Analyst II, Workday ERP

Wipfli Advisory LLC•,
•$88,000 - $118,000•Remote

About The Position

The Analyst II works under the direction of the Manager, ERP, gathering information and data, analyzing and documenting business and technical requirements, identifying and implementing business process improvements and technology solutions, and assisting with reports and business case documents. The role participates in projects in accordance with firm policies and procedures. The Analyst II collaborates with Product Owners, IT, vendors, and finance, accounting, and operational teams to understand business needs and translate them into functional and technical specifications. The position creates and maintains standard and custom financial reports and dashboards using Workday reporting tools, and helps ensure the accuracy and reliability of operational and financial data in Workday reports. It also supports solution design, vendor relationships, process and technology changes, project delivery, and the ERP system and infrastructure life cycle.

Requirements

  • Bachelor’s degree in IT or an IT-related major, business, finance, or accounting, or an equivalent combination of education and job-related experience.
  • Three or more years of job-related experience.
  • Proficiency in Workday Report Writer, Advanced Reports, Matrix Reports, Composite Reports, Dashboards, and Worksheets.
  • Experience with Workday business processes or system design and implementation.

Nice To Haves

  • System life cycle management experience.
  • Experience with a shared Workday HCM environment.
  • Workday certifications or additional experience supporting Workday products outside reporting and analytics.
  • Experience with data visualization tools, ideally Power BI; Qlik and Tableau are also noted.

Responsibilities

  • Gather, document, and validate business and technical requirements in collaboration with Product Owners, IT, and vendors.
  • Create and maintain standard and custom financial reports and dashboards using Workday reporting tools.
  • Work with finance, accounting, and operational teams to understand needs and translate them into functional and technical specifications.
  • Ensure the accuracy and reliability of operational and financial data within Workday reports.
  • Partner with Product Owners to design and recommend optimized system and process solutions.
  • Participate in stakeholder and vendor meetings to understand system direction and the potential impact of system changes, and occasionally help prepare business case documents.
  • Participate in vendor relationships and influence recommended solutions.
  • Manage the efficient and timely implementation of process and technology changes and upgrades that meet business and technology requirements.
  • Serve as a key project team member, delivering assigned tasks and responsibilities on time.
  • Support the system and infrastructure life cycle with ERP team members, including monitoring, applying upgrades, continuous improvement, and end-of-life activities.

Benefits

  • Eight health plan options, including HMO and PPO plans.
  • Dental and vision coverage.
  • HSA enrollment opportunity with potential Firm contribution.
  • Employee Assistance Program.
  • Firm-sponsored basic life insurance and short- and long-term disability coverage.
  • 401(k) savings plan and profit share, with Firm matching contribution.
  • Well-being incentive.
  • Education and certification assistance.
  • Flexible time off.
  • Family care leave and parental leave.
  • Family formation benefits.
  • Cell phone reimbursement.
  • Travel rewards.
  • Voluntary critical illness and accident insurance, hospital indemnity insurance, legal coverage, long-term care insurance, pet insurance, ID theft protection, and supplemental life/AD&D coverage.
  • Possible annual discretionary bonus, subject to participation rules and various factors.
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