Functional Analyst - Financials (26-27)

IDEA Public Schools•Weslaco, TX

1d•Hybrid

About The Position

Functional Analyst - Financials This is a vacancy for the 26-27 school year with a target start date of July 1, 2026 Mission: The ERP Functional Analyst - FINS is responsible for analyzing, designing, and implementing ERP solutions that align with business processes and objectives related to Financials. This role serves as a bridge between business users and technical teams, ensuring that ERP systems are optimized to support operational efficiency and strategic goals. Supervisory Responsibilities: None Location: This is a full-time (remote/on-site) position based in Texas, with preference given to candidates who live in Austin, El Paso, Houston, Permian Basin (Midland/Odessa), Rio Grande Valley, San Antonio, and Tarrant County (Fort Worth), or who are willing to relocate. Travel Expectations: 0-2 times per year What You’ll Do – Accountabilities Essential Duties: · Collaborate with business stakeholders to gather and document functional requirements. · Continuously evaluate and improve financial workflows and system performance. · Configure and maintain Workday ERP modules (e.g., Finance, procurement, etc.) to meet business needs. · Conduct system testing, troubleshoot issues, and ensure quality assurance. · Provide end-user training and support for ERP systems. · Maintain system documentation, including process flows, configuration settings, and user guides. · Support financial planning, budgeting, and forecasting processes. Additional Duties and Responsibilities: · Support ERP upgrades, patches, and new module implementations. · Ensure data integrity and compliance with internal and external standards. · Supports legacy ERP system during ERP transition. Knowledge and Skills – Competencies Make Strategic Decisions: This team member uses data, feedback, and insights to inform thoughtful decision-making, while considering the impact on their direct reports and team. They communicate decisions with clear rationale and begin to connect their choices to broader team objectives. Manage Work and Teams: This team member ensures their direct reports have clear, measurable goals with defined benchmarks and success criteria. They actively monitor progress, intervening as needed to keep work on track, while balancing leadership responsibilities with their own individual contributions through effective scheduling. Grow Self and Others: This team member regularly offers affirming and adjusting feedback, maintaining a positive balance that reinforces growth and motivation. They provide transparent, candid performance insights and offer consistent coaching and development aligned with individual goals, supporting both direct reports and cross-functional partners. Build a Culture of Trust: This team member proactively builds strong personal and professional relationships with individual stakeholders and regularly seeks feedback to improve their work experience. They create a supportive environment where others feel safe to take risks and learn from mistakes without fear of retribution. Communicate Deliberately: This team member communicates thoughtfully by anticipating potential misunderstandings and providing necessary context to ensure clarity. They leverage structured communication channels to address challenges, ask meaningful questions, and guide conversations toward solutions, while actively listening to the concerns of others.

Requirements

Graduate from a recognized four-year college or university preferably with a major in business administration, finance, accounting, management information systems, or a related field or, an equivalent combination of education and experience sufficient to successfully perform the essential duties of the job.
3+ years of experience with ERP configuration and support
3+ years of experience in business process design
3+ years of experience supporting Financials processes
3+ years of experience utilizing project management frameworks to ensure project and team effectiveness
Finance
Procurement
Accounting
Formal Presentation Skill
Communication
Business Process Management
Technical Training

Responsibilities

Collaborate with business stakeholders to gather and document functional requirements.
Continuously evaluate and improve financial workflows and system performance.
Configure and maintain Workday ERP modules (e.g., Finance, procurement, etc.) to meet business needs.
Conduct system testing, troubleshoot issues, and ensure quality assurance.
Provide end-user training and support for ERP systems.
Maintain system documentation, including process flows, configuration settings, and user guides.
Support financial planning, budgeting, and forecasting processes.
Support ERP upgrades, patches, and new module implementations.
Ensure data integrity and compliance with internal and external standards.
Supports legacy ERP system during ERP transition.