Sacramento, California, United States
Motivated Sr. Business Systems Analyst specializing in Procurement-to-Pay (P2P), Financial Systems and Process Automation. Drive cross-functional projects to optimize financial processes and system performance, ensuring technical solutions align directly with core business objectives. Currently serving as a key administrator for critical procurement platforms, with deep expertise across the Finance technology stack.
Procurement System Administration: Serve as the primary system administrator and subject matter expert (SME) for Coupa (Procurement/Spend Management), Ironclad (Contract Lifecycle Management), and Expensify (Expense Management). Manage configurations, user access, and system integrations to ensure maximum uptime, data integrity, and process efficiency across the procure-to-pay lifecycle. Agile Delivery Leadership: Stood up and lead an agile delivery model for the Finance Delivery Team, running a two-week sprint cadence that moves projects from intake and requirements through testing and go-live — bringing structure, predictability, and faster turnaround to how finance system work gets delivered. SOX Compliance & Governance: Support the SOX process for a publicly traded company's critical finance systems, maintaining disciplined change management and peer review so that every system change is documented, controlled, and audit-ready. Process Automation & Integration: Design and build automations across procurement and AP to streamline administrative functions and keep data in sync across connected systems — reducing manual effort, eliminating errors, and giving stakeholders cleaner, more reliable processes. Requirements & Design: Partner directly with business stakeholders across Finance, Procurement, and Legal to capture, translate, and document business requirements into actionable technical specifications and configuration plans for system enhancements. Quality Assurance & Testing: Develop and execute test plans and UAT scripts to validate new enhancements and configurations, ensuring expected business outcomes are delivered before go-live. Data-Driven Consulting: Conduct data research and analysis to build business cases and justification for proposed system projects and strategic process improvements.
Procurement System Administration: Act as the primary system administrator and subject matter expert (SME) for Ironclad (Contract Lifecycle Management), Coupa (Procurement/Spend Management), and Expensify (Expense Management). Manage configurations, user access, and system integrations to ensure maximum uptime and process efficiency. Strategic Project Leadership: Led multiple high-priority projects supporting the Finance organization, specifically focused on enhancing and streamlining the P2P lifecycle and other core financial processes. Requirements & Design: Partnered directly with business stakeholders and management to capture, translate, and document comprehensive business requirements (BRDs) into actionable technical specifications and configuration plans for system enhancements. System Portfolio Expertise: Provided operational and project support for a diverse portfolio of financial applications, including Zuora (Billing), Intacct (Accounting), and Netsuite (ERP), leveraging system interdependencies to build cohesive solutions. Quality Assurance & Testing: Developed and executed rigorous test plans and UAT scripts to validate new enhancements and system configurations, ensuring expected business outcomes were delivered. Data-Driven Consulting: Conducted in-depth data research and extraction from various sources to build compelling business cases and justification for proposed system projects and strategic financial process changes.
Work with stakeholders to understand their needs for upgrading or migrating their current system (CRM, database, excel spreadsheets) into Power Apps. Worked with Developers and QA to implement projects based on requirements gathered from stakeholders. Work with the stakeholders, consultants and developers to plan project timelines and resource availability. Requirement gathering for incoming projects for the Power Platform team. Data mapping and testing for Power App and Dynamics 365 projects. Configure data feeds for CRMs using SQL, Dataverse and other APIs. Work in Microsoft DevOps to maintain and track projects and deliverables. Train stakeholders on use of Dynamics 365 and Power App during development.
• Understanding the intent of NFP procedures allowing for better documentation, increased efficiency, and identification of opportunities for growth and innovation. • Recognizing the need for root-cause analysis and determining solutions to minimize reoccurring problems. • Standardizing and maintaining CRM data to leverage with other data sources and meet stakeholder needs. • Collaborating with colleagues to support customers via our ticketing platform (ServiceNow) and self-help libraries. • Educating stakeholders on best practices to meet the needs of their customers.
- Creating and generating reports for management and underwriters using a SQL database and excel. - Assist coworkers and clients with any IT related issues involving applications we use or our website. - Assist coworkers with specific issues in our policy management that require making changes in SQL to fix. - Document and design various processes; update existing processes; Design and test changes made to software by developer. - Provide technical guidance and educate team members and coworkers on development and operations - Brainstorm for new ideas and ways to improve development delivery - Consult with peers for feedback during testing stages of new applications - Setting up and testing workstations and virtual machines for employees. - Managing all IT hardware and assets for the office and employees