[Hiring] Analyst II @Wipfli Advisory LLC

Role Description

Under the direction of the Manager, ERP, the Analyst II gathers information and data, analyzes and documents business and technical requirements, identifies and implements business process improvements, technology solutions, and reports. Assists in the preparation and finalization of business case documents, and participates in projects in accordance with firm policies and procedures.

Responsibilities

• Collaborates with Product Owners, IT, and vendors to gather, document, and validate business and technical requirements.
• Creates and maintains both standard and custom financial reports and dashboards using Workday's reporting tools (e.g., Report Writer, Composite Reports, Matrix Reports, Worksheets, Workday Prism).
• Works with finance, accounting, and operational teams to understand needs and translates into functional and technical specifications.
• Ensures the accuracy and reliability of Operational & Financial data within Workday reports.
• Partners with Product Owners to design & recommend optimized system & process solutions.
• Occasionally prepares business case documents by participating in stakeholder and vendor meetings to understand system direction and potential impact of system changes to the firm.
• Plays a key role in vendor relationship by participating and influencing recommended solutions.
• Manages the efficient and timely implementation of process and/or technology changes and upgrades that meet business and technology requirements.
• Key project team member ensuring the on-time delivery of assigned tasks & responsibilities.
• In partnership with ERP team members supporting the system and infrastructure life cycle, to include monitoring, applying upgrades, continuous improvements, end of life, etc.

Qualifications

• Bachelor’s Degree in IT or an IT related major, business, finance or accounting, or an equivalent combination of education and job-related experience.
• Three (3)+ years of job-related experience.
• Proficiency in Workday Report Writer, Advanced Reports, Matrix Report, Composite Reports, Dashboards, and Worksheets.
• Workday Business process or system design/implementation.

Preferred Qualifications

• System life cycle management.
• Experience with a shared Workday HCM environment.
• Workday certifications or additional experience supporting other Workday Products outside of a reporting & analytics role will distinguish you as a standout candidate.
• Proven experience with Data visualization tools; ideally PowerBI (Qlik, Tableau, etc.).

Additional Details

• Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
• Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at [email protected].
• Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $73,000 to $98,000, with offers typically not made at the maximum, allowing for future salary increases.
• Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
• Wipfli cares about our associates and offers a variety of benefits to support their well-being.