Senior Analyst, Workday Financials

SoFi•Jacksonville, NY

22h

About The Position

Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role: We are seeking a Senior Financial Systems Analyst who will support Workday on a day-to-day basis focusing on unlocking its vast reporting possibilities. This is an exciting role for someone to make a direct impact at SoFi by shaping our processes and providing reporting solutions to help drive visibility, while also playing a key role in our implementation of Workday Financials. Success in this role hinges on your technical aptitude, quantitative abilities, and business acumen: You are an expert in Workday Financials and also understand data flows/SQL/Tableau, while also having the ability to step back and understand the business needs. You treat stakeholders as a partnership – you are there at each step of the way and you know that we only succeed if we succeed together. This position will be part of the Business Intelligence and Systems team within Accounting Controllership.

Requirements

Demonstrated ability to work collaboratively across different functions and effectively influence senior business partners
Expert in Financial Management Systems, with an understanding/vision of how to architect the perfect solution
Experience with Database Management systems (SQL) who enjoys solving complex problems
Experience with front-end reporting tools (Tableau)
Strong ability to project manage and to remain detail-oriented while working with numerous stakeholders
Strong analytical, problem solving and critical thinking skills
High EQ with ability to influence outcomes and communicate technical content to general audiences
Bachelor's degree required, preferably in Mathematics, Computer Science, Statistics or a Business related degree (Masters a plus)
5+ years of work experience
2 + years of experience configuring and supporting a combination of at least 2 of the following modules: Supplier accounts, Customers, Projects and Billing, Business Assets, Expenses, Banking and Settlement, Financial Accounting and Accounting Center
Subject matter expert on: Workday Financial Reporting (Advanced, Matrix)
At least one of the modules: Supplier Accounts, Customers
Experience required: Multiple subsidiary structure and working with different functional currencies
ETLs/ELTs related to Workday integrations
SOX Compliance
Strong verbal and written communication skills

Nice To Haves

Knowledge of the banking space a strong plus
Workday Pro Certifications
Workday Financial Reporting (Composite, Discovery Boards, Prism, Office Connect)
Consolidations
FDM design, deployment, and maintenance
SQL (Snowflake)
Tableau
Finance planning tools (ex: Planning analytics (TM1))
Alteryx
Integration platforms such as Fivetran or Mulesoft
Jira / Confluence or other Scrum Management tools
Spanish fluency a plus
Demonstrated ability to work collaboratively across different functions and effectively influence senior business partners

Responsibilities

Support Workday Financials through configuration of business process, condition rules, validations
Create and maintain complex Workday financial reports
Participate in bi-annual Workday release regression testing and uptake of new features.
Stay updated on the Workday roadmap and propose changes and solutions in areas of focus.
Act as a technical expert and support the broader finance team in Workday reporting
Develop strong collaborative relationships with the Finance, Engineering, People orgs and across the company, with a specific focus on our Workday integrations
Leverage Workday and other tools and systems to design, develop & deliver robust and scalable reporting
Perform daily administrative and production support tasks as required
Develop and deliver training on SoFi’s financial business processes and use of Workday
Be part of a great team, but capable of operating independently - managing relationships, deliverables and expectations with your business partners
Be personable, approachable and able to connect with each and every person on the team and throughout the business
Remain detail-oriented while working across a variety of projects