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
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
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
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
Robust Excel Skills essential