[Hiring] Analyst II @Wipfli

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 translate them 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 relationships 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, supports the system and infrastructure life cycle, including 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.

Requirements

• 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.).

Benefits

• 8 health plan options (both HMO & PPO plans).
• Dental and vision coverage.
• Opportunity to enroll in HSA with potential Firm contribution.
• Employee Assistance Program.
• Firm-sponsored basic life and short and long-term disability coverage.
• 401(k) savings plan & profit share as well as Firm matching contribution.
• Well-being incentive, education & certification assistance.
• Flexible time off, family care leave, parental leave, family formation benefits.
• Cell phone reimbursement and travel rewards.
• Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D.