Financial Systems Specialist
Position Summary
Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Financial Systems Specialist, you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. The Project Talent Model is designed for professionals with specialized skills that align to a current client need. Team members focus on delivering services to clients, without additional expectations related to business development or promotion. Their employment is tied to their role on a project, and they are eligible for a benefits package that is competitive for project delivery-focused professionals.
Recruiting for this role ends on June 30th 2026
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Work you'll do/Responsibilities
Project Management Office (PMO) - Facilitate daily syncs: Run daily stand-up meetings to review ongoing tasks, system statuses, and upcoming reporting deadlines. Track Milestones: Monitor progress against the financial reporting calendar, ensuring all technical and operational deliverables remain on schedule. Risk Escalation: Identify potential blockers or delays in the reporting cycle and proactively escalate them to senior management and stakeholders. Task Tracking (JIRA) - Manage Boards: Maintain and update JIRA dashboards, tracking the progress of ongoing technical support tasks, system updates, and compliance checks. Ticket Hygiene - Create detailed JIRA tickets for new action items, assign them to the correct engineering or financial resources, and ensure tickets are closed out with proper documentation upon completion. Service Management (ServiceNow / SNOW) Queue Monitoring: Monitor the ServiceNow queue for incoming incidents or service requests related to financial reporting systems (such as Oracle Hyperion). Basic Triage & Routing - Perform initial triage on incoming tickets, gather necessary context from the user, and route them to the appropriate technical support tier. SLA Tracking - Ensure that all SNOW tickets are acknowledged and resolved within the defined Service Level Agreements (SLAs), particularly during critical end-of-month or end-of-quarter reporting periods. Process Documentation (SOPs) - Drafting & Updating: Write clear, step-by-step Standard Operating Procedures (SOPs) for routine support tasks and system maintenance. Compliance Alignment: Continuously review existing documentation to ensure it aligns with SOX compliance requirements and current operational realities. Knowledge Base Management: Maintain a centralized repository of SOPs, ensuring the broader support team has access to the most up-to-date procedures. Stakeholder Communication - Status Reporting: Draft and distribute daily or weekly status reports detailing system health, ticket resolution rates, and project progress. Cross-functional Liaison - Act as the primary bridge between the technical engineering teams (handling the backend systems) and the financial stakeholders (relying on the reports). Meeting Facilitation - Take clear meeting minutes, capture action items, and follow up with owners to ensure accountability.
- Ability to work independently and collaborate as part of a team
- Effective written and verbal communication skills
- Meticulous attention to detail and quality of work product
- Ability to build and sustain professional relationships
- Ability to lead projects or workstreams
- Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
- Strong interpersonal skills and professional demeanor
- Ability to meet deadlines
- Ability to provide clear guidance to others
- Communicate regularly with Engagement Managers (Directors), project team members, and representatives from various functional and / or technical teams, including escalating any matters that require additional attention and consideration from engagement management
The Team
AI & Engineering leverages cutting-edge engineering capabilities to build, deploy, and operate integrated/verticalized sector solutions in software, data, AI, network, and hybrid cloud infrastructure. These solutions are powered by engineering for business advantage, transforming mission-critical operations. We enable clients to stay ahead with the latest advancements by transforming engineering teams and modernizing technology & data platforms. Our delivery models are tailored to meet each client's unique requirements.
Engineering as a Service provides complete design, implementation, and technology operations, leveraging our core engineering expertise. We transform engineering teams, modernize technology, and deliver complex programs with a product engineering approach. Our flexible delivery models-traditional teams, pools, or pods-are tailored to each client's needs, offering engineering-led advisory, implementation, and operational capabilities to accelerate innovation.
Qualifications
Required
- 3+ years of proven experience in a Project Management Office (PMO), IT Operations, or Project Coordination role, preferably within a corporate or shared services environment.
- 3+ years of proven experience JIRA: Hands-on experience using JIRA for task management, sprint tracking, and reporting.
- 3+ years of proven experience ServiceNow (SNOW): Basic to intermediate understanding of SNOW for incident, problem, and service request management.
- 3+ years of proven experience SOP Development: Demonstrated ability to write, format, and maintain clear Standard Operating Procedures and technical documentation.
- Bachelor's degree, preferably in Computer Science, Information Technology, Computer Engineering, or related IT discipline; or equivalent experience
- Limited immigration sponsorship may be available
- Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve
Preferred
- Familiarity with financial compliance frameworks (e.g., SOX) and reporting cycles.
- Previous experience in the Telecommunications industry or supporting enterprise financial systems (like Oracle Hyperion).
- Certifications such as ITIL Foundation, CAPM, or Certified ScrumMaster (CSM)
- Analytical/ Decision Making Responsibilities
- Analytical ability to manage multiple projects and prioritize tasks into manageable work products
- Can operate independently or with minimum supervision
- Excellent Written and Communication Skills
- Ability to deliver technical demonstrations
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $ 74,900- $147,600
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at USTalentCICInbox@deloitte.com.
Recruiting tips
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Benefits
At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. Learn more about what working at Deloitte can mean for you.
Our people and culture
Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ways of thinking, ideas, and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work.
Our purpose
Deloitte's purpose is to make an impact that matters for our people, clients, and communities. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. Learn more.
Professional development
From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.
As used in this posting, "Deloitte" means Deloitte Consulting LLP, a subsidiary of Deloitte LLP. Please see https://www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles's Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. See notices of various fair chance hiring and ban-the-box laws where available. Fair Chance Hiring and Ban-the-Box Notices | Deloitte US Careers
Requisition code: 352906
Job ID 352906
Perks and Benefits
Health and Wellness
Parental Benefits
Work Flexibility
Office Life and Perks
Vacation and Time Off
Financial and Retirement
Professional Development
Diversity and Inclusion