CDW Principal Fin Tech Spec in Lincolnshire, Illinois

The Principal Financial Technology Specialist leads analysis, design, implementation, testing, maintenance and operational aspects of CDW’s Financial systems ranging from PeopleSoft Financials to Zuora RevPro, to EPM (Enterprise Performance Management) applications. Responsibilities may include implementing and maintaining Oracle Hyperion tools including Hyperion Planning, Hyperion Financial Management (HFM), Hyperion Financial Data Quality Management or Financial Data Quality Management Enterprise Edition (FDM or FDMEE), Hyperion Profitability and Cost Management (HPCM), Enterprise Performance Management Architect (EPMA), Essbase, Hyperion Financial Reporting Studio (HFR), and SmartView. In addition to acting as an advisor, this role provides support, guidance, and technical expertise to stakeholders on system requirements and issues.

Key Areas of Responsibility

  • Identify and manage opportunities to improve or automate work that will result in more effective, efficient, and accurate finance processes.

  • Ensure appropriate support of the Finance team through resolution of requests for assistance—including systems fixes, user training, and/or business process changes

  • Lead process/controls improvement efforts primarily within Finance, but also across functions as needed.

  • Guide and teach Finance practitioners in use of various query tools, reports, and functionality to enable self-service, and to adopt business process, controls, and system functionality/capabilities.

Hyperion+ Support Focus

Key Areas of Responsibility

  • Primary responsibility is functional administration of existing Hyperion applications. Includes, but not limited to, security administration, metadata and other system changes, and data migration.

  • Support Oracle EPM/ Hyperion system implementations, enhancements and upgrades. Assist with technical infrastructure issues.

  • Support system development and improvements to streamline, standardize and automate internal and external reporting. Work with end users to automate financial reporting and reporting packages in HFR and SmartView.

  • Support of Zuora RevPro revenue recognition solution. Work with supplier and end users to address functional and integration issues.

  • Support business teams through recommendation, scoping, and guidance through completion of systems and business process improvements.

  • Collaborate cross-functionally to gather business requirements and work with functional community to provide requested information.


  • Provide Hyperion Tier 1 support for Hyperion users.

  • Define, translate and document business requirements into Hyperion solutions through design, development and testing.

  • Develop unit tests, quality assurance, and user acceptance testing.

  • Mentor and guide coworkers/contractor resources to deliver new capabilities in business applications or remediate issues.

  • Perform/coordinate coding, testing, implementation, and documentation of solutions.

  • Oversee data validation (data integrity).

  • Create calculation scripts (write/maintain/enhance) based on business requirements.

  • Develop and administer security protocols.

  • Coordinate and manage activities with IT team as required.

  • Act as back-up support for other financial systems.

  • Learn continuously and distribute knowledge/experience throughout the finance organization, and CDW

  • Participate in cross-functional initiative reviews

  • Work with business users to train, coach, communicate around systems, processes, solutions, functionality

  • Develop and deliver training and/or business-focused methodologies to finance team (e.g., adoption, change management)

  • Build relationships with internal and external people to continue to learn and share knowledge

  • Participate in IT PMO and/or organizational excellence teams to continue to learn and contribute ideas, approaches, tactics, and strategies

  • Create artifacts, white papers, decks, articles to share within CDW

  • Stay current with technology

Peoplesoft+ Support Focus

Key Areas of Responsibility

  • Serves as a liaison between the Finance, IT and Purchasing departments.

  • Administers PeopleSoft security, manages business configuration rules and/or table values, develops queries and reports and troubleshoots overall PeopleSoft Financials issues.

  • Creates and generates ad hoc finance related reports and data analysis.

  • Maintains adequate internal controls and SOX compliance within the finance organization.

  • Analyzes user/vendor needs to establish system design, file requirements and processing specifications.

  • Creates and executes unit tests, quality assurance, and user acceptance testing.


  • Provides feedback and recommendations on process improvement opportunities, as well as assessing the potential impact of changes. Shares overall best practices with the finance organization.

  • Participates in the implementation and/or upgrade of PeopleSoft applications. Assists in the design, implementation, management and audit of finance programs, procedures, and systems.

  • Support additional systems utilized in the finance organization (intranet and internet A/P related applications, Changepoint, and iSeries).

  • Knowledge of data conversion, import and export.


Hyperion+ Support Focus

Preferred Qualifications

  • Knowledge of financial / accounting terminology, business practices and procedures.

  • Knowledge of Hyperion Planning, Hyperion Essbase, Hyperion Financial Management, Hyperion Financial Reporting.

  • Experience with Hyperion development including but not limited to Outlines, Load Rules,

  • Calculation Scripts, Partitions, Web Forms and Security.

  • Experience with optimization of Essbase Cubes and Planning applications.

  • Experience with building applications using Financial Data Quality Management. (FDM).

  • Experience migrating Planning applications using Life Cycle Management (LCM).

  • A combination of 3 plus years of experience with FDM and Financial Reporting (Planning, Essbase and FDMEE a plus).

  • General knowledge of US GAAP, 606 Revenue accounting, and International Accounting Standards (IAS) a plus.

  • Experience with Agile methodology.

Peoplesoft+ Support Focus

Preferred Qualifications

  • Knowledge of financial / accounting terminology, business practices and procedures.

  • Peoplesoft Query experience.

  • SQL

  • Functional expertise in PeopleSoft Financials modules.

  • Experience with Agile methodology.

Education and/or Experience Qualifications

  • BA/BS in Information Technology/CS or Finance/Accounting or equivalent experience with strong technical background.

  • 6 years of experience with financial systems support.

Other Required Qualifications

  • Application development and scripting knowledge.

  • Ability to communicate effectively, both orally and in writing to technical, user personnel, and management.

  • Knowledge of technical tools such as SQL.

  • Solid interest and aptitude for and experience with critical, complicated analytical work and creative thinking.

  • Must be flexible, organized and able to accurately work under time constraints and deadlines.

  • Proven project management, planning and organizational skills with demonstrated ability to effectively document processes.

  • Excellent written and verbal communication skills with the ability to effectively communicate to all stakeholders including senior leadership.

  • History of balancing multiple priorities simultaneously with the ability to adapt to the changing needs of the business while meeting deadlines.

  • Demonstrated ability to build and maintain collaborative working relationships cross- functionally.

Principal Fin Tech Spec

Lincolnshire, IL