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Wealth Enhancement · 11 hours ago

Workday Functional Lead

United States

Full-time

Remote

Mid, Senior Level

$115K/yr - $125K/yr

3+ years exp

Wealth Enhancement is an independent wealth management firm dedicated to enriching clients' lives through personalized financial planning. The Workday Functional Lead will work closely with the Workday Team Lead and business partners to configure and maintain Workday, serving as a technical expert to implement best-in-class solutions for complex business needs.

Financial ServicesRisk ManagementWealth Management

Responsibilities

Provide consultation to Business Partners and COEs, building domain knowledge, providing solutions and impact analysis

Provide input and knowledge sharing with Workday Team Lead, Workday Team Members, and clients as appropriate

Serve as subject matter expert on current and upcoming Workday capabilities

Evaluate releases and functionality to identify opportunities to improve and optimize the use of Workday across areas of responsibility

Participate in scheduled and ad hoc training in order to improve policy and process acumen

Design and maintain system configuration for areas of responsibility

Configure, test, validate and implement Business Process changes in Workday

Configure, test, validate and implement Business Process Notifications in Workday

Create EIBs for Business Partners

Create and run complex EIBs

Finance partner supporting designated FINS areas in Workday, including FP&A reporting (including Adaptive), Expenses, Procurement, Projects, etc

Assist in testing of integrations, security, annual events

Maintain master data values in Workday for Business Partners

Serve as an escalation resource for business user issues

Participate in annual audit activities

Perform annual maintenance on Business Processes, Tasks, Data

Partner with Workday Business Analyst / Project Manager on requirements gathering for large scale initiatives

Qualification

Workday FINS experienceFINS functional experienceAdaptive experienceFinance data managementBusiness Process configurationAgilityCommunication skillsAttention to detail

Required

Bachelor's Degree or equivalent experience

Workday FINS experience or training required; 3+ years preferred

FINS functional and system experience required

Adaptive experience required

Understanding of Finance operations and experience in Finance data management and reporting with a high degree of confidentiality

Ability to manage multiple and often changing priorities as well as the ability to adapt to changing business requirements; provide timely follow-ups and resolutions

Agility – You'll remain agile in your decision making, planning, and delivery; using curiosity and creativity to see situations from all perspectives

Strong verbal and written communication skills to interact with clients, cross-functional colleagues and IT

Ability to accurately collect information to understand and assess the clients' needs and situation

Strong attention to detail with the ability to work effectively in a fast-paced environment and handle multiple projects

Benefits

Training and professional development

Medical, dental and vision coverage (Available to full-time employees and their families)

Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

Life and AD&D insurance – employer paid and voluntary options

Short-term and long-term disability, workers compensation – employer paid

401k with match and profit sharing

Wellness programs and resources

Voluntary benefits, including pet insurance

18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

12 paid holidays each year (10 pre-determined and 2 floating days)

Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Company

Wealth Enhancement

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

Founded in 1997

Plymouth, Minnesota, USA

1001-5000 employees