with business needs and finance and sales strategies
• Ability to maintain confidentiality and exercise a high level of discretion
• Exceptional written and verbal communication skills – able to work effectively across all departments and with global partners
• Strong attention to detail and organizational skills
• Keen sense of urgency with ability to juggle multiple projects; ability to treat system requirements/improvements with appropriate sense of urgency
• Proficiency in Microsoft Excel, Word, QB, and knowledge of Salesforce
• Great attitude; team player
• Analytical, proactive, solution-oriented, self-motivated with ability to exercise sound judgement in prioritizing tasks and making business decisions
• Ability to prioritize, coordinate, track, manage and execute identified projects, meet deadlines and milestone deliverables