Overview
This role serves as a functional and technical partner to Accounting and Finance teams, owning complex configuration, support, and continuous improvement across:
- Workday Financials
- Workday Adaptive Planning
- Workday Payroll
- Enterprise reporting
The analyst translates business requirements into scalable solutions, reliable financial data, effective controls, and clear reporting. Responsibilities include leading enhancements and cross-functional initiatives, resolving complex production issues, guiding testing and release readiness, and mentoring other analysts.
Responsibilities
Workday Adaptive Planning Support
- Serve as a senior functional administrator and subject matter expert for Workday Adaptive Planning.
- Design, configure, and maintain planning models, workforce planning, sheets, cube sheets, dimensions, accounts, versions, scenarios, allocations, dashboards, reports, and OfficeConnect outputs.
- Partner with FP&A and Accounting to translate budgeting, forecasting, revenue planning, workforce planning, and driver-based planning requirements into sustainable solutions.
- Maintain model integrity, data mappings, assumptions, access controls, and integration processes between Workday Financials, payroll data, and Adaptive Planning.
- Troubleshoot data loads, mapping issues, calculation logic, model performance, and reporting discrepancies; reconcile planning results to source systems and financial statements.
- Establish modeling standards and documentation to support accuracy, scalability, auditability, and consistent use across Finance.
Workday Payroll Support
- Provide senior-level functional support for Workday Payroll processes and their impact on Accounting and Finance, including payroll accounting, costing, accruals, settlements, and general ledger posting.
- Partner with Payroll, Accounting and HRIS to analyze requirements, resolve production issues, and deliver approved configuration changes.
- Investigate payroll calculation, deduction, earning, tax, costing, and accounting discrepancies by tracing configuration and transactions through downstream financial results.
- Support payroll integrations (inbound and outbound files), data validation, reconciliation controls, and issue resolution in coordination with integration resources and vendors.
- Develop and execute test strategies for payroll changes, regulatory updates, releases, and year-end activities; document outcomes and obtain business signoff.
- Maintain appropriate security, segregation of duties, data privacy, and change controls for sensitive payroll information.
Workday Reporting and Analytics
- Lead the design and delivery of complex Workday reports for Accounting, Finance, Payroll, and business stakeholders.
- Build and maintain Advanced, Matrix, and Composite reports, calculated fields, dashboards, worksheets, and other reporting solutions.
- Translate reporting requirements into accurate definitions, data sources, prompts, filters, calculations, and security configurations.
- Validate report outputs against the general ledger, subledgers, payroll results, and planning data; identify root causes for variances and data-quality issues.
- Improve reporting governance through standards, documentation, performance optimization, controlled distribution, and retirement of redundant reports.
- Evaluate appropriate reporting technologies, including Workday-delivered functionality and Prism Analytics where applicable.
Workday Financials and Accounting Support
- Apply strong knowledge of Workday Financials and accounting principles to support financial close, reconciliations, audit requests, controls, and daily operations.
- Configure and support complex business processes, condition rules, validations, notifications, security, and approval routing.
- Support capabilities across Financial Accounting, Banking and Settlement, Supplier Accounts, Customer Accounts, Procurement, Expenses, Projects, Project Billing, Customer Contracts, Revenue Recognition, Fixed Assets, and related integrations.
- Assess the accounting and operational impact of proposed changes before configuration, including effects on worktags, ledgers, subledgers, reporting, integrations, and downstream planning models.
- Diagnose complex production issues, recommend durable solutions, and coordinate resolution with internal teams and external partners.
- Support data loads and maintenance activities using EIBs and other approved Workday tools.
Projects Leadership and Governance
- Help lead major enhancements, new capability deployments, business process redesign, requirements workshops, testing strategy, and release readiness activities.
- Develop clear requirements, solution designs, test plans, support documentation, training materials, and change communications.
- Manage assigned work from discovery through stabilization, including scope, risks, dependencies, decisions, status, and stakeholder expectations.
- Mentor analysts, share technical knowledge, lead workshops, and promote disciplined configuration and support practices.
- Monitor Workday releases and recommend features that improve controls, efficiency, user experience, and scalability.
Requirements
- Bachelor’s degree in Accounting, Finance, Information Systems, Business Administration, or a related field with 4 to 7 years of experience supporting Workday Financials, Adaptive Planning, Workday Payroll, and financial reporting.
- Workday or Adaptive Planning certifications or Workday Pro accreditation in relevant areas or an equivalent combination of education and experience required.
- Demonstrated Workday Financials experience and a strong understanding of accounting fundamentals, including journal entries, general ledger activity, subledgers, accruals, reconciliations, financial statements, and period close.
- Hands-on experience administering or configuring Workday Adaptive Planning, including models, dimensions, accounts, versions, scenarios, sheets, reports, dashboards, and OfficeConnect.
- Experience supporting Workday Payroll processes and payroll accounting, with the ability to analyze complex results and explain their financial impact.
- Advanced Workday reporting experience, including calculated fields and Advanced, Matrix, or Composite reports.
- Experience configuring business processes, security, and integrations or data loads in a controlled production environment.
- Proven ability to lead complex initiatives, facilitate requirements sessions, develop testing strategies, and deliver solutions with limited oversight.
- Strong analytical, problem-solving, communication, documentation, and stakeholder-management skills.
Preferred Qualifications
- Experience supporting US and Canadian payroll, multi-company operations, multiple currencies, or complex organizational structures.
- Experience with Workday Payroll, Financial Accounting, Banking and Settlement, Projects, Project Billing, Revenue, Procurement, Expenses, or Fixed Assets.
- Experience with Prism Analytics, Workday Worksheets, EIBs, web services, or finance and payroll integrations.
- Experience in a regulated, life sciences, clinical research, contract research, or professional services environment.
Compensation & Benefits
Benefits
- Health/Dental/Vision Insurance Plans
- 401(k)/RRSP with Employer Match
- Paid Vacation and Holidays
- Paid Sick and Bereavement Leave
- Employee Assistance & Telehealth Programs
- Telework when applicable
Incentive Programs
- Training & Development Programs
- Employee Referral Bonus Program
Location
Not specified in the provided job description.