Dir, Financial Automation & Reporting

• Configure and manage financial settings within ConnectWise PSA and CPQ, including billing setups, tax rates, and general ledger mappings
• Streamline invoicing and billing processes to enhance accuracy and reduce processing time
• Develop and maintain workflows for tracking revenue, expenses, and profitability at a company level, a service level, and a customer level
• Create, manage, analyze, and optimize financial reports, including revenue forecasts and profitability reports for services, clients, and projects
• Deliver actionable insights to leadership based on data extracted from ConnectWise PSA, including detailed financial analysis of revenue, costs, and margin tracking
• Manage and optimize quoting workflows within ConnectWise CPQ to ensure accurate product and services pricing
• Ensure quotes align with operational goals, including profitability and margin targets
• Collaborate with the IT, Accounting, and Finance teams to ensure seamless integration between ConnectWise PSA and CPQ, and all other systems and tools
• Troubleshoot and resolve integration issues as needed
• Train team members on financial workflows and best practices within ConnectWise PSA and CPQ
• Develop and maintain documentation on financial processes and configurations
• Ensure financial processes comply with company policies and industry regulations and best practices
• Support internal and external financial audits and JSOX compliance inquiries by providing required documentation

• Intensely curious and willing to challenge cultural and operational norms.
• Requires strong verbal and written communication skills, with the ability to convey technical concepts to non-technical stakeholders
• Ability to navigate and influence change across the enterprise up to and including the C-Suite
• Solid understanding of accounting principles and financial workflows
• Strong analytical and problem-solving skills with rigorous attention to detail
• Proficiency as a change agent and change management advocate

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all functions, physical demands and skills required of personnel so classified.

• 5+ years of proven expertise in ConnectWise PSA and CPQ with a strong focus on financial modules and processes, quoting workflows, and profitability analysis
• 5+ years of financial modeling and analysis
• BA/BS in Accounting, Finance, or related field
• Proficiency in ERPs/Financial Software; SAP a plus
• Experience with process optimization and financial reporting
• Previous experience in an IT Services or Managed Service Provider (MSP) environment
• Familiarity with other tools and systems integrated with ConnectWise PSA
• Certifications in ConnectWise PSA and CPQ or a similar platform is a plus

Konica Minolta's journey started 150 years ago, with a vision to see and do things differently. We innovate for the good of society and the world. The same purpose that kept us moving then, keeps us moving now. Konica Minolta Business Solutions U.S.A., Inc. is reshaping and revolutionizing the workplace to achieve true connectivity through the Intelligent Connected Workplace. The company guides and supports its clients' digital transformation through its expansive office technology portfolio, including IT Services (All Covered), intelligent information management, managed print services and industrial and commercial print solutions. Konica Minolta has been included on CRN's MSP 500 list nine times and The World Technology Awards named the company a finalist in the IT Software category. Konica Minolta has been recognized as the #1 Brand for Customer Loyalty in the MFP Office Copier Market by Brand Keys for sixteen consecutive years, and is proud to be ranked on the Forbes 2021 America's Best-in-State employers list. The company received Keypoint Intelligence's BLI 2021 A3 Line of The Year Award and BLI 2021-2023 Most Color Consistent A3 Brand Award for its bizhub i-Series. Konica Minolta, Inc. has been named to the Dow Jones Sustainability World Index for nine consecutive years and has spent six years on the Global 100 Most Sustainable Corporations in the World list. Konica Minolta partners with its clients to give shape to ideas and works to bring value to our society. For more information, please visit us online and follow Konica Minolta on Facebook, YouTube, LinkedIn and Twitter.

Konica Minolta is an equal opportunity and affirmative action employer. We consider all qualified applicants for employment without regard to race, color, religion, creed, national origin, sex, pregnancy, age, sexual orientation, transgender status, gender identity, disability, alienage or citizenship status, marital status or partnership status, genetic information, veteran status or any other characteristic protected under applicable law.