FactSet
Overview
Join to apply for the
Senior Manager, Workday Financials
role at
FactSet . FactSet creates flexible, open data and software solutions for investment professionals, providing analytics used to make crucial decisions. The Workday Financials initiative is part of the Finance Transformation Program at FactSet, aimed at driving profitability, supporting global sales goals, and increasing nimbleness in a complex business environment. FactSet values learning and career development, collaboration, and opportunities for growth across professional and personal dimensions. If you are looking for an organization with a strong team connection where you can have an impact and expand your capabilities, this is a right place. Location: Norwalk, CT (as listed in the job posting). Salary information is included in the posting.
Responsibilities
Lead the Workday Financials Customer Accounts and Revenue Management pillar. Act as a resident expert in the Workday Financials product suite with emphasis on Customer Accounts & Revenue Management; share knowledge of contracts, billing schedules, revenue recognition schedules, and end-to-end lifecycle from invoice to cash. Manage small projects, facilitate meetings, and lead discovery sessions. Administer the Workday system within a larger team: system configuration, security maintenance, data audits and corrections, and introduction of new functionality. Manage twice-yearly mandatory release cycles. Identify and track opportunities for process and operational improvements; analyze problems, formulate solutions, and deliver timely, cost-efficient results. Design, develop, and support custom reports (Advanced, Composite, and Matrix), Business Process Validation Rules, Calculated Fields, and EIBs. Implement standards and best practices for supporting Financial Systems used by the Finance organization. Maintain a thorough understanding of the accounting system design, particularly related to data flow. Develop comprehensive documentation, including user stories, process flow diagrams, data mapping tables, test scenarios, and best practice guidelines.
Minimum Requirements
5+ years of experience implementing Workday Financials, preferably in a consulting role. Workday Customer Accounts and Revenue Management certification and a minimum of 3 successful implementations. Workday Advanced Reporting certification. Deep understanding of Workday security and business process framework.
Critical Skills
Invoice to Cash domain expertise. Experience with 3rd-party tax services. Customer-focused approach prioritizing both external and internal customers with timely, efficient responses.
Additional Desired Skills
Experience with Professional Service Automation (PSA). Revenue recognition and accounting experience. Initiative: identify opportunities and take action to create impact. Ability to write Standard, Advanced, Matrix, and Composite reports; experience with complex calculated fields and custom objects. Proficient in MS Office (Word, Excel, Outlook, Access, PowerPoint); Excel pivot tables and v-lookups. Ability to act quickly and iterate to achieve results. Demonstrates organizational commitment, integrity, and appreciation for the organization.
Education
Bachelor’s degree in Business, Accounting, MIS, Engineering, or Computer Science.
Compensation & Diversity
The budgeted salary range for this position in California, Connecticut, and New York is $150,000.00 – $170,000.00. FactSet participates in E-Verify. FactSet is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity.
Company Overview
FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our platform and solutions deliver financial data, analytics, and open technology to global clients. We are part of the S&P 500 and have been recognized as a Glassdoor Best Places to Work in 2023.
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Join to apply for the
Senior Manager, Workday Financials
role at
FactSet . FactSet creates flexible, open data and software solutions for investment professionals, providing analytics used to make crucial decisions. The Workday Financials initiative is part of the Finance Transformation Program at FactSet, aimed at driving profitability, supporting global sales goals, and increasing nimbleness in a complex business environment. FactSet values learning and career development, collaboration, and opportunities for growth across professional and personal dimensions. If you are looking for an organization with a strong team connection where you can have an impact and expand your capabilities, this is a right place. Location: Norwalk, CT (as listed in the job posting). Salary information is included in the posting.
Responsibilities
Lead the Workday Financials Customer Accounts and Revenue Management pillar. Act as a resident expert in the Workday Financials product suite with emphasis on Customer Accounts & Revenue Management; share knowledge of contracts, billing schedules, revenue recognition schedules, and end-to-end lifecycle from invoice to cash. Manage small projects, facilitate meetings, and lead discovery sessions. Administer the Workday system within a larger team: system configuration, security maintenance, data audits and corrections, and introduction of new functionality. Manage twice-yearly mandatory release cycles. Identify and track opportunities for process and operational improvements; analyze problems, formulate solutions, and deliver timely, cost-efficient results. Design, develop, and support custom reports (Advanced, Composite, and Matrix), Business Process Validation Rules, Calculated Fields, and EIBs. Implement standards and best practices for supporting Financial Systems used by the Finance organization. Maintain a thorough understanding of the accounting system design, particularly related to data flow. Develop comprehensive documentation, including user stories, process flow diagrams, data mapping tables, test scenarios, and best practice guidelines.
Minimum Requirements
5+ years of experience implementing Workday Financials, preferably in a consulting role. Workday Customer Accounts and Revenue Management certification and a minimum of 3 successful implementations. Workday Advanced Reporting certification. Deep understanding of Workday security and business process framework.
Critical Skills
Invoice to Cash domain expertise. Experience with 3rd-party tax services. Customer-focused approach prioritizing both external and internal customers with timely, efficient responses.
Additional Desired Skills
Experience with Professional Service Automation (PSA). Revenue recognition and accounting experience. Initiative: identify opportunities and take action to create impact. Ability to write Standard, Advanced, Matrix, and Composite reports; experience with complex calculated fields and custom objects. Proficient in MS Office (Word, Excel, Outlook, Access, PowerPoint); Excel pivot tables and v-lookups. Ability to act quickly and iterate to achieve results. Demonstrates organizational commitment, integrity, and appreciation for the organization.
Education
Bachelor’s degree in Business, Accounting, MIS, Engineering, or Computer Science.
Compensation & Diversity
The budgeted salary range for this position in California, Connecticut, and New York is $150,000.00 – $170,000.00. FactSet participates in E-Verify. FactSet is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity.
Company Overview
FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our platform and solutions deliver financial data, analytics, and open technology to global clients. We are part of the S&P 500 and have been recognized as a Glassdoor Best Places to Work in 2023.
#J-18808-Ljbffr