Role Summary
This position supports managing and administering the financial planning and analysis functions using Workday's suite of tools, particularly the "Financials" module for core accounting and the "Adaptive Planning" tool for budgeting, forecasting, and scenario modeling; requiring expertise in both systems to configure, maintain, and generate insightful reports for decision-making across the organization. This position will also build partnerships with teams in Finance, IT, and Human Resources to help accomplish goals and objectives, working independently to meet the needs of the business objectives below. This position will be responsible for troubleshooting and providing recommendations utilizing prior experience of Workday and Workday documentation.
Responsibilities & Tasks
• Workday Financials system management (including, but not limited to, maintenance and configuration of allocations; creation, maintenance, testing and review of integrations to 3rd party systems)
• Maintaining the structure of Workday Financials and Adaptive Planning, including chart of accounts, organizational hierarchy, and calculation logic.
• Building and updating complex financial models within Adaptive Planning to support budgeting, forecasting, and scenario analysis.
• Providing training to end-users on how to effectively utilize Workday Financials and Adaptive Planning features.
• Assist team with maintenance of metadata, business processes, security groups and user-raised support tickets for Workday Financials and Adaptive Planning.
• Adhere to established Service Level Agreements for support tickets and delivering on commitments
• Partner with business gathering requirements, developing fit/gap analysis, training on new features, and providing adoption recommendations of new or deprecated functionality from Workday Financials and Adaptive Planning releases and updates
• Creating customized dashboards and reports utilizing data from both Workday Financials and Adaptive Planning to provide key insights to stakeholders.
• Participate in implementations, upgrades, integration, support, and enhancement of financial systems
• Prepare, summarize, and timely submit external auditor requests related to IT/support of financial systems
• Collaborating with finance teams (FP&A, accounting) to understand their business needs and translate them into system configurations and reporting requirements.
Experience, Skills and Qualifications Required
Accounting/Finance Functional Knowledge Requirements
• General accounting knowledge of Financial Statements including Balance Sheets, Income Statements, and Trial Balances
• General understanding of system consolidation with varying ledger and reporting currencies and complex intercompany transactions
• Solid understanding of Accounting & Finance processes and concepts, and general Accounting operations (Procure to Pay, Order to Cash, Treasury, Banking) and compliance
Qualifications
• Bachelor’s degree in Business, Information Systems, Computer Science, Accounting, Finance, or related field
• In-depth expertise in Adaptive Planning, with strong administrative and modeling skills
• Proven experience with Workday Financials
• Proven ability to create financial models in Adaptive from the ground up
• Extensive experience troubleshooting and maintaining Adaptive models
• Advanced formula-writing skills within Adaptive
• Strong background in FP&A with a deep understanding of financial planning and reporting
• Experience in SQL
• Excellent problem-solving and analytical skills
• Proficiency in data manipulation and reporting tools
• 10+ years of experience in a financial system administrator role
• 2 years of experience with Workday Financials including functional configuration, testing, business process optimization, and maintenance for Core Financials, Procurement, Expenses, and Assets.
• Proficiency in Excel (can perform complex functions)
• Analytical and problem-solving skills with attention to detail
• Strong verbal and written communication skills
• Ability to focus and deliver on key deliverables in an environment with competing, multiple priorities
• Excellent organizational and collaboration skills
• Ability to work through complex issues and challenges
Preferred Skills
• Multinational company experience
• Prior exposure to (or implementation of) Workday Prism Analytics
• Experience partnering with software engineering teams on integrations
