Job Description

The

System Integration & Automation Analyst

is responsible for leading the design, development, and maintenance of system integrations and process automations across OwnersEdge and its companies. Reporting to the Finance leader, this role bridges IT and Finance to improve workflows, connect core systems like ERP and CRM platforms, and deliver automation solutions that drive efficiency, consistency, and data integrity. The position requires technical skills in integration tools, scripting, data analysis, and process logic--combined with strong communication skills to collaborate across departments. It is ideal for a hands-on systems thinker who enjoys building practical solutions to streamline operations and improve business outcomes.

Specific Duties and Responsibilities

Design, build, and maintain data integrations between ERP, CRM, and other business systems

Automate finance-related workflows, reporting tasks, and data syncs between applications

Collaborate with finance and operational teams to gather requirements for automation and system connectivity

Document and map current state workflows, identify inefficiencies, and develop streamlined future state designs

Work with APIs, scripting tools, and integration platforms (e.g., SmartConnect, Power Automate, Zapier, etc.) to implement automation solutions

Support data cleansing, transformation, and load (ETL) activities during integrations or system changes

Maintain visibility into financial system health, integration schedules, and automation success/failure alerts

Act as the internal subject matter expert for systems integration and data automation across departments

Collaborate with IT infrastructure and security teams to ensure solutions meet security and compliance requirements

Develop user and technical documentation for automation processes and integration points

Assist in reporting and dashboard development (e.g., Power BI) that supports automated data delivery

Support continuous improvement by identifying recurring tasks that are candidates for automation

Work Location

Waukesha, WI, with occasional travel to Wisconsin and Midwest offices as needed

On-Call Requirements

This role does not require on-call responsibilities but may involve occasional after-hours work for deployment or support of automation jobs or data refreshes

Minimum Qualifications (Education and Experience)

Bachelor or Associate degree in Information Systems, Finance, Business Analytics, Computer Science, or related field

Three or more years of experience working with system integrations or automation in an IT or business systems role

Experience with ERP or CRM systems, including data structures and workflows

Familiarity with integration tools or platforms such as SmartConnect, Power Automate, Zapier, or custom API scripting

Ability to understand finance and business operations workflows and translate them into technical requirements

Strong communication and problem-solving skills

Preferred Qualifications

Experience with modern ERP systems

Comfort working with basic SQL, Python, or PowerShell for data handling or scripting tasks

Experience with financial automation, reconciliation workflows, or process mapping

Familiarity with Power BI or similar tools for automated data reporting

Understanding of accounting and financial system principles

3+ years of experience in business analysis or technology automation

Knowledge, Skills, and Abilities (KSAs)

Strong analytical thinking and systems logic

Ability to translate business requirements into automation or integration specifications

Attention to detail when working with financial and operational data

Curiosity and drive to explore tools and build solutions for process improvement

Ability to communicate clearly with technical and non-technical stakeholders

Ability to manage multiple requests and deliverables while maintaining responsiveness

Essential Job Functions (Approximate Time Allocation)

40% - Design and implement system integrations and automations

25% - Collaborate with business and IT stakeholders to define solutions

15% - Maintain integration and automation platforms and tools

10% - Document workflows, processes, and technical specifications

10% - Support analytics, reporting, and data pipeline improvements

Job Type: Full-time

Benefits:

401(k) Dental insurance Employee assistance program Flexible spending account Health insurance Health savings account Life insurance Paid time off Referral program Vision insurance
Application Question(s):

What are your compensation expectations?
Ability to Commute:

Waukesha, WI 53188 (Required)
Work Location: In person