- 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
- 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
- C-Suite who is partnered for growth, acquiring more businesses to service their clients nationwide and globally.
- 3-day hybrid schedule in Uptown Charlotte
WHAT YOU WILL DO:
- Serve as primary system administrator and product owner for Workday Adaptive Planning, including model structure, metadata, and security architecture.
- Manage user access roles, and permissions in compliance with internal controls and governance standards.
- Oversee integration and data flows between Adaptive Planning and source systems (e.g. Workday G/L, Workday HCM).
- Maintain and enhance the planning environment to support evolving business requirements.
- Partner with FP&A leadership to continuously refine planning models, assumptions, and hierarchies.
- Design, build, and maintain financial models for forecasting, scenario planning, and long-range planning.
- Ensure alignment between planning model architecture and chart of accounts, cost centers, and reporting dimensions.
- Develop and enhance reporting capabilities using Adaptive Planning and complementary BI tools.
- Drive automation of recurring processes (data uploads, consolidations, report distributions).
- Implement best practices for version control, data validation, and audit documentation.
- Create and maintain documentation for processes, data definitions, and model changes.
- Develop and deliver user training programs to promote adoption and consistent usage.
- Act as the point of contact for troubleshooting, issue resolution, and enhancement requests.
- Collaborate with Finance and IT to maximize the value of selected FP&A systems, drive integration, and support ongoing enhancements in line of business objectives.
- Evaluate new features and system updates from Workday Adaptive Planning and recommend adoption where beneficial.
- Identify opportunities to streamline and standardize processes across business units.
- Serve as thought partner to Finance leadership on digital transformation initiatives within FP&A.
HOW YOU ARE QUALIFIED:
- Bachelor's degree in Accounting, Finance, Information Systems, or related discipline is required; MBA or relevant professional certification (such as CPA, CMA, or CFA) is a plus.
- 5-8 years+ in financial systems administration, FP&A, or related role.
- Strong working knowledge of ERP and planning systems (e.g. Workday Adaptive Planning, Anaplan, Oracle, SAP).
- Experience in system administration, data integration, and reporting optimization.
- Excellent communication skills and ability to translate business needs into system solutions.
- Ability to take direction and then work independently to complete tasks while considering broader implications or necessary additional analysis.
- Strong analytical and problem-solving skills.
- Ability to work well with others in a dynamic, team-oriented environment.
- Advanced Microsoft Excel/VBA proficiency; general proficiency in other Microsoft Office applications.
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