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Finance Solutions Designer

Location: Santa Clara, CA

Job Type: contract

Company: IDR

Category: Accounting / Finance

Job Description Apply Now

IDR is seeking a Finance Solutions Designer to join one of our top clients for a remote opportunity. This role is ideal for professionals with a strong background in finance operations, business analysis, and enterprise solution design, particularly within financial planning systems. The position offers the chance to work at the intersection of finance and digital teams to develop scalable solutions that enhance forecasting, budgeting, and workforce planning processes.

Position Overview for the Finance Solutions Designer:

• Collaborate closely with finance, FP&A, workforce planning, and digital teams to gather requirements and translate them into functional system designs.
• Create detailed documentation, workflows, and mockups to describe system operations supporting finance and operational processes.
• Lead the end-to-end delivery process, including testing, deployment, user enablement, and post-implementation support.
• Design solutions that simplify complex finance workflows, enhancing user usability and experience.
• Ensure all solutions align with compliance, operational, and financial guidelines while supporting scalability and future growth.

Requirements for the Finance Solutions Designer:

• Requirement 1: Strong experience in requirements gathering and functional documentation, such as user stories, functional specs, and process flows.
• Requirement 2: Deep expertise in finance systems, including FP&A, workforce planning, budgeting, and forecasting tools.
• Requirement 3: Proven skills in solution and process design, including creating business workflows, system interactions, and mockups.
• Requirement 4: Experience in user acceptance testing, including developing test scripts, validation, and quality assurance.
• Requirement 5: Ability to collaborate effectively across cross-functional teams, including finance, digital, product, and technical stakeholders.

What's in it for you?

• Competitive compensation package
• Full Benefits; Medical, Vision, Dental, and more!
• Opportunity to get in with an industry leading organization.

Why IDR?

• 25+ Years of Proven Industry Experience in 4 major markets
• Employee Stock Ownership Program
• Dedicated Engagement Manager who is committed to you and your success
• Medical, Dental, Vision, and Life Insurance
• ClearlyRated's Best of Staffing® Client and Talent Award winner 12 years in a row.

#LI-Remote All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. IDR is subject to certain governmental recordkeeping and reporting requirements for the administration of civil rights laws and regulations. In order to comply with these laws, we invite employees to voluntarily self-identify their race or ethnicity, gender, and veteran status (if applicable). Submission of this information is voluntary and refusal to provide it will not subject you to any adverse treatment. The information obtained will be kept confidential and may only be used in accordance with the provisions of applicable laws, executive orders, and regulations, including those that require the information to be summarized and reported to the federal government for civil rights enforcement. You may access this form here.

Apply Now