How to hire a finance systems analyst

How to hire a finance systems analyst, step by step

Here's a step-by-step finance systems analyst hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a finance systems analyst job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new finance systems analyst
• Step 8: Go through the hiring process checklist

What does a finance systems analyst do?

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1. Identify your hiring needs

   The finance systems analyst hiring process starts by determining what type of worker you actually need. Certain roles might require a full-time employee, whereas part-time workers or contractors can do others.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   Hiring the perfect finance systems analyst also involves considering the ideal background you'd like them to have. Depending on what industry or field they have experience in, they'll bring different skills to the job. It's also important to consider what levels of seniority and education the job requires and what kind of salary such a candidate would likely demand.

   This list shows salaries for various types of finance systems analysts.

   Type of Finance Systems Analyst	Description	Hourly rate
   Finance Systems Analyst	Computer systems analysts study an organization’s current computer systems and procedures and design information systems solutions to help the organization operate more efficiently and effectively. They bring business and information technology (IT) together by understanding the needs and limitations of both.	$30-55
   Analyst Lead	The duties of an analyst lead depend on one's line of work or industry of employment. Typically, their responsibilities revolve around performing research and analysis, coordinating with different departments to gather leads and data, reviewing findings, and producing reports and presentations for the stakeholders and other higher-ranking officials... Show more	$35-58
   Staff Analyst	Staff Analysts are employees who oversee the activities related to the employees. They monitor the performance of the employees and assess whether particular employees suit the role they have... Show more	$34-65

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Financial Systems
   • Hyperion
   • Customer Service
   • Project Management
   • BI
   • ERP
   • Business Process
   • Strong Analytical
   • General Ledger
   • Data Analysis
   • Financial Data
   • Process Improvement
   • Financial Analysis
   • User Support

   Check all skills

   Responsibilities:

   • Document and manage project defects find in system testing with JIRA application.
   • Manage HFM applications, application security, metadata, rules, member lists, data forms, journals.
   • Maintain and manage database integrity for accurate report calculations.
   • Manage various SDLC projects involving cross-functional teams in a multi-platform environment.
   • Manage contract database and SalesForce for historical research and financial reporting purposes.
   • Leverage advanced SQL and VBA skills to ensure accuracy and data integrity across these structures.

   More finance systems analyst duties

3. Make a budget

   Including a salary range in the finance systems analyst job description is a good way to get more applicants. A finance systems analyst salary can be affected by several factors, such as the location of the job, the level of experience, education, certifications, and the employer's prestige.

   For example, the average salary for a finance systems analyst in Florida may be lower than in Oregon, and an entry-level engineer typically earns less than a senior-level finance systems analyst. Additionally, a finance systems analyst with lots of experience in the field may command a higher salary as a result.

   Average finance systems analyst salary

   $85,795yearly

   $41.25 hourly rate

   ---

   Entry-level finance systems analyst salary

   $63,000 yearly salary

   Updated December 29, 2025

   Average finance systems analyst salary by state

   Rank	State	Avg. salary	Hourly rate
   1	California	$117,440	$56
   2	District of Columbia	$94,010	$45
   3	New York	$93,975	$45
   4	Washington	$91,239	$44
   5	Massachusetts	$89,877	$43
   6	North Carolina	$86,330	$42
   7	Arizona	$86,286	$41
   8	Maryland	$85,501	$41
   9	New Hampshire	$84,532	$41
   10	Pennsylvania	$84,099	$40
   11	Texas	$83,176	$40
   12	Connecticut	$82,291	$40
   13	New Jersey	$82,170	$40
   14	Georgia	$81,634	$39
   15	Virginia	$81,222	$39
   16	Missouri	$80,319	$39
   17	Ohio	$79,444	$38
   18	Wisconsin	$79,081	$38
   19	Colorado	$78,549	$38
   20	Illinois	$76,566	$37

   Average finance systems analyst salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	Apple	$130,639	$62.81	169
   2	Databricks	$123,929	$59.58	22
   3	Lyft	$122,750	$59.01
   4	HP	$120,411	$57.89	4
   5	Roku	$120,208	$57.79	3
   6	Yelp	$120,050	$57.72
   7	Adobe	$119,896	$57.64	23
   8	Dropbox	$119,320	$57.37	1
   9	TIBCO Software	$117,787	$56.63
   10	10x Genomics	$116,944	$56.22	1
   11	Amazon	$115,892	$55.72	448
   12	Pandora	$115,536	$55.55
   13	Kronos Incorporated	$114,741	$55.16
   14	American Tower	$114,196	$54.90
   15	Workday	$114,061	$54.84	8
   16	AIG	$113,975	$54.80	13
   17	Intuitive Surgical	$113,343	$54.49	7
   18	Palo Alto Networks	$112,293	$53.99	29
   19	Smartsheet	$112,285	$53.98
   20	StubHub	$111,731	$53.72	3

4. Writing a finance systems analyst job description

   A finance systems analyst job description should include a summary of the role, required skills, and a list of responsibilities. It's also good to include a salary range and the first name of the hiring manager. To help get you started, here's an example of a finance systems analyst job description:

   Finance systems analyst job description example

   The Financial Systems and Reporting Analyst II is responsible for supporting implementation and maintenance of financial system solutions including master data management, security, data reconciliation and financial reporting solutions.
   Essential Functions:
   Supports implementation and ongoing maintenance of financial systems Participates in full delivery life cycle; including planning, requirements and impact analysis, estimation, design, build, test, deploy and support Supports the maintenance of master data, data dictionaries, reporting and internal controls maintaining data integrity Participate in delivery of SAP end user documentation, processes and training as needed. Develop financial systems knowledge/competency in super users and subject matter experts throughout the business Provide validated and reconciled data extracts for audits, and other user requests Perform tasks supporting month/year end close activities including issue resolution Assist in the development or enhancement of financial system capabilities incorporating detailed enhancement designs based on end user specifications and internal controls ensuring data integrity Develop reports presenting validation and inconsistencies pertaining to data integrity Work with members of the Enterprise financial system support team, and end users to determine the effectiveness of existing training materials, implementing appropriate changes Responsible for understanding the business needs and applying the correct configuration to satisfy those needs Assist with maintaining security settings across all financial systems incorporating segregation of duties Review development news on future releases identifying impacts and availablility of additional functionality Execute all necessary internal controls for related entities consistent with Model Audit Rule (MAR) requirements Perform any other job duties as requested
   
   Education and Experience:
   Bachelor of Science/Arts Degree in accounting, finance, economics, computer sciences or related field or equivalent work experience is required Business related post-graduate degree is preferred and provides credit for one year of related experience Two (2) years of related experience in accounting/finance is required Two (2) years of SAP or financial systems experience preferred Two (2) years' experience in business analysis and solving business problems using information technology and business intelligence software Managed care or healthcare experience is preferred
   
   Competencies, Knowledge and Skills:
   Familiar with a variety of financial concepts, practices and procedures Relies on financial knowledge, experience and judgment to plan and accomplish goals Perform a variety of tasks under general supervision Perform a variety of tasks, some of which may be complex Demonstrates analytical/problem solving skills Possesses critical thinking/listening skills Ability to communicate with all levels of management Master data management, data modeling and analysis skills Familiar with SQL, ETL or other programming concepts Ability to work independently Detail oriented Intermediate proficiency level with Microsoft Office
   
   Licensure and Certification:
   Certified Public Accountant (CPA), Certified Management Accountant (CMA), Association for Financial Professionals (AFP) FP&A, SAP Certified Application Associate or related certification is preferred and provides credit for one year of related experience
   
   Working Conditions:
   General office environment; may be required to sit or stand for extended periods of time May be required to travel occasionally
   
   Organization Level Competencies
   Leveraging FeedbackCustomer OrientationValuing DifferencesManaging WorkEarning TrustQuality OrientationAdaptabilityInfluencingCollaborating
   
   This job description is not all inclusive. CareSource reserves the right to amend this job description at any time. CareSource is an Equal Opportunity Employer, including disability and veteran status. We are committed to a diverse and inclusive work environment.

   Copy this example

   

5. Post your job

   There are various strategies that you can use to find the right finance systems analyst for your business:

   • Consider promoting from within or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to find candidates who meet your education requirements.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to reach potential job candidates.

   Post your job online:

   • Post your finance systems analyst job on Zippia to find and recruit finance systems analyst candidates who meet your exact specifications.
   • Use field-specific websites such as dice, engineering.com, stack overflow, it job pro.
   • Post a job on free websites.

6. Interview candidates

   Recruiting finance systems analysts requires you to bring your A-game to the interview process. The first interview should introduce the company and the role to the candidate as much as they present their background experience and reasons for applying for the job. During later interviews, you can go into more detail about the technical details of the job and ask behavioral questions to gauge how they'd fit into your current company culture.

   You should also ask about candidates' unique skills and talents to see if they match the ideal candidate profile you developed earlier. Candidates good enough for the next step can complete the technical interview.

   While interviews are great, you will only sometimes learn enough from a conversation with a finance systems analyst applicant. In those cases, having candidates complete a test project can go a long way in figuring out who's the most likely to succeed in the role. If you aren't a technical person and don't know how to design an appropriate test, you can ask someone else on the team to create it or take a look at these websites to get a few ideas:

   • TestDome
   • CodeSignal
   • Testlify
   • BarRaiser
   • Coderbyte

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new finance systems analyst

   Once you've decided on a perfect finance systems analyst candidate, it's time to write an offer letter. In addition to salary, it should include benefits and perks available to the employee. Qualified candidates may be considered for other positions, so make sure your offer is competitive. Candidates may wish to negotiate. Once you've settled on the details, formalize your agreement with a contract.

   It's also important to follow up with applicants who do not get the job with an email letting them know that the position is filled.

   Once that's done, you can draft an onboarding schedule for the new finance systems analyst. Human Resources should complete Employee Action Forms and ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc. They should also ensure that new employee files are created for internal recordkeeping.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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