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Synergy Financial Jobs in Georgia (NOW HIRING)

EMCOR Group Inc

Aircond Corporation

Atlanta, GA

Team Development and Synergy: Foster a collaborative and high-performing team environment ... financial targets. * Compliance and Safety: Ensure adherence to all company policies, industry ...

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Synergy Financial information

What is a Synergy Financial?

A Synergy Financial job typically refers to a role within a financial services company that focuses on providing investment, insurance, or financial planning solutions. These positions may include financial advisors, analysts, or customer service representatives who help clients manage their financial goals. Employees in these roles often work with individuals or businesses to develop strategies for wealth management, risk assessment, and financial growth. The company may also emphasize teamwork and collaboration to create effective financial solutions.

What does a typical day look like for someone working at Synergy Financial?

A typical day at Synergy Financial involves conducting financial analyses, meeting with clients to review their financial goals, and preparing reports or recommendations tailored to client needs. You’ll often collaborate with colleagues from different departments, such as investment advisors, tax specialists, and customer service representatives, to ensure a holistic approach to client financial wellbeing. The work environment is dynamic and team-oriented, and you may spend part of your day researching market trends or staying current on financial regulations. This structure allows you to continually develop your expertise and provides ample opportunity for career progression within the organization.

What are the key skills and qualifications needed to thrive in the Synergy Financial position, and why are they important?

To thrive in a Synergy Financial role, you typically need a solid background in finance or accounting, analytical skills, and a relevant degree or certification. Familiarity with financial analysis software, CRM platforms, and regulatory compliance tools is important. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial information clearly are valuable soft skills in this position. These abilities help ensure client satisfaction, sound financial advice, and effective teamwork within a fast-paced financial services environment.

What are popular job titles related to Synergy Financial jobs in Georgia?

For Synergy Financial jobs in Georgia, the most frequently searched job titles are:

What job categories do people searching Synergy Financial jobs in Georgia look for?

The top searched job categories for Synergy Financial jobs in Georgia are:

Synergy Financial jobs near you
Infographic showing various Synergy Financial job openings in Georgia as of August 2026, with employment types broken down into 86% Full Time, and 14% Part Time. Highlights an 90% In-person, and 10% Remote job distribution.

Oracle Reporting Analyst - Financials

Synergy America, Inc.

Lawrenceville, GA • On-site

Contractor

Re-posted 22 days ago

Job description


Our client is looking for Oracle Reporting Analyst - Financials for a 8 months contract role in Lawrenceville, GA. The Oracle Cloud Reporting Analyst Financials is responsible for leading the design, development, maintenance, and support of financial reports, dashboards, and analytics using Oracle Cloud reporting tools such as Oracle Transactional Business Intelligence (OTBI), BI Publisher, and Financial Reporting Studio (FRS). This role serves as a senior-level subject matter expert for Oracle Cloud Financials reporting and partners closely with Finance leadership and business stakeholders to gather requirements, provide strategic reporting guidance, and deliver accurate, actionable financial insights. The Analyst will drive reporting best practices, optimize and enhance existing reporting solutions, troubleshoot complex reporting issues, and ensure the accuracy, consistency, security, and reliability of financial data and reporting across the organization.
Skills:
• Bachelor's degree in Information Technology, Data Science, Business Analytics, Finance, Accounting, or a related field. Equivalent work experience will be considered.
• Oracle Cloud Certification in ERP, Financials, or Reporting strongly preferred.
• Minimum of 5+ years of hands-on experience designing and developing Oracle Cloud Financials reports and dashboards using Oracle Transactional Business Intelligence (OTBI), BI Publisher, and Financial Reporting Studio (FRS).
• Demonstrated experience working in a fast-paced, high-demand environment with the ability to manage multiple priorities and deliver high-quality financial reporting solutions under tight timelines.
• Proven experience operating at a senior level, partnering directly with Finance leadership and business stakeholders to translate complex financial reporting requirements into scalable reporting and analytics solutions.
Responsibilities:
• We are seeking a seasoned professional with proven experience serving as a subject matter expert and senior reporting lead, establishing and championing standardized reporting delivery models, including development standards, documentation practices, and end-user training.
• Advanced proficiency with Oracle Cloud reporting tools, including Oracle Transactional Business Intelligence (OTBI), BI Publisher, and Financial Reporting Studio.
• Strong experience designing and developing complex, enterprise-level custom reports and dashboards, including working with custom data models and ensuring alignment with business and strategic objectives.
• Demonstrated experience supporting large-scale Oracle Cloud implementations, upgrades, or transformation initiatives in a fast-paced, high-demand environment.
• Experience managing and optimizing data integration and reporting flows between Oracle Cloud modules and external enterprise systems
• Ability to work independently with minimal supervision while effectively engaging and presenting to stakeholders across all levels of management within the organization.
• Lead the design, development, and maintenance of complex Oracle Cloud Financials reports and dashboards using reporting tools such as Oracle Transactional Business Intelligence (OTBI), BI Publisher, and Financial Reporting Studio (FRS).
• Develop advanced financial data models, dashboards, and ad-hoc reporting solutions to meet evolving enterprise financial reporting and analytics needs.
• Ensure all financial reporting solutions are optimized for performance, accuracy, scalability, and usability in a fast-paced environment.
• Analyze large and complex financial datasets to identify trends, variances, and actionable insights that support executive financial decision-making.
• Translate complex financial analysis into clear, concise, executive-ready reports and presentations. Partner closely with Finance, Accounting, and business stakeholders to rapidly define requirements and deliver high-impact financial reporting solutions.
• Configure, manage, and support Oracle Cloud Financials reporting environments, ensuring data integrity, accuracy, and security.
• Conduct regular audits, validations, and quality checks to ensure financial reporting accuracy and consistency under tight timelines.
• Oversee report scheduling, distribution, and access control processes to ensure timely, secure delivery of financial information.
• Establish and maintain comprehensive documentation standards, including technical specifications, financial data definitions, and end-user reporting guides.
• Ensure full compliance with internal audit requirements, financial controls, and reporting standards across all reporting activities.
• Work independently while effectively communicating and presenting financial insights to stakeholders at all levels of management across the organization.

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