Senior Analyst, Workday Financial Reporting & ERP

Referral Details

We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process: 

  

After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization. 

  

Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with any questions or additional information to ensure a seamless and effective referral experience. 

  

Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process.  If you would like to read more about referral bonus eligibility, please visit InSite: Referral Bonus Program Eligibility 

Responsibilities

Under the direction of the Manager, ERP, the Analyst III gathers information and data, analyzes and documents business and technical requirements, identifies and implements business process improvements, technology solutions, reports, assists in the preparation and finalization of business case documents, and manages projects in accordance with firm.   Essential Responsibilities:    - Collaborates and/or acts as a liaison with business owners, IT and vendors to gather, document, and validate business and technical requirements, work through Workday process improvements, and identify potential solutions. - Creating and maintaining both standard and custom financial reports and dashboards using Workday's reporting tools (e.g., Report Writer, Composite Reports, Matrix Reports, Worksheets, Workday Prism). - Working with finance and accounting teams to understand their reporting needs and translate them into functional and technical specifications. - Ensuring the accuracy and reliability of financial data within Workday reports. - Prepares complex business case documents by participating in business and vendor meetings to understand system direction and potential impact of system upgrades to the Firm. - Plays a key role in vendor relationship and lead influence and consensus building efforts for recommended solutions. - Manages the efficient and timely implementation of process and/or technology changes and upgrades that meet business and technology requirements. - Mentors other Analysts and other IT associates as needed. Ensure continuous learning of business and/or technical processes and procedures related to use of assigned systems and recommend continuous improvement opportunities. - Liaisons with peers at other firms/companies to gather best business practices for assigned systems. - Leads project teams to ensure the on-time delivery of projects within budget. - Manages the system and infrastructure life cycle, to include monitoring, applying upgrades, continuous improvements, end of life, etc.    

Knowledge, Skills and Abilities

Required Qualifications: - Bachelor’s Degree in IT or an IT related major, business, finance or accounting, or an equivalent combination of education and job-related experience - Five+ years of job-related experience - High proficiency in Workday Report Writer, Composite Reports, Dashboards, and Worksheets. - Workday PRO certifications or additional experience supporting other Workday Products outside of a reporting & analytics role preferred. - Project Management (Waterfall and Agile) - Workday Business process or system design/implementation - High proficiency in Workday Report Writer, Composite Reports, Dashboards, and Worksheets. Preferred qualifications: - System life cycle management - Experience with a shared Workday HCM environment. - Workday certifications or additional experience supporting other Workday Products outside of a reporting & analytics role will distinguish you as a standout candidate. - Proven experience with Data visualization tools; ideally PowerBI (Qlik, Tableau, etc.)     Alaina Lister, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect! #LI-AL2 #LI-Remote

Additional Details

Additional Details:   Wipfli is an equal opportunity/af