This is a hybrid position. Willing to consider remote from another city/state but must be willing/able to work within Pacific Time core business hours.
WHAT YOU'LL DO
- Report Development: Design, build, test, and maintain custom Advanced, Matrix, Composite, and standard Workday reports using calculated fields and Business Objects.
- System Maintenance & Upgrades: Test, review, and update existing reports during Workday's bi-annual releases to maintain functionality.
- Dashboard Creation: Design and manage operational dashboards, Discovery Boards, and Report-as-a-Service (RaaS) outputs, partnering with the Financial Analyst, to track key performance indicators (KPIs) for leadership.
- Prepare and update financial statement templates.
- Oversee internal financial reporting processes and implement controls to maintain accuracy and efficiency.
- Manage the preparation of quarterly and annual reports.
- Participate in monthly, quarterly, and year-end closing process.
- Collaborate with internal teams to gather report parameters.
- Lead process improvements in financial reporting systems and procedures.
- Ensure compliance with internal policies.
SKILLS & EXPERIENCE
- Bachelor’s degree in accounting, finance, information systems, business, or a related field, providing the technical foundation for Workday reporting responsibilities. MBA or CPA is valued.
- 3-5 years of experience in financial reporting, accounting, and/or auditing roles.
- Demonstrated, hands-on experience building reports in Workday Report Writer including calculated fields and advanced, matrix, and composite reports.
- Workday Report Writer Certification or be willing and able to successfully complete a Workday Report Writing proficiency assessment as part of the interview process.
- Deep understanding of Workday Finance.
- Workday Adaptive Planning experience including Adaptive Dashboards, HTML Reports, and OfficeConnect reporting packages highly preferred.
- Experience with Workday Dashboards, Scorecards, and Workday Hubs preferred.
- Experience gathering, documenting, and translating business requirements into reporting solutions, with working knowledge of data integration/ETL concepts and reporting governance practices.
- Knowledge of GAAP.
- Non-profit experience highly preferred.
- Strong financial modeling, forecasting, and data analytics skills.
- Proficiency in Excel.
- Excellent problem-solving, communication, and leadership abilities.
PHYSICAL DEMANDS FOR CERTAIN ROLES
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 is occasionally required to stand, walk, and sit for long periods of time, and work at a computer for long periods of time.
SALARY AND BENEFITS
The starting salary for this position is $108,900 to $122,000 per year, benchmarked against industry standards. Salaries for positions required to be in specific geographic locations reflect the corresponding labor market.
The actual offer extended will depend on the candidate's experience, qualifications, and the role's requirements. Positions working 20+ hours per week also receive our comprehensive benefits package (with medical, dental, and vision coverage, a 401k match, generous paid time off, and more). Click here for an overview of our company benefits.
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