Finit

Role Description This position will own a project workstream. Lead Consultants are responsible for managing a project workstream during a Corporate Performance Management (CPM) implementation and will be accountable for driving these items through to completion. This includes coordinating the workstream tasks assigned to other project resources. - Lead project workstream(s) with little to no guidance from project leadership. - Build own plan to achieve desired output including scoping, planning, and delivery of tasks within a workstream. - Produce high quality work product. - Understand the requirements of workstream, identify gaps in requirements, and work to obtain clarity with client for finalization of what is required and expected. - Enable client decision making by identifying viable solutions including pros & cons and time estimates. - Provide guidance to, and effectively work with, other workstreams within a project. - Collaborate with the project team to achieve project milestones. - Serve as project team SME (Subject Matter Expert) for workstream and lead project resources in the delivery of workstream tasks. - Proficient in most build and development tasks associated with a particular workstream, including scripting and business rule creation. - Possess thorough, detailed knowledge of functional topics and processes including consolidation accounting, planning, budgeting, and cash flow with the ability to interpret a client's forecasting process and identify requirements to meet their needs. - Serve as a trusted associate to the project leadership, ensuring assigned tasks will be completed on-time and will exceed client's expectations. - Escalate project risks to project leadership on a timely basis. - Demonstrate willingness to jump in and assist with other workstream tasks as needed. - Build and develop authentic client and Finit relationships. - Ensure a respectful and team-oriented work environment on projects. - Provide real-time on-the-job feedback to team members. Communicate openly with clients to obtain real-time feedback. - Participate in internal Finit activities. - Assume ownership of one's own personal growth at Finit and continuously seek to broaden and develop new job skills and expertise. Qualifications - Lead Consultants will typically have 3+ years' experience with CPM software and/or the financial close cycle. - Bachelor's degree or foreign equivalent required from an accredited institution. - Ability to develop and test formulas and rules while crafting a solution. - Understanding of the project lifecycle. - Understanding of broad external reporting requirements, and ability to understand how accounting and reporting practices would influence application design and functionality. - Previous experience managing a small team or a workstream a plus. - Excellent written and verbal skills as well as capability of tailoring communication based on the knowledge and needs of specific audiences. - Outstanding interpersonal skills to assist with managing project stakeholders within the expectations of Finit's core values. - Energized by projects with high degree of uncertainty. - Strong problem solving and troubleshooting skills with the ability to exercise consistently good judgment. - High competence in the Microsoft Office suite (Word, Excel, PowerPoint). Requirements - Previous OneStream experience a plus. - Bachelor's degree or foreign equivalent a plus. - CPA a plus. Benefits - Excellent Medical Plan - Dental & Vision Insurance - Life Insurance - Short & Long Term Disability Insurance - Profit Sharing - Yearly company trip for every employee and a guest - Flexible PTO with no hard limit on vacation. - Paid Holidays - Retirement Plan - "Make Life Easier" perk ($100/month for services such as house-cleaning/lawn-care services) - 3 month paid sabbatical after 10 years of employment - Charitable Donation Match - Paid Time Off to volunteer

Role Description At Finit, we take a practical, results-driven approach to solving complex business challenges. We specialize in delivering high-impact solutions across finance, operations, and technology—empowering our clients and internal teams with scalable, data-driven insights. This role will play a key part in bringing our vision of investing in artificial intelligence to enhance how we work, innovate, and deliver value. Finit is seeking a Developer to design and build AI-powered solutions that enhance internal workflows, improve efficiency, and support our team's ability to deliver exceptional results. This is a hands-on, builder-focused role for someone who enjoys experimenting with AI tools, solving real business problems, and partnering with stakeholders to bring ideas into production. You will work closely with internal teams to identify opportunities, develop solutions, and drive adoption across the organization. - Design and develop AI-driven solutions to support internal business needs and workflows - Partner with internal stakeholders to identify opportunities for automation and optimization - Build, test, and iterate on AI tools and applications that improve team productivity and outcomes - Translate business problems into scalable technical solutions using modern AI capabilities - Present solutions and recommendations to internal teams and leadership - Support change management and adoption of new AI-enabled processes - Manage multiple priorities and projects in a fast-paced, evolving environment Qualifications - Excellent written, verbal, and interpersonal skills - Minimum of 1 year of experience in software development with AI applications - Strong technical aptitude with a passion for building and experimenting with AI solutions - Ability to work independently and take ownership of projects from concept to delivery - Strong problem-solving mindset and curiosity to explore new technologies Requirements - Confident, professional presence with clients and internal teams - Strong functional understanding of API integration - Hands-on configuration mindset - Strong attention to detail and data discipline - Comfortable working with multiple stakeholders and driving items to closure - Clear communicator able to document decisions, standards, and support procedures - Strong organizational skills and ability to manage multiple concurrent workstreams Benefits - Excellent Medical Plan - Dental & Vision Insurance - Life Insurance - Short & Long Term Disability Insurance - Profit Sharing - Yearly company trip for every employee and a guest (Lisbon, Portugal 2020) - Flexible PTO with no hard limit on vacation - Paid Holidays - Retirement Plan - "Make Life Easier" perk ($100/month for house-cleaning/lawn-care services) - 3 month paid sabbatical after 10 years of employment - Charitable Donation Match - Paid Time Off to volunteer

Role Description This role is a member of the Finit Accounting Hub team, responsible for implementing OneStream Financial Close solutions including Account Reconciliations, Transaction Matching, Journal Entry Management, and Task Manager for clients. This individual will support solution design, system configuration, testing, training, and client enablement activities. The role requires strong functional knowledge of financial close processes and the ability to translate accounting requirements into scalable system configurations. Responsibilities: - General Implementation Execution: - Participate in client design workshops to gather requirements and document business processes. - Prepare detailed design documentation aligned with Accounting Hub standards and client-specific needs. - Perform system configuration activities in accordance with approved design decisions. - Follow defined delivery methodologies and internal quality standards during execution of all work activities. - Support issue resolution and troubleshooting during implementation and post-go-live stabilization. - Solution Design & Configuration: - Translate reconciliation and close control requirements into scalable templates and workflows within OneStream. - Configure Account Reconciliations, Transaction Matching, Journal Entry Management, and Task Manager modules. - Support configuration of calculations, rules, workflow, and reporting elements where applicable. - Assist in validating system builds through tie-outs, testing cycles, and data validation procedures. - Apply reconciliation best practices (preparer/reviewer workflow, substantiation, aging, certification, audit support) within system design. - Testing, Training, & Client Enablement: - Prepare testing scripts, validation materials, and supporting documentation. - Support execution of user acceptance testing (UAT) and assist in tracking defect resolution. - Prepare training materials and job aids aligned to configured processes. - Assist with delivery of client training sessions and knowledge transfer activities. - Contribute to development of standards and reusable documentation for future implementations. - Project Support & Internal Collaboration: - Assist with project management responsibilities including task tracking, documentation updates, and status reporting. - Collaborate closely with senior consultants, solution architects, and project leads to ensure delivery alignment. - Support communication of risks, issues, and dependencies during active project phases. - Drive assigned action items to closure with internal and client stakeholders. Qualifications - Bachelor's degree in Accounting, Finance, Business, Information Systems, or a related field (or equivalent experience). - 2-3 years of experience in financial close, account reconciliations, consolidation/CPM environments, or finance systems support/implementation. - Experience with OneStream Account Reconciliations or strong experience with a comparable platform (e.g., BlackLine, Oracle ARCS, Trintech Cadency, ReconNet) with willingness to ramp into OneStream. - Ability to translate reconciliation best practices into practical system configuration decisions. - Strong understanding of balance sheet reconciliation concepts including preparer/reviewer workflow, substantiation, aging, certification, and audit support. - Experience supporting CPM build or configuration activities (rules, calculations, workflow, reporting) strongly preferred. Benefits - Excellent Medical Plan - Dental & Vision Insurance - Life Insurance - Short & Long Term Disability Insurance - Profit Sharing - Yearly company trip for every employee and a guest (Lisbon, Portugal 2020) - Flexible PTO with no hard limit on vacation. - Paid Holidays - Retirement Plan - "Make Life Easier" perk ($100/month for house-cleaning/lawn-care services) - 3 month paid sabbatical after 10 years of employment - Charitable Donation Match - Paid Time Off to volunteer

Role Description This position will involve ownership of the day-to-day program governance of our smaller scale Corporate Performance Management (CPM) implementations or as the primary domain area owner of our medium and large-scale projects. Implementation Specialists will serve as Finit's primary "face" to our clients. - Serve as the day-to-day full-time project lead responsible for the successful execution of the delivery and solution workstreams. - Manage project team members through all phases of program execution following mobilization and foundation design. - Act as the primary point of contact between the client and the implementation team. - Ensure that all stakeholders, both internal and external, are kept informed of project progress, risks, and issues. - Serve substantial technical build and development role inside of OneStream, assisting frequently on less complex build tasks as needed to support team. - Establish mid-term project goals and plans for governance of the project and team. - Delegate tasks effectively to project teams while ensuring optimal resource allocation and timely delivery. - Set and communicate clear performance expectations, provide feedback, and address team challenges. - Mentor Finitians who are on the IS growth path. - Perform responsibilities in accordance with Finit values and standards of excellence. - Communicate proactively and maintain sufficient documentation to ensure clarity and transparency. - Foster continuous learning and growth and help enable fellow Finitians. - Build and develop authentic relationships with clients and team members. Qualifications - 8-10+ years of CPM Experience - 8+ years of technical experience in a multidimensional CPM product - 2+ years of OneStream experience - Finit values champion Requirements - Implementation Specialists will typically have 2-4+ years experience with CPM software and/or the financial close cycle. - Content/functional expertise in the several core EPM knowledge areas, including: Forecasting, Planning and Analysis, Consolidation and Reporting. - Previous experience managing small teams. - Excellent written and verbal skills, and capable of tailoring communication based on the knowledge and needs of specific audiences. - Outstanding interpersonal skills to assist with managing both Finit staff and client stakeholders within the expectations of Finit's core values. - Energized by projects with high degree of uncertainty. Can manage this uncertainty appropriately for other team members. - Strong problem-solving and troubleshooting skills with the ability to exercise consistently good judgement. - High competence in the Microsoft Office suite (Word, Excel, PowerPoint). Benefits - Excellent Medical Plan - Dental & Vision Insurance - Life Insurance - Short & Long Term Disability Insurance - Profit Sharing - Yearly company trip for every employee and a guest - Flexible PTO with no hard limit on vacation. - Paid Holidays - Retirement Plan - "Make Life Easier" perk ($100/month for services such as house-cleaning/lawn-care services) - 3 month paid sabbatical after 10 years of employment - Charitable Donation Match - Paid Time Off to volunteer

Role Description This position will involve overseeing multiple large scale, complex engagements, likely across multiple functional domain areas. Executive Program Directors will employ strong communication and organizational skills, technical and functional knowledge, and program leadership expertise to mobilize and lead the most complex and transformative Corporate Program Management (CPM) programs. This position will serve as the owner of the Finit-client relationship across engagements and will provide strategic guidance to project teams as needed to ensure success. Accountability - Lead and manage multiple large scale, complex programs and end-to-end engagements consisting of multiple functional domain areas. - Ultimately accountable for the successful completion of each engagement. - Account for the shape of client's strategic vision and operational success beyond the scope of any one engagement. - Lead teams of Finit and client resources through project mobilization, including current state analysis, requirements gathering, foundation design, and future state roadmap planning. - Own creation of content for key project startup deliverables, including requirements matrices, scope definition, and high-level project strategy. - Define Finit project team roles and responsibilities. Responsibilities - Develop strong client relationships by demonstrating leadership during the Mobilize and Design project stages. Become advisor during the remaining project stages. - Serve as trusted quality assurance advisor during program execution and coordinate with project leaders to manage risk and tactical resource allocation. - Demonstrate the ability to think creatively to meet project goals and challenges. - Support Finit's business development activities such as project scoping, RFP responses, proposal development and preparation of project contracts. Serve as a trusted advisor to the client during the sales/pre-project process. - Maintain knowledge of CPM industry trends and product capabilities among key CPM vendors. - Provide content/functional expertise in the core CPM knowledge areas, including: Financial Close & Consolidation, Financial Planning, Reporting & Analysis, and Data Governance. - Proactively identify ways to improve processes and provide solutions for Finit's clients. - Build, foster, and manage executive relationships with Finit clients before, during and after project completion. - Build and develop authentic Finit relationships. - Mentor, coach, and develop other Finitians. Develop a coaching/leading relationship with all levels of the client and internal team. Be able to "rally the troops" when necessary and successfully mediate between teams. - Show confident decision making despite uncertainty or incomplete information. Manage stressful or changing situations appropriately and confidently communicate plan and strategy, both internally and externally. - Provide real-time on-the-job feedback/coaching to team members. Communicate openly with client to obtain feedback. - Play a key role in driving and supporting critical internal Finit activities and projects, including recruiting, training, employee enablement and performance management. - Assume ownership of one's own personal growth at Finit and continuously seek to broaden and develop new job skills and expertise. Qualifications - Previous OneStream experience a plus. - Bachelor's degree or foreign equivalent a plus. - CPA a plus. Skills - Program Directors will typically have 12+ years of CPM experience with demonstrated program. - Deep knowledge of the CPM product functionality and solution capabilities including Oracle/Hyperion and/or OneStream. - Current knowledge of CPM industry trends and deep understanding of industry issues impacting the CFO and CIO offices. - Excellent written and verbal skills, and capable of tailoring communication based on the knowledge and needs of specific audiences. - Outstanding interpersonal skills to assist with managing both Finit staff and client stakeholders within the expectations of Finit's core values. - Energized by projects with high degree of uncertainty. Can manage this uncertainty appropriately for other team members. Benefits - Excellent Medical Plan - Dental & Vision Insurance - Life Insurance - Short & Long Term Disability Insurance - Profit Sharing - Yearly company trip for every employee and a guest - Flexible PTO with no hard limit on vacation. - Paid Holidays - Retirement Plan - "Make Life Easier" perk ($100/month for services such as house-cleaning/lawn-care services) - 3 month paid sabbatical after 10 years of employment - Charitable Donation Match - Paid Time Off to volunteer Company Description - Strong family culture characterized by good-natured, humble people who like helping each other learn and grow. - Opportunities for a wide variety of project work across many industries. - 2 weeks per year of training and professional development. - Finit is debt free and has no external owners. All Finit partners are actively involved in consulting, sales, and/or operations. - Finit has never had a layoff and has enjoyed very low employee turnover since inception in 2002.

Role Description Finit is seeking a Program Director, Customer Acquisition to serve as the primary owner and driver of end-to-end customer acquisition cycles within Finit's Customer Acquisition Organization (CAO). This role exists so that the Head of the CAO can focus on leading the organization, setting strategy, and growing its capabilities - while this teammate owns, operates, and advances every active acquisition cycle with full accountability. Over a 2–3 year horizon, this person has the potential to expand their scope and assume broader organizational leadership as the CAO evolves. Responsibilities: - Cycle Ownership & Execution - Own the full customer acquisition lifecycle from initial opportunity through close - including qualification, stakeholder engagement, proposal development, negotiation support, and handoff. - Maintain relentless forward momentum on every active cycle; identify and remove blockers proactively. - Develop and maintain accurate pipeline visibility, cycle status, and next-step documentation for leadership review. - Represent Finit credibly and independently in prospect-facing settings - calls, presentations, working sessions - without requiring CAO leader presence. - Bring every material complication to leadership with context, analysis, and a recommended path forward. - Collateral & Process Development - Build, refine, and maintain customer acquisition collateral: proposals, estimates, RFP responses, case studies, and capability overviews. - Develop and continuously improve internal acquisition processes: stage gates, qualification criteria, handoff protocols, and win/loss review practices. - Create go-to-market assets that communicate Finit's value proposition clearly and competitively. - Document cycle learnings and convert them into reusable playbooks that scale the team's effectiveness over time. - Cross-Functional Coordination - Work in close coordination with the CE (Sales) team; serve as the CAO's liaison to OS Sales teammates where relevant, with those relationships running primarily through CE. - Coordinate across internal stakeholders - delivery, finance, legal, leadership - to align proposals, terms, and timelines. - Support resource planning, scoping, and solution design conversations that feed into customer acquisition proposals. - Speed & Responsiveness - Operate with a bias toward action and urgency - turnaround times matter in competitive acquisition cycles. - Quickly synthesize new prospect context, competitive dynamics, or market information and incorporate it into active cycles. - Produce high-quality deliverables on short timelines without sacrificing accuracy or professional quality. - Organizational Readiness & Growth - Actively develop a deep understanding of Finit's positioning, solutions, competitive landscape, and customer profile. - Build toward succession readiness: over a 2–3 year horizon, develop the organizational knowledge, relationship capital, and leadership capability to take on expanded responsibility. Qualifications - Bachelor's degree in Accounting, Finance, Business, Information Systems, or a related field. - 7–12+ years of experience in customer acquisition, business development, or enterprise sales - with demonstrated ownership of complex, multi-stakeholder cycles. - Program Director-level track record: experience managing multiple concurrent opportunities with full accountability for outcomes. - Experience building or substantially improving sales collateral, proposal processes, or go-to-market infrastructure - not just executing within existing systems. - Background in professional services, SaaS, financial services, or adjacent B2B markets preferred; familiarity with Finit's domain is a plus. Benefits - 100% premium paid by Employer for Employee level coverage. - Excellent healthcare and Rx plans start on the first day of employment. - Employer contributions to an HSA up to $3,600. - Dental and vision plans with nationwide network. - Company-paid life and AD&D plans. - Company-paid short-term and long-term disability plans. - Salary continuation during disability up to 6 months. - 401(k) retirement plan with immediate vesting for employer match contribution. - Traditional and ROTH 401(k) with 28 fund options to select and invest. - Flexible Spending Account (FSA) eligibility with no waiting period. - Carryforward unused FSA balance up to IRS max. - "Make Life Easier" Perk for personal eligible expenses. - Monthly Connectivity Allowance. - Annual Peripheral Expense Allowance. - Paid 3-month sabbatical after 10 years of employment. - Paid 12-week parental leave. - Paid 11 Holidays. - Flexible PTO/Vacation. - ESOP allocation.

Role Description This role is a member of the Finit Accounting Hub team, responsible for implementing OneStream Financial Close solutions including Account Reconciliations, Transaction Matching, Journal Entry Management, and Task Manager for clients. This individual will support solution design, system configuration, testing, training, and client enablement activities. The role requires strong functional knowledge of financial close processes and the ability to translate accounting requirements into scalable system configurations. Responsibilities: - General Implementation Execution - Participate in client design workshops to gather requirements and document business processes. - Prepare detailed design documentation aligned with Accounting Hub standards and client-specific needs. - Perform system configuration activities in accordance with approved design decisions. - Follow defined delivery methodologies and internal quality standards during execution of all work activities. - Support issue resolution and troubleshooting during implementation and post-go-live stabilization. - Solution Design & Configuration - Translate reconciliation and close control requirements into scalable templates and workflows within OneStream. - Configure Account Reconciliations, Transaction Matching, Journal Entry Management, and Task Manager modules. - Support configuration of calculations, rules, workflow, and reporting elements where applicable. - Assist in validating system builds through tie-outs, testing cycles, and data validation procedures. - Apply reconciliation best practices (preparer/reviewer workflow, substantiation, aging, certification, audit support) within system design. - Testing, Training, & Client Enablement - Prepare testing scripts, validation materials, and supporting documentation. - Support execution of user acceptance testing (UAT) and assist in tracking defect resolution. - Prepare training materials and job aids aligned to configured processes. - Assist with delivery of client training sessions and knowledge transfer activities. - Contribute to development of standards and reusable documentation for future implementations. - Project Support & Internal Collaboration - Assist with project management responsibilities including task tracking, documentation updates, and status reporting. - Collaborate closely with senior consultants, solution architects, and project leads to ensure delivery alignment. - Support communication of risks, issues, and dependencies during active project phases. - Drive assigned action items to closure with internal and client stakeholders. Qualifications - Bachelor's degree in Accounting, Finance, Business, Information Systems, or a related field (or equivalent experience). - 2-3 years of experience in financial close, account reconciliations, consolidation/CPM environments, or finance systems support/implementation. - Experience with OneStream Account Reconciliations or strong experience with a comparable platform (e.g., BlackLine, Oracle ARCS, Trintech Cadency, ReconNet) with willingness to ramp into OneStream. - Ability to translate reconciliation best practices into practical system configuration decisions. - Strong understanding of balance sheet reconciliation concepts including preparer/reviewer workflow, substantiation, aging, certification, and audit support. - Experience supporting CPM build or configuration activities (rules, calculations, workflow, reporting) strongly preferred. Benefits - Excellent Medical Plan - Dental & Vision Insurance - Life Insurance - Short & Long Term Disability Insurance - Profit Sharing - Yearly company trip for every employee and a guest (Lisbon, Portugal 2020) - Flexible PTO with no hard limit on vacation. - Paid Holidays - Retirement Plan - "Make Life Easier" perk ($100/month for house-cleaning/lawn-care services) - 3 month paid sabbatical after 10 years of employment - Charitable Donation Match - Paid Time Off to volunteer

Implementation Architect This position will involve leading the design and development of Corporate Performance Management (CPM) systems for our clients for any level of complexity within a specific functional process area. Responsibilities: - Own and drive the design and development of functional process areas (Close & Consolidations, Financial Planning, Data, and Reporting) of the technical architecture on small and medium sized CPM projects. - Provide and effectively communicate solution architectural assessments, design strategies, and development roadmaps. - Engage with client stakeholders to demonstrate a deep understanding of functional business processes within particular functional process areas. - Understand the connections between technical solution possibilities and functional business requirements, and logically communicate the pros and cons of different approaches. - Assist with implementation of a global design review process to consistently apply platform design principles across projects. - Assist with implementation of a platform performance review and tuning process. - Understand the connection between various project build activities, and quickly assess the risk and impact of application design decisions and changes. - Develop training relative to assigned CPM internal knowledge pillar to facilitate on-going internal learning & development. - Collaborate with Finit marketing team to create blogs, marketing materials, white papers, etc. - Coordinate knowledge transfer and inventory or client solutions and "best" practices. - Maintain inventory of key CPM scripts and solution accelerators. - Document Discovery/Requirements and Detailed Design questions. - Create and maintain baseline implementation instructions, check lists, object trackers to help others implement and track status of solution build. - Define drivers/estimates to help Sales team and PDs with estimates and project planning. - Identify solutions to present to Solutions Review Group for standardization/productionizing/marketing. - Gain understanding of Finit's skillset and capabilities in various solution delivery areas and determine how to share them to develop others. - Assess/test/share knowledge of newly released features/solutions and understand impact to current solutions and "best" practices. - Build and develop authentic client and Finit relationships. - Ensure a respectful and team-oriented work environment on projects. - Provide real-time on-the-job feedback to team members. - Play a key role in critical internal Finit activities, including recruiting, training, employee enablement and performance management. - Assume ownership of one's own personal growth at Finit and continuously seek to broaden and develop new job skills and expertise. Skills: - Will typically have 8-10+ years experience with CPM software and/or the financial close cycle. - Content/functional expertise in the several core EPM knowledge areas, including: Forecasting, Planning and Analysis, Consolidation and Reporting. - Possess an aptitude for technology and an understanding of system architecture and design requirements. - Able to work in a highly agile environment and be flexible when requirements are not clearly defined. - Excellent written and verbal skills, and capable of tailoring communication based on the knowledge and needs of specific audiences. - Outstanding interpersonal skills to assist with managing both Finit staff and client stakeholders. - Strong problem solving and troubleshooting skills with the ability to exercise consistently good judgment. - High competence in the Microsoft Office suite (Word, Excel, PowerPoint). Qualifications: - Previous OneStream experience a plus. - Bachelor's degree or foreign equivalent a plus. - CPA a plus. The Finit Culture: We are seeking candidates who share Finit's core cultural values of integrity, personal drive, innate curiosity, and empathy for others. Our consultants enrich the experience of their clients and colleagues by being candid yet egoless and collaborative yet self-directed. We are driven to deliver on behalf of others, and we look for candidates who can demonstrate their own inquisitiveness, grit, and personal approach. Benefits: - Excellent Medical Plan - Dental & Vision Insurance - Life Insurance - Short & Long Term Disability Insurance - Profit Sharing - Yearly company trip for every employee and a guest - Flexible PTO with no hard limit on vacation. - Paid Holidays - Retirement Plan - "Make Life Easier" perk ($100/month for services such as house-cleaning/lawn-care services) - 3 month paid sabbatical after 10 years of employment - Charitable Donation Match - Paid Time Off to volunteer Why Finit: - Strong family culture characterized by good-natured, humble people who like helping each other learn and grow. - Opportunities for a wide variety of project work across many industries. - 2 weeks per year of training and professional development. - Finit is debt free and has no external owners. All Finit partners are actively involved in consulting, sales, and/or operations. Finit has never had a layoff and has enjoyed very low employee turnover since inception in 2002. Remote Workplace: Employees at Finit primarily work remotely. Our consultants may have some travel requirement to client locations. Our corporate office is located in Cincinnati, OH and may be used for collaborative work. EEO Statement: Finit provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, gender identity, gender expression, sexual orientation, domestic violence victim status, national origin, ancestry, citizenship, age, disability, marital status, amnesty, genetic information, family medical history, political affiliation or status in the military or as a covered veteran in accordance with applicable federal, state and local laws. Finit complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has business locations. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. E-Verify Employer: Finit is an E-Verify employer. E-Verify is an internet-based system that compares information from your Form I-9, Employment Eligibility Verification, to records available to the U.S. Department of Homeland Security (DHS) and Social Security Administration (SSA) to confirm that you are authorized to work in the United States. Background Check Disclosure: All applicants who are offered employment with Finit will be subjected to a check of their background by Finit's approved third party vendor. As such, applicants and employees may be subject to a consumer report or investigative consumer report. This policy applies to the criminal history screening of prospective and current employees. Finit will conduct all third-party background checks in accordance with the Fair Credit Reporting Act (FCRA), other applicable federal and state laws, and Finit policies.

HRIS Coordinator The HRIS Coordinator supports the People & Culture (P&C) team by administering Finit's Human Resources Information Systems (HRIS), ensuring data integrity, system accuracy, and seamless people operations. This role serves as a systems partner across Payroll and Benefits assisting with accurate employee data and supporting compliant, efficient, and scalable HR processes. With a strong focus on HRIS administration, reporting, system workflows, and data governance, this role ensures that people data is reliable, secure, and actionable. Responsibilities: - HRIS & Employee Data Administration - Serve as an administrator of Finit's HRIS/HCM system, ensuring accurate and timely maintenance of employee records across the full employee lifecycle, as directed by the Benefit Specialist (new hires, status changes, leaves, promotions, terminations). - Validate and audit employee data to maintain data integrity, reporting accuracy, and compliance standards. - Update system workflows, documentation, and reporting tools to support payroll, benefits, and employee processes. - Generate and distribute HRIS reports to support payroll processing, recognition tracking, external reporting, compliance reporting, and leadership insights. - Assist with document storage and retention, including background checks and employee documentation within approved systems. - Partner with Payroll & Benefits to ensure seamless data flow between systems and accurate downstream processing. Payroll & Benefits Support - Support the Benefits Specialist by gathering, reviewing, and validating employee information related to payroll and benefits changes. - Maintain tracking tools (Smartsheet and related platforms) to support payroll and benefits processes. - Review time and expense submissions for non-billable charges and coordinate approvals for part-time employee hours. - Assist with COBRA administration, benefit notices, compliance reporting, and employee benefits inquiries. - Ensure smooth administration of employee participation programs, including Make Life Easier Perk tracking and validation. Employee Relations & Performance Process Support - Assist the Employee Relations Lead to support ongoing employee relations initiatives and projects. - Support LMS administration (Litmos/LearnIt), including user setup, onboarding assignments, troubleshooting, and reporting. - Prepare separation documentation and support offboarding processes with professionalism and discretion. Onboarding & Lifecycle Coordination - Support pre-hire communication and onboarding logistics, ensuring documentation, systems, and materials are prepared and accurate. - Serve as a backup coordinator for new hire orientation and onboarding activities. - Coordinate background checks and onboarding compliance requirements as needed. Internal Communications & Engagement - Support People & Culture in drafting and distributing internal communications and engagement updates. - Provide secondary support for internal announcements, events, and engagement initiatives. - Assist with coordination of communication logistics for company-wide meetings and engagement activities. Data Tracking Reporting & Culture Support - Assist with People & Culture tracking files and dashboards, ensuring information remains current and accurate. - Provide backup support for PTO tracking and approval documentation. - Collect and organize data for external award submissions and internal reporting. - Support employee engagement initiatives, DE&I programs, volunteerism efforts, and appreciation events. General Support - Provide administrative and project coordination support for broader People & Culture initiatives. - Serve as a reliable and trusted point of contact for employee inquiries, handling sensitive information with professionalism and confidentiality. - Build strong cross-functional relationships to support a positive and people-first employee experience. Skills: - Ability to manage confidential and sensitive information with discretion. - Strong organizational and multitasking skills. - Excellent written and verbal communication abilities. - Proficiency with Microsoft Office Suite particularly Excel Smartsheet, and general HR technology. - Strong attention to detail and follow‑through Qualifications: - Bachelor's Degree in Human Resources, Business, Communications, or related field (or equivalent experience). - 1–2 years of HR, People Operations, or employee relations support experience preferred. - HR certification (PHR, SHRM‑CP) preferred but not required. The Finit Culture: We are seeking candidates who share Finit's core cultural values of integrity, personal drive, innate curiosity, and empathy for others. Our consultants enrich the experience of their clients and colleagues by being candid yet egoless and collaborative yet self-directed. We are driven to deliver on behalf of others, and we look for candidates who can demonstrate their own inquisitiveness, grit, and personal approach. Benefits: Our benefit program is designed to provide a work/life balance that ensures Finit remains a Great Place To Work. Eligible employees can participate in Finit's comprehensive benefit program which includes: - 100% premium paid by Employer for Employee level coverage - Excellent healthcare and Rx plans start on the first day of employment - Employer contributions to an HSA up to $3,600 - Dental and vision plans with nationwide network - Company-paid life and AD&D plans - Company-paid short-term and long-term disability plans - Salary continuation during disability up to 6 months - 401(k) retirement plan with immediate vesting for employer match contribution - Traditional and ROTH 401(k) with 28 fund options to select and invest - Flexible Spending Account (FSA) eligibility with no waiting period - Carryforward unused FSA balance up to IRS max - "Make Life Easier" Perk for personal eligible expenses - Monthly Connectivity Allowance - Annual Peripheral Expense Allowance - Paid 3-month sabbatical after 10 years of employment - Paid 12-week parental leave - Paid 11 Holidays - Flexible PTO/Vacation - ESOP allocation Why Finit: - Strong family culture characterized by good-natured, humble people who like helping each other learn and grow. - Opportunities for a wide variety of project work across many industries. - 2 weeks per year of training and professional development. - Finit is proud to be 100% employee-owned! As an ESOP (Employee Stock Ownership Plan), all employee-owners can share in Finit's growth and prosperity. EEO Statement: Finit provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, gender identity, gender expression, sexual orientation, domestic violence victim status, national origin, ancestry, citizenship, age, disability, marital status, amnesty, genetic information, family medical history, political affiliation or status in the military or as a covered veteran in accordance with applicable federal, state and local laws. Finit complies with federal and state laws concerning the employment of persons with disabilities. Finit will reasonably accommodate qualified individuals with disabilities. If reasonable accommodation is needed during the recruitment process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please direct your inquiries to Nicole Emerson, Managing Director, People & Culture. Remote Workplace: Employees at Finit primarily work remotely. Our consultants may have some travel requirements to client locations. Our main corporate office is located in Cincinnati, OH and may be used for collaborative work. E-Verify Employer: Finit is an E-Verify employer. E-Verify is an internet-based system that compares information from your Form I-9, Employment Eligibility Verification, to records available to the U.S. Department of Homeland Security (DHS) and Social Security Administration (SSA) to confirm that you are authorized to work in the United States. Physical Requirements: The role is primarily based in an office setting, accounting for approximately 60% of the workday, involving tasks such as computer-based work, attending meetings, and conducting routine office activities. Travel constitutes a significant part of this role, comprising up to 40% of work time. This includes both car and air travel to client sites, conferences, and meetings. - Sitting: Extensive periods of sitting are required, including working at a desk and during travel. This accounts for approximately 55% of the workday. - Standing: Standing is occasionally required, typically during client engagements, presentations, or networking events, constituting about 15% of the workday. - Walking: Regular walking is necessary for moving within offices at client sites, and during travel, making up about 15% of the workday. - Lifting and Carrying: - Weight Range: The role may require lifting and carrying items such as laptops, portable presentation equipment, and document files, usually not exceeding 20 pounds. - Frequency: Occasional Lifting: Occurs approximately 15% of the workday, primarily during travel. - Frequent or Constant Lifting: Not typically required for this role. - Talking on Phone Conversation: Engaging in phone conversations with clients and team members is frequent, making up about 35% of the workday. - Web Conferencing: Participating in web conferences with clients and internal teams is a regular part of the role, accounting for approximately 35% of the workday.

Role Summary This role is a member of the Finit Accounting Hub team, responsible for implementing OneStream Financial Close solutions including Account Reconciliations, Transaction Matching, Journal Entry Management, and Task Manager for clients. This individual will support solution design, system configuration, testing, training, and client enablement activities. The role requires strong functional knowledge of financial close processes and the ability to translate accounting requirements into scalable system configurations. Responsibilities General Implementation Execution - Participate in client design workshops to gather requirements and document business processes. - Prepare detailed design documentation aligned with Accounting Hub standards and client-specific needs. - Perform system configuration activities in accordance with approved design decisions. - Follow defined delivery methodologies and internal quality standards during execution of all work activities. - Support issue resolution and troubleshooting during implementation and post-go-live stabilization. Solution Design & Configuration - Translate reconciliation and close control requirements into scalable templates and workflows within OneStream. - Configure Account Reconciliations, Transaction Matching, Journal Entry Management, and Task Manager modules. - Support configuration of calculations, rules, workflow, and reporting elements where applicable. - Assist in validating system builds through tie-outs, testing cycles, and data validation procedures. - Apply reconciliation best practices (preparer/reviewer workflow, substantiation, aging, certification, audit support) within system design. Testing, Training, & Client Enablement - Prepare testing scripts, validation materials, and supporting documentation. - Support execution of user acceptance testing (UAT) and assist in tracking defect resolution. - Prepare training materials and job aids aligned to configured processes. - Assist with delivery of client training sessions and knowledge transfer activities. - Contribute to development of standards and reusable documentation for future implementations. Project Support & Internal Collaboration - Assist with project management responsibilities including task tracking, documentation updates, and status reporting. - Collaborate closely with senior consultants, solution architects, and project leads to ensure delivery alignment. - Support communication of risks, issues, and dependencies during active project phases. - Drive assigned action items to closure with internal and client stakeholders. Qualifications - Bachelor's degree in Accounting, Finance, Business, Information Systems, or a related field (or equivalent experience). - 2-3 years of experience in financial close, account reconciliations, consolidation/CPM environments, or finance systems support/implementation. - Experience with OneStream Account Reconciliations or strong experience with a comparable platform (e.g., BlackLine, Oracle ARCS, Trintech Cadency, ReconNet) with willingness to ramp into OneStream. - Ability to translate reconciliation best practices into practical system configuration decisions. - Strong understanding of balance sheet reconciliation concepts including preparer/reviewer workflow, substantiation, aging, certification, and audit support. - Experience supporting CPM build or configuration activities (rules, calculations, workflow, reporting) strongly preferred. Skills - Confident, professional presence with clients and internal teams. - Strong functional understanding of account reconciliations and financial close controls. - Hands-on configuration mindset; able to translate accounting requirements into scalable templates and workflows. - Strong attention to detail and data discipline (validation, tie-outs, and issue isolation). - Comfortable working with multiple stakeholders and driving items to closure. - Clear communicator able to document decisions, standards, and support procedures. - Strong organizational skills and ability to manage multiple concurrent workstreams. Physical Requirements The role is primarily based in an office setting, accounting for approximately 60% of the workday, involving tasks such as computer-based work, attending meetings, and conducting routine office activities. Travel constitutes a significant part of this role, comprising up to 40% of work time. This includes both car and air travel to client sites, conferences, and meetings. - Sitting: Extensive periods of sitting are required, including working at a desk and during travel. This accounts for approximately 55% of the workday. - Standing: Standing is occasionally required, typically during client engagements, presentations, or networking events, constituting about 15% of the workday. - Walking: Regular walking is necessary for moving within offices at client sites, and during travel, making up about 15% of the workday. - Lifting and Carrying: - Weight Range: The role may require lifting and carrying items such as laptops, portable presentation equipment, and document files, usually not exceeding 20 pounds. - Frequency: Occasional Lifting: Occurs approximately 15% of the workday, primarily during travel. - Frequent or Constant Lifting: Not typically required for this role. - Talking on Phone Conversation: Engaging in phone conversations with clients and team members is frequent, making up about 35% of the workday. - Web Conferencing: Participating in web conferences with clients and internal teams is a regular part of the role, accounting for approximately 35% of the workday. The Finit Culture: We are seeking candidates who share Finit's core cultural values of integrity, personal drive, innate curiosity, and empathy for others. Our consultants enrich the experience of their clients and colleagues by being candid yet egoless and collaborative yet self-directed. We are driven to deliver on behalf of others, and we look for candidates who can demonstrate their own inquisitiveness, grit, and personal approach. Benefits: - Excellent Medical Plan - Dental & Vision Insurance - Life Insurance - Short & Long Term Disability Insurance - Profit Sharing - Yearly company trip for every employee and a guest (Lisbon, Portugal 2020) - Flexible PTO with no hard limit on vacation. - Paid Holidays - Retirement Plan - "Make Life Easier" perk ($100/month for house-cleaning/lawn-care services) - 3 month paid sabbatical after 10 years of employment - Charitable Donation Match - Paid Time Off to volunteer Why Finit: - Strong family culture characterized by good-natured, humble people who like helping each other learn and grow. - Opportunities for a wide variety of project work across many industries. - 2 weeks per year of training and professional development. - Finit is debt free and has no external owners. All Finit partners are actively involved in consulting, sales, and/or operations. Finit has never had a layoff and has enjoyed very low employee turnover since inception in 2002. EEO Statement: Finit provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, gender identity, gender expression, sexual orientation, domestic violence victim status, national origin, ancestry, citizenship, age, disability, marital status, amnesty, genetic information, family medical history, political affiliation or status in the military or as a covered veteran in accordance with applicable federal, state and local laws. Finit complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has business locations. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.