Senior Financial & Data Analyst

Reece•Addison, TX

About The Position

The Senior Financial & Data Analyst is responsible for oversight, optimization, and daily management of financial systems, primarily Workday Financials and Adaptive Planning, with minor interaction with Oracle. The role is the primary support contact for finance-related system functionality, business unit and hierarchy setup, user access updates, report development in Workday and Adaptive, and inter-system mapping across Workday, Adaptive Insights, Oracle, Eclipse, Mincron, and ADP. The position combines systems knowledge with an understanding of accounting and finance operations. The analyst supports finance users, maintains financial data and configurations, helps keep accounts balanced across entities, and works with Accounting, FP&A, AP, IT, and third-party providers to improve reporting, reconciliation, integrations, and processes. The role also provides end-user training and system education. The minimum qualification is a bachelor’s degree in Accounting, Finance, Information Systems, or a related field, along with at least five years of experience in financial systems support or finance operations. Hands-on experience with Workday Financials is required; Adaptive Insights experience is a plus. The company lists benefits for full-time associates, including medical and dental insurance, flexible spending and health savings accounts, company-paid life insurance, short-term disability, a 401(k) plan, paid time off and holidays, parental leave, and voluntary benefits.

Requirements

At least 5 years of experience in financial systems support or finance operations.
Hands-on experience with Workday Financials.
Bachelor’s degree in Accounting, Finance, Information Systems, or a related field.
Strong analytical and problem-solving skills.
Ability to interpret technical details for non-technical stakeholders.
Highly organized, with the ability to manage multiple tasks and projects simultaneously.

Nice To Haves

Experience in a multi-entity, international environment.
Experience with Adaptive Insights.

Responsibilities

Serve as the primary support resource for finance-related Workday questions, including business unit setup, hierarchy maintenance, and expense report troubleshooting.
Monitor and respond to support requests through platforms such as ServiceNow, resolving requests or escalating them as needed.
Update and maintain financial mappings, including account structures, spend categories, and business units, across systems.
Assist with Adaptive Insights and Workday structures supporting monthly forecasting and annual budgeting.
Help ensure accounts remain in balance across entities, identify imbalances, and propose solutions.
Maintain financial data integrity and accurate reporting across systems.
Review and resolve Workday Supplier Invoice (SINV) issues and escalate exceptions to the Accounts Payable team.
Validate expense submissions and cardholder listings for policy compliance.
Address ad hoc changes to branch setup, regional structures, and allocation rules.
Maintain documentation for system configurations and user support guides.
Identify opportunities for automation and improved data flow between systems.
Partner with IT and third-party providers on enhancements and configuration changes.
Support change management for new process implementations affecting financial systems.
Partner with Accounting, FP&A, and AP teams to streamline reporting and reconciliation processes.
Translate finance users’ functional needs into system requirements in collaboration with technical teams.
Provide end-user training and ongoing system education to finance teams.
Develop and write reports for Finance within Workday and Adaptive.