Job Description Summary:

This position is responsible for the day-to-day operations of the Workday Adaptive budget, forecast and planning tool and application, as well as strategically leveraging the system in order to maximize the value of system capabilities to all Leadership users.

Job Responsibilities:

•     Manage a Senior Financial Systems Analyst ensuring they are onboarded, trained, and have individual goals and development plans.

•     Trains and mentors budget team member on the budget system and its service delivery model.

•     Design and build models in Adaptive from scratch, tailored to organizational needs.

•     Manages the day-to-day operations of the Workday Adaptive application including configuration updates, security maintenance, application monitoring, testing of system, reports and integrations.

•     Ensure data accuracy and integrity by thoroughly reviewing, reconciling, and improving data inputs and outputs between the Workday and Adaptive platforms.

•     Oversee, prepare and provide training and documentation of the Adaptive system and best practices to internal and external users throughout the institution.

•     Collaborate with cross-functional teams to gather and document business requirements for budget process.

•     Serve as a subject-matter expert, developing and maintaining the budget system models, reports, dashboards, and templates to meet business needs.

•     Identify opportunities to streamline the planning and forecasting processes to improve effectiveness of the budget system.

•     Conduct data analysis to ensure accuracy, completeness, and alignment within Adaptive.

•     Stay current on Workday Adaptive Planning updates, features, and best practices to continuously improve performance and functionality.

•    Partners with team to develop and/or enhances budgetary policies, procedures, and processes.

•    Partner with team to re-evaluate enhancement of business processes, systems, and workflows to be efficient and effective.

•    Review the bi-annual Workday Adaptive release items and determine if they are applicable to Workday Adaptive for implementation.

•    On a regular basis, monitor the Workday Adaptive Community for updates and troubleshooting.

Required Qualifications:

Education: Bachelor’s degree in Accounting, Finance, Information Systems, or related 

degree. 

Work Experience:

·       Five (5) years’ experience in Financial Budget, Planning, Analysis and/or Accounting

•    Three (3) years’ experience mentoring/supervising

•    Three (3) years in project management and leading cross-functional teams

•    Experience using and programing/design of financial planning and/or ERP systems

•    In-depth expertise in Adaptive Planning, with strong administrative, modeling, and integration, including troubleshooting and maintaining Adaptive models or other system planning tools

•    Experience with Workday to Adaptive integrations, or comparable sophisticated forecasting tool

•    Experience with custom report writing

•    Experience with large, complex organizational settings

•    Experience identifying and driving process and system optimization

Preferred Qualifications Work Experience:

•    Experience using Workday and Workday Adaptive Budgeting

•    Advanced formula-writing skills within Adaptive or similar robust planning tool

•    Experience with system implementations and enhancements

Skills

•    Demonstrated ability to be highly self-directed and detail oriented

•    Experience building models, reports, and dashboards

•    Strong analytical, problem-solving, and decision-making skills

•    Ability to build relationships and communicate effectively at all levels of an organization