Financial Systems Analyst

JPI•Dallas, TX

1d•Onsite

About The Position

JPI is seeking a Financial Systems Analyst to join our Financial Systems team in Dallas, TX. In this role, will support the maintenance, configuration, and ongoing evolution of JPI's financial systems, with a primary focus on Workday Financial Management. You'll also provide limited, Workday-focused support where it touches Adaptive Planning, Sage Intacct, and Procore. You will serve as a primary point of contact for day-to-day end-user support and application training, bringing both technical curiosity and a genuine commitment to service excellence.

Requirements

Bachelor's degree required, preferably in Finance, Accounting, Information Systems, or a related field.
1–3 years of experience in a business, financial, or IT support setting; prior exposure to Workday (as an end user or in a support role) strongly preferred.
Foundational understanding of financial processes (e.g., general ledger, month-end activities) is a plus.
Strong interpersonal and written/verbal communication skills; comfortable explaining system issues to non-technical stakeholders.
Proficiency with business software and a demonstrated ability to quickly learn and adapt to new applications.
Detail-oriented, with strong critical thinking and troubleshooting skills.
Willingness to pursue Workday training and certifications (e.g., Workday Pro Financials) as part of ongoing development in this role.

Responsibilities

Serve as the first point of contact for JPI corporate and field staff requiring assistance with Workday Financial Management, and Workday's touchpoints with Adaptive Planning, Sage Intacct, and Procore.
Manage and resolve support requests through the company's ticketing system, prioritizing based on business impact and escalating complex issues to the Sr. Financial Systems Analyst or Director as needed.
Develop and deliver training materials and sessions for new and existing employees on Workday financial workflows.
Foster a high-quality service experience through strong interpersonal skills and a dedication to end-user support.
Configure and maintain Workday master data, including ledger accounts, legal entities, projects, and other financial work tags such as spend or revenue categories, cost centers, regions, locations.
Apply critical thinking to diagnose and resolve Workday configuration and data issues, escalating to Workday support or the Financial Systems Director when appropriate.
Monitor Workday application health and data integrity, flagging anomalies before they affect close or reporting.
Support the connections between Workday and Adaptive Planning, Sage Intacct, and Procore (e.g., data flow, sync issues, reconciliation questions).
Stay current on Workday's semi-annual release notes and research topics on the Workday Community, flagging changes that may affect existing configurations.
Support testing and research of reported issues and new functionality within Workday financial modules.
Assist with conducting data audits and implementing data quality measures to keep financial data elements (e.g., chart of accounts, vendor information, projects) accurate and up to date.
Collaborate with internal teams (Accounting, Finance, Tax, and Internal Audit) to help ensure Workday is effectively aligned with business requirements.
Maintain a change log and supporting documentation for Workday updates, configuration changes, and release-related adjustments.
Partner with the Financial Systems Manager or Director on more complex or recurring reporting needs, learning advanced Workday reporting techniques over time.
Contribute to cross-functional projects involving Workday and its connected financial systems.
Help document current-state processes and compare them to future-state designs under project lead direction.
Support configuration changes tied to project requirements, working alongside the Financial Systems Manager and Director, on anything touching business process design, security, or controls.
Report project progress in weekly project meetings.
Update training and knowledge documentation to reflect project outcomes.
Use approved enterprise AI tools (e.g., Claude Cowork, Microsoft Copilot) to draft, summarize, analyze, and accelerate everyday work.
Apply sound judgment to review AI-generated outputs for accuracy, tone, and appropriateness before using or sharing them.
Follow company data handling, confidentiality, and acceptable-use policies when working with AI tools and sensitive information.
Demonstrate curiosity and willingness to adopt new tools; actively participate in AI training, office hours, and adoption campaigns.
Use AI assistants to reduce manual effort on routine tasks (email drafting, meeting notes, document summarization, basic research).
Other duties as assigned.