HRIS Analyst- Financial Systems

So let's talk about the role...

The FIS Analyst - Workday Financials can be expected to perform the following tasks in this role:

Workday Financial Systems Administration and Security/Compliance

• Configure, maintain, and support Workday Financial Management modules, including General Ledger, Accounts Payable, Accounts Receivable, Assets, Banking, Procurement, Expenses, and related functionality.
• Configure and maintain Workday Accounting Center, including accounting sources, mapping tables, tables and derived data sources, calculated fields, data change tasks, account posting rules, journals, and reconciliation processes.
• Monitor system performance, troubleshoot issues, and resolve configuration and transactional errors.
• Maintain organizational structures, business processes, financial hierarchies, and accounting configurations within Workday.
• Maintain Workday financial security roles, permissions, and segregation of duties controls.
• Support internal and external audits by providing system documentation, reports, and evidence.
• Ensure compliance with company policies, accounting standards, and regulatory requirements.
• Participate in periodic security reviews and financial system control assessments.
• Support Workday releases, testing activities, and deployment of new functionality.

Business Partnership and Process Improvement

• Partner with Finance leaders, Accounting, Payroll, HR, and IT teams to understand business requirements and recommend system solutions.
• Analyze current financial processes and identify opportunities to improve efficiency, controls, reporting, and user experience.
• Participate in projects involving system enhancements, implementations, acquisitions, reorganizations, and process redesign efforts.
• Document business requirements, process flows, system configurations, and operating procedures.
• Serve as system administrator for Workday Adaptive Planning, including Financial Planning and Workforce Planning functionality.
• Support annual budgeting, forecasting, headcount planning, workforce modeling, and long-range planning processes.
• Configure and maintain Adaptive dimensions, versions, sheets, levels, accounts, assumptions, and security.
• Partner with Finance and HR leaders to improve planning models and forecasting accuracy.
• Support monthly forecast cycles and budget-to-actual reporting processes.

Reporting and Analytics

• Develop, maintain, and enhance Workday financial reports, dashboards, scorecards, and data analytics solutions.
• Support monthly, quarterly, and annual reporting requirements.
• Analyze financial and operational data to identify trends, discrepancies, and opportunities for improvement.
• Ensure reporting accuracy through data validation and reconciliation activities.
• Develop and maintain financial, workforce, budget, forecast, and variance reporting solutions.
• Create dashboards and scorecards utilizing Workday Financials and Adaptive Planning data.
• Support Finance leadership with scenario modeling, workforce analytics, and financial trend analysis.
• Validate data consistency between Workday Financials, Adaptive Planning, Payroll, and external systems.

Integrations, Data Management, Testing and Change Management

• Support Workday integrations between financial systems, payroll, banking, procurement, and other enterprise applications.
• Collaborate with internal IT teams and third-party vendors to troubleshoot interface and integration issues.
• Monitor data integrity and establish controls to ensure accurate and reliable financial information.
• Assist with data conversions, mass uploads, and system migrations
• Develop and execute test plans for system updates, enhancements, and integrations.
• Coordinate user acceptance testing (UAT) activities with Finance and business stakeholders.
• Provide end-user training, documentation, and ongoing support.
• Assist with change management efforts associated with new functionality and process changes.

This list is not all inclusive of other tasks and subtasks that may be necessary in performing this role, but rather an overview of the role’s primary work tasks.

Capabilities

A HRIS Analyst - Financial Systems has a greater opportunity to succeed if they can develop and master the following job-related capabilities and KSAs:

Knowledge

• Workday Financial Management
• Workday Accounting Center
• Workday Adaptive Planning (Financial Planning)
• Workday Adaptive Planning (Workforce Planning)
• General Ledger Accounting
• Accounts Payable
• Accounts Receivable
• Banking and Settlement Processing
• Revenue Management
• Financial Reporting and Analytics
• Budgeting and Forecasting Methodologies
• Financial Controls and Audit Compliance
• Workday Security Framework
• Workday Integrations and Data Management
• Business Process Design and Optimization

Skills & Abilities

• Financial Systems Configuration Skills
• Budgeting and Forecasting Analysis Skills
• Financial Modeling Skills
• Root Cause Analysis and Troubleshooting Skills
• Data Governance and Data Integrity Management
• Reporting and Dashboard Design Skills
• Workday Security Administration Skills
• Ability to Organize and Prioritize Workload
• Ability to Solve Problems and Develop Potential Solutions
• Active Listening and Feedback Skills
• Gathering, Interpreting and Applying Business/Financial Data
• Innovative and Creative Thinking Skills
• Presentation and Facilitation Skills
• Strategic Thinking Skills
• Writing Skills

Qualifications

A qualified candidate for the HRIS Analyst - Financial Systems role should satisfy the expectations below:  

Required

• Bachelor's Degree in Accounting, Finance, Information Systems, Business Administration, or related field.
• 3-5 years of experience supporting Workday Financial Management and/or other enterprise financial systems.
• Experience supporting General Ledger, Accounts Payable, Accounts Receivable, Procurement, Expenses, Banking, and Settlement processes.
• Experience administering Workday security and business process configurations.
• Experience developing Workday financial reports, dashboards, scorecards, and composite reports.
• Knowledge of accounting principles, financial controls, and audit requirements.
• Demonstrated experience gathering business requirements and delivering system solutions.
• Advanced Excel and financial data analysis skills.

Preferred

• Workday Financial Management Certification.
• Workday Accounting Center experience.
• Workday Adaptive Planning experience, including Financial Planning and Workforce Planning.
• Experience supporting budget, forecast, and headcount planning processes.
• Workday Prism Analytics experience.
• Workday Integration, Core Connector, EIB, and Studio experience.
• Experience supporting financial system implementations or transformations.
• CPA, CMA, or related financial certification.
• Project Management certification (PMP, Agile, or equivalent).