Cape Cod Technology Council, Inc.

Systems Engineer

• Lead Workday Financials & Grants Management Solutions
• Serve as a functional lead for Workday Financials and Workday Grants Management, partnering closely with GCS, Research Administration, and Finance & Accounting in a higher education and research environment
• Analyze, design, and optimize WHOI’s Financial and Grants Management systems and processes, leveraging Workday best practices
• Partner closely with GCS to ensure Workday configurations support sponsor terms, institutional policies, and regulatory requirements
• Support the full sponsored research lifecycle in Workday, including award setup, budgeting, amendments, cost sharing, F&A, billing, revenue recognition, and closeout
• Support core financial management processes across General Ledger/Financial Reporting, Accounts Payable, Accounts Receivable, Procurement, Assets, Cash Management and Financial Planning & Analysis ensuring alignment with institution accounting policies and best practices
• Collaborate with Finance & Accounting leadership and business process owners to design, optimize, and govern Workday Financials configurations and controls
• Act as a key functional lead and trusted advisor during Workday implementations, enhancements, and optimization initiatives
• Collaborate with Finance & Accounting, GCS, Research Administration, Information Systems, HRIS, and other institution partners to design efficient, compliant, and user-friendly processes
• Lead requirements gathering, business process mapping, and future-state design for financial and grants workflows
• Coordinate and support system testing, user acceptance testing, and issue resolution in partnership with business and technical teams
• Support integrations between Workday and other institutional systems and tools
• Design and maintain Workday Financials and Grants reports, including standard, custom, and composite reports
• Develop dashboards and metrics that support research administration, financial management, grants oversight, audit readiness, and leadership decision-making
• Provide ongoing functional support to Finance & Accounting, GCS & Research Administration, and the broader WHOI Workday user community
• Develop clear user guides, training materials, and process documentation tailored to a research environment
• Support internal and external audits, compliance reviews, and sponsor inquiries
• Proactively identify opportunities to improve system usability, productivity, and user experience

Senior Financial Systems Analyst

Financial Planning and Analysis

• Serve as the Workday Financials subject matter expert (SME) for Financial Accounting, including General Accounting, Accounts Receivable, Endowment & Gifts, Accounts Payable, and Projects.
• Partner with the Finance Systems and Implementation teams to design and refine business processes, validations, and system configurations that align with Workday best practices and institutional goals.
• Collaborate with Finance Systems to define security roles and responsibilities, ensuring proper segregation of duties and efficient system utilization.
• Contribute to the design of monthly financial statement reports (Statement of Position, Statement of Activities, Cash Flow, Functional Expenses) required for audited financial statements.
• Support the design, testing, and validation of Workday financial reports, dashboards, and new feature releases to ensure accuracy, usability, and compliance.
• Identify and document new financial accounting-related FDM requirements (e.g. new departments, spend categories, etc.) and work with Finance Systems to administer the changes.
• Lead the accounting team in executing system testing for upgrades, integrations, and deployment of new functionalities.
• Identify and implement opportunities to automate processes, streamline workflows, and enhance efficiency in accounting operations.
• Maintain robust internal controls and ensure data integrity across Workday financial processes.
• Support internal and external audit requests, ensuring transparency, completeness, and accuracy in financial reporting.
• Assist the Director of Accounting in providing strategic direction and shaping the accounting organization to align with Workday Financials best practices and optimized role design.
• Guide, mentor, and train team members to build Workday proficiency and nonprofit financial accounting competencies while fostering a culture of continuous improvement.
• Collaborate cross-functionally, including with the HCM/Payroll team to ensure financial data accuracy, process standardization, and operational excellence.
• Plays a key role in the ongoing evolution of the accounting organization, positioning it for long-term success post-implementation.

Senior Financial Systems Analyst

Assistant Director, Financial Accounting