Summary
Wipfli is a professional services firm that emphasizes flexible, relationship-oriented work and employee impact. The Analyst II, Workday ERP gathers and analyzes business and technical requirements, develops Workday reports and dashboards, improves business processes, and supports ERP projects, system changes, and lifecycle management.
Responsibilities
- Collaborates with Product Owners, IT and vendors to gather, document, and validate business and technical requirements
- Creating and maintaining both standard and custom financial reports and dashboards using Workday's reporting tools (e.g., Report Writer, Composite Reports, Matrix Reports, Worksheets, Workday Prism)
- Working with finance, accounting, and operational teams to understand needs and translating into functional and technical specifications
- Ensuring the accuracy and reliability of Operational & Financial data within Workday reports
- Partnering with Product Owners to design & recommend optimized system & process solutions
- Occasionally prepare 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
Skills
- 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
- System life cycle management
- Experience with a shared Workday HCM environment
- Workday certifications
- Additional experience supporting other Workday Products outside of a reporting & analytics role
- Proven experience with Data visualization tools; ideally PowerBI (Qlik, Tableau, etc.)
Qualifications
Must Haves
- 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
Nice to Haves
- System life cycle management
- Experience with a shared Workday HCM environment
- Workday certifications
- additional experience supporting other Workday Products outside of a reporting & analytics role
- Proven experience with Data visualization tools; ideally PowerBI (Qlik, Tableau, etc.)
Benefits
- Annual discretionary bonus, subject to participation rules and based on individual and Firm performance
- 8 health plan options, including HMO and PPO plans
- Dental and vision coverage
- Opportunity to enroll in an HSA with potential Firm contribution
- Employee Assistance Program
- Firm-sponsored basic life insurance
- Short- and long-term disability coverage
- 401(k) savings plan and profit share
- Firm matching contribution
- Well-being incentive
- Education and certification assistance
- Flexible time off
- Family care leave
- Parental leave
- Family formation benefits
- Cell phone reimbursement
- Travel rewards
- Voluntary critical illness and accident insurance
- Voluntary hospital indemnity insurance
- Voluntary legal insurance
- Voluntary long-term care insurance
- Voluntary pet insurance
- Voluntary identity theft protection
- Voluntary supplemental life and AD&D insurance