Workday Financials Analyst - (Full-Time)

GlobalSource IT provides recruiting services (both contract and full-time) primarily for ERP positions. But enough about us, you're here to hear about our client!

They are a large healthcare provider that is moving from Peoplesoft to Workday with a target go-live in early 2026. As part of this transition, they are seeking an experienced Workday Financial Analyst to support the new system. Additional details regarding the job are below. In short, our client has an outstanding benefit program including an annual bonus and offers stability within a changing IT/ERP job market. Please note - 3 days per week onsite work is required. Please contact Dave with additional questions at daves@globalsourceit.com or at 414-380-1087. Thanks for reviewing and for your consideration!

GENERAL SUMMARY:

The Finance ERP Senior Financial Analyst has an extensive background in the Accounting, Finance and/or Payroll process with a focus on system processes and is responsible for leading in the design, build, implementation, training, evaluation, testing and maintenance of the assigned software. Review, analyze and evaluate company functions, processes, and activities to improve computer-based business applications for the most effective use of money, materials, equipment, and people. Documents requirements, defines scope and objectives, and formulates systems to parallel overall business strategies. Manages team members assigned to the software team. Ensures the integrity, security, effectiveness and efficiency of the software. Responsible for managing one or many projects or initiatives, depending on scope and complexity, to deliver the agreed project outcomes and objectives within the agreed scope, quality, effort, resources, risks, timeframe, contractual framework and customer satisfaction.

PRINCIPAL DUTIES AND JOB RESPONSIBILITIES:

• Studies existing systems and associated accounting or payroll processes for overall effectiveness and develops new processes to improve productivity, quality and maximize the value of the software.

• Maintains awareness of management responsibilities and project status including any potential delays, situations or concerns that may affect outcomes. Completes documentation for all phases of software development life cycle.

• Manages risk, scope, and project planning and escalates issues as appropriate.

• Has a clear vision of the project deliverable and may assist to ensure strict adherence to the envisioned plan within defined timelines.

• Demonstrates knowledge of accounting or payroll principles and has a strong understanding of business processes including applications, technology and business process to anticipate, assess and define potential needs.

• Ensures the integrity, security, effectiveness and efficiency of the software.

• Documents requirements, defines scope and objectives and formulates systems to parallel overall business strategies.

• Assists in creation of and maintains project plans, status reports, and checklists

• Assists with cross-team functional integration testing

• Demonstrates verbal ability to analyze issues and effectively present ideas and views to audiences at various levels. Able to lead group efforts toward the resolution of complex problems in a professional, courteous impartial manner.

KNOWLEDGE AND SKILLS REQUIRED:

• Demonstrates expertise in a wide variety of accounting or payroll concepts, practices, and procedures.

• Excellent oral and written communication skills

• Ability to be flexible, disciplined, a quick learner, team builder, and motivator

• Proficient in Microsoft Office Applications specifically Excel, Word, and PowerPoint.

• Ability to manage issues and projects to consistently meet timelines.

• Demonstrates strong oral and written communication skills particularly in reporting and consulting with all levels of leadership.

KNOWLEDGE AND SKILLS PREFERRED:

• Knowledge of Workday Finance, Oracle PeopleSoft or other ERP financial systems

• Knowledge with Oracle Hyperion products

EDUCATION AND EXPERIENCE REQUIRED:

• Bachelor’s Degree in Accounting, Finance, Business Management, or related field or equivalent experience

• 4 or more years’ experience in related field