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Financial Analyst

Description


Workday Financial Analyst

Our client is seeking a Workday Financial Analyst to join their team! You will conduct quantitative analyses of various investment and financial programs.



The Analyst will work with the Lead Analyst during a limited-term operations system migration project. The successful candidate will have extensive knowledge of Finance and Accounting processes, protocols, and procedures, and ideally, will have experience with the Workday application. This position will be joining a team of seven Analysts dedicated to the operations system project and will support the Financial modules within Workday. Preference will be shown to those with ERP exposure and/or those with systems migration experience. This role will serve as an application Subject Matter Expert and help guide end-users on how best to configure the system for our organization.



Responsibilities:


  • Conduct cost analysis on financial programs and operations

  • Determine financial status and analyze forecast results

  • Perform month-end client valuation for assigned funds

  • Research and assess offshore and domestic fund options

  • Resolve accounting errors on a timely basis with documentation

  • Prepare profit and loss models

  • Work closely with end-users and Subject Matter Experts to review existing business processes. Identify improvements and opportunities for efficiency where possible.

  • Elicit and analyze requirements from end-users. Transform requirements into new and updated existing business processes, ensuring alignment with designed configuration of our selected ERP applications.

  • Document technical solutions in user friendly language that combines needed business information with functional technical writing.

  • Communicate frequently, effectively and professionally with internal and external customers and vendors.


Requirements


Qualifications:


  • Atleat 4 years of experience in accounting, finance, or other related fields

  • MUST have system implementation experience

  • Experience with Workday strongly preferred

  • Advanced spreadsheet skills

  • Strong attention to detail

  • Strong analysis and critical thinking skills

  • Ability to quickly grasp complex business processes and transition to documentation for various audiences - both end-user and technical.



Keywords: financial analyst, financial analysis, financial planning, budgeting, forecasting, analyst, finance, modeling, excel, Workday, ERP 

Job Snapshot

Location US-DC-Washington D.C. Metro
Employment Type Full-Time
Pay Type Year
Pay Rate $130,000.00 - $180,000.00 /Year
Store Type Finance, Accounting, Information Technology
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Company Overview

Creative Financial Staffing

CFS is a leading, employee-owned accounting and financial staffing firm—the largest one founded by CPA firms. With more than two decades of experience helping companies locate, attract and hire exceptional accounting & finance professionals, CFS has unique resources to better understand hiring needs, attract higher-caliber candidates and assess candidate potential. Established in 1994, CFS today operates 30+ offices across 21 states and the Caribbean. Serving most major U.S. markets and beyond, CFS connects companies with candidates, from entry-level to executive level, temporary to direct hire and project support to interim management. Learn More

Contact Information

US-DC-Washington D.C. Metro
Snapshot
Creative Financial Staffing
Company:
US-DC-Washington D.C. Metro
Location:
Full-Time
Employment Type:
Year
Pay Type:
$130,000.00 - $180,000.00 /Year
Pay Rate:
Finance, Accounting, Information Technology
Store Type:

Description


Workday Financial Analyst

Our client is seeking a Workday Financial Analyst to join their team! You will conduct quantitative analyses of various investment and financial programs.



The Analyst will work with the Lead Analyst during a limited-term operations system migration project. The successful candidate will have extensive knowledge of Finance and Accounting processes, protocols, and procedures, and ideally, will have experience with the Workday application. This position will be joining a team of seven Analysts dedicated to the operations system project and will support the Financial modules within Workday. Preference will be shown to those with ERP exposure and/or those with systems migration experience. This role will serve as an application Subject Matter Expert and help guide end-users on how best to configure the system for our organization.



Responsibilities:


  • Conduct cost analysis on financial programs and operations

  • Determine financial status and analyze forecast results

  • Perform month-end client valuation for assigned funds

  • Research and assess offshore and domestic fund options

  • Resolve accounting errors on a timely basis with documentation

  • Prepare profit and loss models

  • Work closely with end-users and Subject Matter Experts to review existing business processes. Identify improvements and opportunities for efficiency where possible.

  • Elicit and analyze requirements from end-users. Transform requirements into new and updated existing business processes, ensuring alignment with designed configuration of our selected ERP applications.

  • Document technical solutions in user friendly language that combines needed business information with functional technical writing.

  • Communicate frequently, effectively and professionally with internal and external customers and vendors.


Requirements


Qualifications:


  • Atleat 4 years of experience in accounting, finance, or other related fields

  • MUST have system implementation experience

  • Experience with Workday strongly preferred

  • Advanced spreadsheet skills

  • Strong attention to detail

  • Strong analysis and critical thinking skills

  • Ability to quickly grasp complex business processes and transition to documentation for various audiences - both end-user and technical.



Keywords: financial analyst, financial analysis, financial planning, budgeting, forecasting, analyst, finance, modeling, excel, Workday, ERP 
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