I. DESCRIPTION OF SERVICES

Southwest Key Programs requires the services of 3 Enterprise Resource Planning (ERP) Business Analyst 2, hereafter referred to as Candidate(s), who meets the general qualifications of Enterprise Resource Planning (ERP) Business Analyst 2, Applications/Software Development and the specifications outlined in this document for the Southwest Key Programs. All work products resulting from the project shall be considered "works made for hire" and are the property of the Southwest Key Programs and may include pre-selection requirements that potential Vendors (and their Candidates) submit to and satisfy criminal background checks as authorized by Texas law. Southwest Key Programs will pay no fees for interviews or discussions, which occur during the process of selecting a Candidate(s).

The ERP Financial Accountant is responsible for interaction with internal and external entities, perform complex calculations, address audit and tax issues, implement process improvement initiatives, perform financial modeling, and ensure compliance with rules and regulations, especially as these functions relate to Oracle financial operating system. This position will also assist financial management staff in the discharge of their responsibilities by providing analysis, evaluations, and customization of the finance ERP software and ancillary systems.

Essential Job Functions

• Interprets and explains complex federal, state, and local laws.
• Plans, organizes, and coordinates training SWK personnel.
• Reviews, revises, and maintains Accounting Policy Manuals.
• Plans and carries out assigned projects, selecting the approaches and methods to be used in solving problems.
• Prepares complete and accurate accounting reports, complex statements, data files, forms, and detailed budgets.
• Consults with Digital Transformation Office on technical matters related to the automated system for SWK accounting.
• Prepare budget and other financial documents in the Oracle Platform
• Provides workflow for financial, accounting, and procurement processes.
• Answers inquiries pertaining to policy, procedure, record keeping, reporting, and internal controls.
• Disseminates information, procedures, workflows, and processes to appropriate personnel.
• Responds to inquiries or concerns in a timely and courteous manner.
• Provides technical assistance to those assigned or by request.
• Prepares routine reports in a timely and accurate manner.
• Provides data to supervisor and makes knowledgeable recommendations based on the data.
• Provides leadership and direction for assigned areas of responsibility.
• Utilizes proactive leadership in identifying potential problems.
• Utilizes appropriate problem-solving strategies.
• Facilitates problem solving by individuals or groups.
• Performs other duties as assigned.

Knowledge, Skills, and Abilities

• Requires the ability to display knowledge of principles, theories, and methods of accounting.
• Requires the ability to analyze, test, and provide ongoing support of financial ERP systems.
• Requires the ability to display a basic understanding of sound business management.
• Requires the ability to display knowledge of automated financial accounting systems and basic hardware and software applications.
• Requires the ability to communicate effectively, both orally and in writing.
• Requires the ability to perform financial analysis of accounting reports and records in a timely and accurate manner.

II. CANDIDATE SKILLS AND QUALIFICATIONS

III. TERMS OF SERVICE

Services are expected to start 04/03/2023 and are expected to complete by 10/03/2023. Total estimated hours per Candidate shall not exceed 40 hours. This service may be amended, renewed, and/or extended providing both parties agree to do so in writing.