OneDigital
Manager, Finance Integration (Hybrid - Atlanta, GA)
OneDigital, Atlanta, Georgia, United States, 30383
Manager, Finance Integration (Hybrid - Atlanta, GA)
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Manager, Finance Integration (Hybrid - Atlanta, GA)
role at
OneDigital . OneDigital is on a mission to help people do their best work and live their best lives. We fuel dreams, achieve big goals, and embrace each other’s truest selves.
We understand that pursuing a new job is a big deal. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people‑first culture wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.
Must be eligible to work in the United States without the need for work visa or residency sponsorship.
Overview The Finance Integrations Manager will lead a team on onboarding newly acquired/merged OneDigital offices for a group of business offering verticals. This leader will be a key player in the transition of new offices into OneDigital’s financial systems and operational processes.
Essential Duties and Responsibilities
Manage, mentor, train… be a leader for the Finance Integrations Team
Work with new offices to integrate the office’s financial data into OneDigital’s ERP and help resolve any potential roadblocks of the financial integration
Act as a point of contact to coordinate, address, and resolve integration related issues, including escalation of potential issues
Work cross‑functionally across the entire organization and to lead the Finance Integration Team being a one‑stop resource for new offices as they transition into OneDigital’s landscape
Lead integration calls with new offices, with clear and direct communication
Lead the design of and create solutions for processing revenue and dispensing producer compensation for new offices that do not follow OneDigital’s established format or are a new business vertical
Maintain the Finance Integrations reporting and tracking for the Executive team and be able to discuss the status of any new and lingering new office integrations
Understand how decisions made in the new office setup will impact the finance department and organization as a whole; Build stronger, more efficient processes and approaches to project planning and project management of the integration of new offices
Perform Ad‑hoc analysis / reporting and additional responsibilities as requested
Qualifications, Skills and Requirements
Ability to lead and mentor a team utilizing strong organizational and prioritization skills
Strong and effective communication skills (both verbal and written)
Demonstrated ability to analyze issues, determine appropriate solutions and resolve sensitive problems; able to look outside the box to see how items coordinate or link together
Ability to maintain confidentiality, think critically, and execute accurate detailed work
Self‑motivated to learn new concepts and take ownership in new projects
Experience with Salesforce and Microsoft Office D365 preferred
Education, Training and Experience
Bachelor’s Degree and 5+ years of experience
Advanced Microsoft Excel skills
Benefits and Compensation Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, the role is eligible for variable compensation, commission, and/or annual bonus based on individual performance and company performance. OneDigital provides eligible employees with health, wellbeing, retirement and other financial benefits, paid time off, overtime pay for non‑exempt employees, and robust learning and development programs. You will receive reimbursement of job‑related expenses per the company policy and may receive employee perks and discounts.
EEO and Legal OneDigital is an equal‑opportunity employer. OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information, and any other category protected by federal, state and local law. OneDigital complies with all criminal history inquiry and ban‑the‑box laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. OneDigital respects the rights of candidates with arrest or conviction records for employment and considers qualified applications under local Fair Chance Ordinances and public housing laws. If you have questions about our hiring policies and practices, we are happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
OneDigital Understands AI OneDigital utilizes advanced Artificial Intelligence technologies to enhance our recruitment process. We use AI to filter candidates based on qualifications and to rediscover potential candidates from our existing applicant pool. However, AI does not replace human decision makers. If you have concerns about our use of AI, you may opt out where laws allow.
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Manager, Finance Integration (Hybrid - Atlanta, GA)
role at
OneDigital . OneDigital is on a mission to help people do their best work and live their best lives. We fuel dreams, achieve big goals, and embrace each other’s truest selves.
We understand that pursuing a new job is a big deal. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people‑first culture wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.
Must be eligible to work in the United States without the need for work visa or residency sponsorship.
Overview The Finance Integrations Manager will lead a team on onboarding newly acquired/merged OneDigital offices for a group of business offering verticals. This leader will be a key player in the transition of new offices into OneDigital’s financial systems and operational processes.
Essential Duties and Responsibilities
Manage, mentor, train… be a leader for the Finance Integrations Team
Work with new offices to integrate the office’s financial data into OneDigital’s ERP and help resolve any potential roadblocks of the financial integration
Act as a point of contact to coordinate, address, and resolve integration related issues, including escalation of potential issues
Work cross‑functionally across the entire organization and to lead the Finance Integration Team being a one‑stop resource for new offices as they transition into OneDigital’s landscape
Lead integration calls with new offices, with clear and direct communication
Lead the design of and create solutions for processing revenue and dispensing producer compensation for new offices that do not follow OneDigital’s established format or are a new business vertical
Maintain the Finance Integrations reporting and tracking for the Executive team and be able to discuss the status of any new and lingering new office integrations
Understand how decisions made in the new office setup will impact the finance department and organization as a whole; Build stronger, more efficient processes and approaches to project planning and project management of the integration of new offices
Perform Ad‑hoc analysis / reporting and additional responsibilities as requested
Qualifications, Skills and Requirements
Ability to lead and mentor a team utilizing strong organizational and prioritization skills
Strong and effective communication skills (both verbal and written)
Demonstrated ability to analyze issues, determine appropriate solutions and resolve sensitive problems; able to look outside the box to see how items coordinate or link together
Ability to maintain confidentiality, think critically, and execute accurate detailed work
Self‑motivated to learn new concepts and take ownership in new projects
Experience with Salesforce and Microsoft Office D365 preferred
Education, Training and Experience
Bachelor’s Degree and 5+ years of experience
Advanced Microsoft Excel skills
Benefits and Compensation Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, the role is eligible for variable compensation, commission, and/or annual bonus based on individual performance and company performance. OneDigital provides eligible employees with health, wellbeing, retirement and other financial benefits, paid time off, overtime pay for non‑exempt employees, and robust learning and development programs. You will receive reimbursement of job‑related expenses per the company policy and may receive employee perks and discounts.
EEO and Legal OneDigital is an equal‑opportunity employer. OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information, and any other category protected by federal, state and local law. OneDigital complies with all criminal history inquiry and ban‑the‑box laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. OneDigital respects the rights of candidates with arrest or conviction records for employment and considers qualified applications under local Fair Chance Ordinances and public housing laws. If you have questions about our hiring policies and practices, we are happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
OneDigital Understands AI OneDigital utilizes advanced Artificial Intelligence technologies to enhance our recruitment process. We use AI to filter candidates based on qualifications and to rediscover potential candidates from our existing applicant pool. However, AI does not replace human decision makers. If you have concerns about our use of AI, you may opt out where laws allow.
#J-18808-Ljbffr