Key responsibilities:
- Develop expert knowledge of the firm’s practice management system, proactively supporting users and promoting best practice across finance and non-finance teams.
- Liaise with software providers and the firm’s IT department to ensure system issues are identified, escalated, and resolved promptly.
- Develop and execute SQL queries and reports to extract, analyse, and present data in response to both regular and ad hoc information requests.
- Design, develop, and maintain dashboards and reports in Power BI, working with cross-functional stakeholders to understand business requirements and translate them into effective analytical solutions.
- Support the Finance Systems Manager in implementing system changes, ensuring both effective technical delivery and successful adoption of new processes.
- Identify opportunities to improve processes and operational efficiency, providing proactive recommendations to finance and non-finance stakeholders.
- Deliver system training to finance and non-finance users as required.
- Ensure appropriate system controls are maintained to support compliance with SRA, AML, and HMRC regulatory requirements.
- Assist with the implementation of new features and applications, including configuration, user acceptance testing (UAT), data reconciliation, and process documentation.
- Provide cover for other team members as required.
- Undertake additional duties as reasonably required by management from time to time.