About the role
The Financial Systems & Reporting Analyst will be responsible for designing and developing simple to complex custom reports, dashboards, and scorecards in Workday and Adaptive. This role requires a highly analytical and detail-oriented professional with a deep understanding of Workday and Adaptive reporting. The ideal candidate will have a proven track record in these financial systems, excellent problem-solving abilities, and the ability to work effectively with cross-functional teams.
Key Responsibilities
- Partner with Finance, Accounting, Business Intelligence, Operations and other departments to understand business needs and translate them into technical reporting requirements
- Design and develop simple to complex custom reports in Workday and Adaptive, including Advanced, Matrix and Composite reports, and Adaptive’s Office Connect
- Build and maintain dynamic dashboards and scorecards using Workday Prism Analytics and Discovery Boards
- Provide analysis on the impact of Workday updates and new releases on existing reports and recommend necessary changes
- Provide ongoing support and troubleshoot issues for all existing custom reports, ensuring data accuracy and optimal performance
- Create and maintain comprehensive documentation for all reports, including data dictionaries and metadata, to facilitate future maintenance and user understanding
- Continuously improve financial processes and systems to enhance efficiency and accuracy
Role Competencies
- Problem-Solving
- Understands how Mission operates and how their role fits within the business
- Champions innovative ideas for continuous improvement
- Demonstrates the functional and technical knowledge needed for their role
- Makes decisions by using a combination of analysis, experience and judgment, and an understanding of department and organizational impacts
- Collaboration
- Acts on individual responsibilities, objectives, and performance expectations in support of team goals
- Leveraging individual skills and expertise to support the team in problem solving, decision making, and continuous improvement
- Offers and seeks feedback on opportunities that will improve skills and efficiency for themselves and their teammates
- Demonstrates a sense of commitment and support to direct teammates and the larger Mission team
- Communication
- Demonstrates consistent, effective communication with teammates, other departments and senior leadership, both written and verbal
- Establishes rapport, and builds and maintains effective working relationships
- Practices attentive and active listening, and asks questions or confirms expectations with department leaders
- Proactive in requesting constructive feedback from supervisors
- Continuous Improvement
- Meets agreed upon individual and team goals and objectives
- Understands how the team’s priorities align with company goals
- Provides key information about their unique responsibilities in support of the formulation of strategies, tactics and deadlines
- Continuously examines personal effectiveness and seeks to make improvements as needed
Wag Values
- Leads with respect, integrity, and accountability.
- Treats others with empathy and respect.
- Exemplifies and leads the team to align with WAG values.
- Collaborate with the team to focus on solutions.
- Finds a way to say yes.
Required Education And Experience
- Bachelor's degree in finance, accounting, or a related field
- 3-5 years of experience in financial reporting or a similar role, specifically using Workday and Adaptive
- Proficiency in Workday Financials report development using Report Writer, Report Designer, and Calculated Fields
- Strong understanding of Workday Adaptive Planning processes and best practices
- Workday Financials certification is highly preferred
- Experience with ERP and EPM system concepts
- Proven ability to translate business requirements into functional report designs
- Excellent analytical and problem-solving skills
- Strong attention to detail and accuracy
- Ability to work collaboratively in a fast-paced environment
