Associate Business Analyst - Record to Report
UTi Worldwide - Portland, OR

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The successful candidate will support the transformation of the Finance Organization from a local based financial & accounting services organization to UTi’s new financial organization with Enterprise led activities and a shared services network. He/she will participate in the design, configuration, testing and implementation of a new Global Template for Oracle Financials R12.3. He/she will participate in regional efforts to implement Oracle R12.2/3, along with standard business processes and will actively participate in the transition of accounting services to UTi’s Shared Service Organization or Centers of Excellence. The deployment of the financial applications will occur at the same time UTi deploys their freight forwarding system. The successful candidate will be responsible to work closely with the Regional Business Lead (GOP) in delivery of an integrated solution.

The candidate as a member of the Processes & Optimization Team and working with the Freight Forwarding Business Lead (GOP), and VP Shared Services, will participate in the execution of the standard implementation approach to meet an agreed upon timeline. He/she will participate in the delivery of the new financial processes, organization and tools for their area of responsibility.


Process Optimization
  • Provide input for the design of business processes, including the process flow, key internal controls and work steps
  • Update Process Flow, Work Instructions and Training Material documentation.
  • Assist in functional testing of Oracle Financials for new releases of 1View and Oracle Financials
  • Provide assistance and input for designing solutions to mitigate financial reporting risks and improve the overall efficiency of the finance organization.
  • Assist in the analysis of master data components and ensure that master data is accurate in accordance with UTi standards
  • Ability to explain processes, tools, templates, environment & concepts to team members and internal customers
  • Assist to gather business needs and requirements from stakeholders
  • Customer service orientation, works within the team in ensuring a high quality products
  • Assists in the preparation of post implementation customer service surveys
Training and Communication
  • Assist with training of the business users on new policies and procedures.
  • Assist in the preparation of presentations
  • Ability to document and communicate the status of deliverables against plans for own work

In Country Deployments
  • Participate in the implementation process against plan; including preparation activities such as review of master data, account reconciliations, preparation of journal or vendor templates, etc.
  • Assist in gathering specific local requirements and mapping these requirements against UTi standard processes
  • Assist in the conversion of historical data, including fixed assets, chart of accounts, opening balances and master data
  • Document standard business processes and training material
  • Support the Regional Implementation Team for post implementation improvements


Computer Skills

• Have strong computer skills and be proficient in MS Office Suite, including Word, Excel, Visio, PowerPoint and Access.

• Systems experience, maintenance, implementation preferred.

• Participation in the configuration, design and testing of Oracle Financial Applications experience is preferred, but not required.

• Willingness to learn and enhance comprehension of Oracle Financials capability.

Education and/or Experience

• Bachelor’s degree or similar qualification in Accounting required.

• Financial accounting system implementation background, preferred.

• Knowledge of internal controls, entity level and automated controls, referred

• One to two years’ experience working in Finance department functions such as: Cash Management, Accounts Payable, Accounts Receivable, General Ledger, Audit is required.

• Experience in working within a multi-national accounting and finance environment a plus.

• Experience in Freight Forwarding and/or Supply Chain Solutions Logistics, favorable.

• Experience working in a public accounting organization and/or internal audit, preferred.

• Be able to multi task and meet aggressive deadlines.

• Have the ability to work under pressure analytically and systematically.

• Demonstrates self-motivation, problem solving abilities, team spirit and a “hands on” mentality.

Work Management
  • Ability to deliver multiple deliverables at a time
  • Ability to work flexible hours in order to meet project & operational deadlines and to work to tight timelines as required.
  • Ability to multi-task and work within a matrix organization

Leadership & Teamwork
  • Ensure own work priorities / results are aligned with overall vision / direction for a project
  • Be a positive role model and proactively contribute to morale of the team.
  • Excellent oral and written communication skills, as well as ability to present and explain technical information in a way that establishes rapport, persuades others, and gains understanding

Soft Skills
  • Demonstrates a high level of energy and enthusiasm
  • Fits well into any team
  • Drives to completion of the task at hand
  • Persuasive
  • Self-confident and passionate about the Business Analyst role

Language Skills
  • Fluent in English
  • Foreign language skills, particularly in German, French, Spanish, Portuguese, Mandarin, preferred

Mathematical Skills
  • Intermediate to advanced mathematical aptitude, primarily accounting

Certificates, Licenses, Registrations or Professional Designations

Professional certifications (CPA or Chartered Accountant) preferred.


The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee uses his/her hands to finger, handle or feel objects, tools or controls; reach with hands and arms; sits, walks, stands, push/pull; talk or hear. The employee consistently uses computer and telephone equipment. Specific vision requirements of this job include close vision and distance vision. Must be able to travel by plane and automobile.


The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee rarely is exposed to fumes or airborne particles, toxic or caustic chemicals. The noise level in the work environment is usually low to moderate.


This role will require travel up to 50%.

This role will be required to interact with the stakeholders below:


Role overview

Local Accounting Organization and Branch Personnel

Assist in the conversion of the chart of accounts

Assist in the training of branch personnel on the new business processes

Support closure of the project with the local accounting and branch personnel

Providing on-site support during the implementation process

Assists in the preparation of month-end journal templates for the first month-end closure process

Shared Service Team

Delivery of the new processes and systems to the shared service center

Ensures that the business requirements are met for each entity as deployment occurs

Assist participation of Works with the SSC and the local accounting team on the knowledge transfer between the local accounting organizations and the shared service center

Provides training to the Shared Service Center Personnel

Provide “customer care” until project closure

Finance Process Architecture

Performs GAP Analysis and Works with the Finance Process Team and the Financial Process and System Architect in the design of enhancements or country specific requirements

Working with the Finance Process Organization ensures that all requirements for each entity have been “solutioned”

Works as a Regional Representative for a member of a Global Process Team responsible for ensuring cost efficient and effective processes

Represents their region for a specific domain in ensuring that processes meet the business requirements for their region

Business Subject Matter Expert

Gather and document requirements for the solution via participation in workshops with the Oracle/Solution and UTi Business Stakeholders/SMEs

Assist with the configuration of the Oracle 2.0 solution

Assist in defining Work Instructions and supporting Training Material

Functional Architecture

Assist with the configuration of the Oracle 2.0 solution

Engage to define go-forward data conversion strategy and Oracle 1.0 migration strategy

Participate in Integration and Solution Validation testing activities, including script development

Assist in defining Work Instructions and supporting Training Material

Performs GAP Analysis and works with the Finance Process Team and the Solution Architect in the design of enhancements or country specific requirements

Position Requirements

UTi Worldwide - 19 months ago - save job - block
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