Superior Insurance Partners
Financial Systems Manager
Superior Insurance Partners, Chicago, Illinois, United States, 60290
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Financial Systems Manager
role at
Superior Insurance Partners
Superior Insurance Partners is a rapidly growing insurance brokerage platform, focused primarily on providing commercial lines, personal lines, and employee benefit solutions to companies and individuals. Superior acquires and partners with leading independent insurance agencies primarily in the Midwest and Eastern US. The company's mission is to improve the lives of its agency partners. Superior does this by creating a highly tailored plan for each of its agency partners to help them achieve their goals, and providing customized resources including accounting/finance, recruiting, HR, AMS/IT, marketing, and M&A support. Agency partners are aligned through long‑term economic incentives while leveraging the benefits of best practices, scale, and resources across Superior's shared platform.
Superior is backed by Tyree & D'Angelo Partners ("TDP"), a leading Chicago‑based private equity firm that makes control ownership investments in, and partners with, lower middle market businesses with the goal of creating meaningful value for all involved. TDP is currently investing out of its third fund and has managed and created over $3 billion of capital and company enterprise value. TDP has significant experience investing in service businesses and has completed over 1000 investment partnerships in its history.
About the role We're looking for a detail‑oriented and proactive
Financial Systems Manager
(Sage Intacct to start) to manage system configuration, user access, reporting, and automation across our financial platforms. This role plays a critical part in supporting daily operations, optimizing financial workflows, and implementing scalable solutions to improve efficiency and data accuracy across our growing organization.
Key responsibilities System administration
Oversee user provisioning, roles, permissions, and SSO group assignments.
Maintain system security, configurations, and audit logs.
Manage setup and configuration of new client instances during onboarding.
Enhancement & optimization
Administer core modules including General Ledger, Accounts Payable, Cash Management, Banking Integration, Accounts Receivable, Fixed Assets, and Consolidations.
Implement system enhancements such as AI automation, vendor approval processes, smart rules/events, and custom views.
Data management & reporting
Develop, maintain, and support financial reports, dashboards, and statements using Intacct Custom Report Writer (ICRW).
Ensure data accuracy and integrity across systems and integrations.
Training & user support
Provide onboarding, training, and ongoing support for system users.
Troubleshoot access, permissions, and system issues in collaboration with IT and vendors.
Integration & automation
Support third‑party integrations and oversee data migrations during new client onboarding.
Design and implement automated workflows to reduce manual input and streamline operations.
Project management & implementation
Participate in go‑live planning, user acceptance testing (UAT), and post‑deployment support.
Collaborate with consultants and internal stakeholders to ensure successful implementation and adoption.
Required skills & experience
5+ years of experience as a Sage Intacct Administrator or in a similar ERP administration role.
Strong understanding of accounting principles and financial workflows.
Hands‑on experience with module configuration and system integrations.
Proficiency in developing financial reports and dashboards.
Excellent analytical, problem‑solving, and documentation skills.
Strong communication and cross‑functional collaboration abilities.
Familiarity with APIs, data migration, and CSV imports (preferred).
Experience with other ERP platforms such as MS Dynamics, NetSuite, or QuickBooks is a plus.
Preferred qualifications
Experience in a finance, accounting, or multi‑entity organization.
Exposure to multi‑family office or professional services environments.
Advanced proficiency in Excel, Power BI, or Smartsheet for reporting and analytics.
Compensation $90,000–$140,000 (based on experience) plus full benefits — and the chance to grow with a fast‑moving, people‑first company.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Finance and Sales
Industry Insurance
Referrals increase your chances of interviewing at Superior Insurance Partners by 2x.
#J-18808-Ljbffr
Financial Systems Manager
role at
Superior Insurance Partners
Superior Insurance Partners is a rapidly growing insurance brokerage platform, focused primarily on providing commercial lines, personal lines, and employee benefit solutions to companies and individuals. Superior acquires and partners with leading independent insurance agencies primarily in the Midwest and Eastern US. The company's mission is to improve the lives of its agency partners. Superior does this by creating a highly tailored plan for each of its agency partners to help them achieve their goals, and providing customized resources including accounting/finance, recruiting, HR, AMS/IT, marketing, and M&A support. Agency partners are aligned through long‑term economic incentives while leveraging the benefits of best practices, scale, and resources across Superior's shared platform.
Superior is backed by Tyree & D'Angelo Partners ("TDP"), a leading Chicago‑based private equity firm that makes control ownership investments in, and partners with, lower middle market businesses with the goal of creating meaningful value for all involved. TDP is currently investing out of its third fund and has managed and created over $3 billion of capital and company enterprise value. TDP has significant experience investing in service businesses and has completed over 1000 investment partnerships in its history.
About the role We're looking for a detail‑oriented and proactive
Financial Systems Manager
(Sage Intacct to start) to manage system configuration, user access, reporting, and automation across our financial platforms. This role plays a critical part in supporting daily operations, optimizing financial workflows, and implementing scalable solutions to improve efficiency and data accuracy across our growing organization.
Key responsibilities System administration
Oversee user provisioning, roles, permissions, and SSO group assignments.
Maintain system security, configurations, and audit logs.
Manage setup and configuration of new client instances during onboarding.
Enhancement & optimization
Administer core modules including General Ledger, Accounts Payable, Cash Management, Banking Integration, Accounts Receivable, Fixed Assets, and Consolidations.
Implement system enhancements such as AI automation, vendor approval processes, smart rules/events, and custom views.
Data management & reporting
Develop, maintain, and support financial reports, dashboards, and statements using Intacct Custom Report Writer (ICRW).
Ensure data accuracy and integrity across systems and integrations.
Training & user support
Provide onboarding, training, and ongoing support for system users.
Troubleshoot access, permissions, and system issues in collaboration with IT and vendors.
Integration & automation
Support third‑party integrations and oversee data migrations during new client onboarding.
Design and implement automated workflows to reduce manual input and streamline operations.
Project management & implementation
Participate in go‑live planning, user acceptance testing (UAT), and post‑deployment support.
Collaborate with consultants and internal stakeholders to ensure successful implementation and adoption.
Required skills & experience
5+ years of experience as a Sage Intacct Administrator or in a similar ERP administration role.
Strong understanding of accounting principles and financial workflows.
Hands‑on experience with module configuration and system integrations.
Proficiency in developing financial reports and dashboards.
Excellent analytical, problem‑solving, and documentation skills.
Strong communication and cross‑functional collaboration abilities.
Familiarity with APIs, data migration, and CSV imports (preferred).
Experience with other ERP platforms such as MS Dynamics, NetSuite, or QuickBooks is a plus.
Preferred qualifications
Experience in a finance, accounting, or multi‑entity organization.
Exposure to multi‑family office or professional services environments.
Advanced proficiency in Excel, Power BI, or Smartsheet for reporting and analytics.
Compensation $90,000–$140,000 (based on experience) plus full benefits — and the chance to grow with a fast‑moving, people‑first company.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Finance and Sales
Industry Insurance
Referrals increase your chances of interviewing at Superior Insurance Partners by 2x.
#J-18808-Ljbffr