THE TEAM YOU WILL BE JOINING
- Newly created team that is a blend of legacy employees and newly hired team to support the go-forward company structure now owned by Private Equity.
- Start-up company previously inside a 100- year old financial services giant building the HR/Benefits/Total Rewards function
- New entity is $3.5B in sales, global client base with Top 10 status in industry
- Ownership mindset in the company- Incentive Equity Program (IEP) aligning long-term awards to the value the company is creating for all employees.
WHAT THEY OFFER YOU
- Meritocracy culture that rewards the individual for hard work!
- Have you negotiated contracts? Use your experience to create the future of the company!
- Can you synthesis data to tell a story to business execs? Exposure galore to set the future state.
- C-Suite who is partnered for growth, acquiring more businesses to service their clients nationwide and globally.
- Formulate comprehensive long- and short-term strategic plans through in-depth analysis of benefits and claims data, leveraging plan design modeling
THE DETAILS:
- On-site 4 days a week in Uptown
WHAT YOU WILL DO
- Serve as a key financial systems manager responsible for maintaining, enhancing, and optimizing the company’s integrated financial technology ecosystem.
- Lead initiatives to strengthen the performance and scalability of Workday Adaptive Planning, ensuring alignment with the organization’s broader financial systems strategy.
- Collaborate with finance and accounting leadership to design, configure, and improve planning, forecasting, and reporting capabilities that drive business insight and efficiency.
- Support and streamline processes within Workday Financials, ensuring consistency and accuracy across general ledger, planning, and reporting functions.
- Partner with internal stakeholders to identify automation opportunities, improve data integrity, and deliver solutions that support strategic financial planning and operational excellence
- Provide subject matter expertise and mentorship to team and super users, fostering knowledge transfer and system adoption across the organization.
- Work closely with the financial systems lead to ensure seamless transition of responsibilities and ongoing improvement of systems and tools.
HOW YOU ARE QUALIFIED
- Experienced financial systems professional with a strong background in managing and optimizing enterprise planning and reporting systems.
- ???????Proven expertise with Workday Adaptive Planning and Workday Financials, with experience integrating or enhancing these platforms in complex environments.
- Familiarity with comparable tools such as Hyperion, Anaplan, or other financial planning systems is beneficial.
- Strong understanding of finance and accounting operations, with the ability to translate business needs into scalable system solutions.
- Demonstrated success implementing process improvements, driving automation, and enhancing user experience within financial systems.
- Bachelor’s degree in finance, accounting, information systems, or a related field required.
- Excellent analytical, communication, and collaboration skills with the ability to work cross-functionally and support both technical and business stakeholders.
