Financial Planning and Analysis

• Provides guidance and leadership to consortium finance teams to maximize the benefits of Workday in solving problems and enhancing financial operations.
• Interfaces with Workday to maintain knowledge of product enhancements and shares this information with appropriate central and campus team members.
• Offers insights and recommendations to streamline reporting processes, improve data accuracy, and enhance the user experience.
• Maintains documentation of finance-related system configurations, processes, and changes.
• Supports training efforts for the Finance, Adaptive, Procurement, Expenses, and Grants modules.
• Supports efforts to resolve Tier 3 & 4 issues (i.e., Service Desk tickets).
• Liaises with appropriate central and campus compliance and data privacy leads.
• Analyzes existing business processes, conducts gap analyses, and contributes to the design and transformation of workflows. Recommends functionalities that align with the institutions’ goals.
• Advises on best practices for optimizing the use of Workday features.
• Develops systems and structures as templates for institutions to use in the execution of internal and cross-cutting projects.
• Leads Finance, Adaptive, Procurement, and Grants system upgrades, enhancements, testing validation, and overall performance of the Workday financial modules.
• Collaborates across the Workday support teams and business functions to support system functions, ensuring up-to-date documentation of integration-related system functions, processes, and capabilities.
• Works with the Executive Director to develop strategy, roadmaps, prioritization, and implementation of future products supporting the consortium.
• Supports the Executive Director in facilitating the Finance modules governance groups and provides recommendations to help prioritize projects and requests.
• Works with campus stakeholders and the user community to identify and scope process and system improvements, supporting automation and other efficiencies.
• Leads and supervises approved projects and activities.

Workday Financials Manager

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Senior Manager – Business Finance

Staff Researcher – Quantum Finance Engineering

Senior Financial Analyst