Senior Systems Analyst

Reporting to the Manager, Finance Systems, this role serves as a solutions oriented partner and subject-matter expert for Workday Adaptive Planning. The Sr. Systems Analyst is responsible for developing, optimizing, and maintaining forecasting, budgeting, and reporting models that directly support strategic decision-making across the organization. In addition to strong technical capability, this role brings a systems-thinking mindset—seeking to understand how financial, operational, and technical processes connect, influence one another, and impact downstream results.

The ideal candidate is not only highly proficient in Adaptive Planning, but also naturally curious about broader business workflows. This person proactively explores how technology can streamline processes, identify interdependencies, and improve the overall planning ecosystem. Partnering closely with FP&A, Accounting, HR, IT, and operational teams, the analyst translates business needs into scalable system solutions, ensures data integrity, and enhances cross functional efficiency. This role also supports the Systems Manager in evaluating new capabilities, driving continuous improvement initiatives, and delivering clear, user-friendly communication to both technical and non-technical stakeholders.

Prior experience with Workday Adaptive Planning and Workday FINS

Essential Job Functions: Adaptive Planning System Administration & Development:

• Serve as an administrator and subject-matter expert for Workday Adaptive Planning.

• Assists with maintaining reporting hierarchy and all structures in Adaptive Planning.

• Design, build, and maintain complex models, cubes, sheets, dashboards, and reporting structures.

• Develop and optimize allocation logic, formulas, assumptions, and integrations to ensure accurate forecasting and planning outputs.

• Manage user access, security roles, and system configurations.

• Ensure data integrity through validation controls, reconciliation processes, and systematic documentation.

Financial Planning & Analysis Support:

• Partner with the FP&A team to enhance forecasting, budgeting, long range planning, and analytics within Adaptive Planning.

• Translate business requirements into scalable system enhancements to improve planning efficiency and accuracy.

• Support monthly forecast cycles, annual budgeting, and scenario modeling.

• Build dynamic dashboards, financial statements, KPIs, and variance analysis reports.

• Helps maintain labor allocation process and inputs for all planning scenarios in Adaptive; helps ensure Actual payroll allocations are loaded as intended in Workday (GL) after each planning cycle. Integration & Data Management:

• Responsible for loading both GL and operational data into FP&A’s consolidation system (Adaptive Planning); partners with all finance teams, as well as Technology Group and HR as needed throughout month-end close and Budget / Forecast cycles.

• Troubleshoot integration issues and ensure timely, accurate data refreshes.

• Support automation efforts and system enhancements to streamline finance workflows.

• Collaborate with Finance, IT, Accounting, and Data teams to maintain and improve data flows between Adaptive Planning and source systems (e.g., Workday FINS/HCM, Snowflake).

Project Leadership & Process Improvement:

• Lead or participate in cross-functional system initiatives, enhancements, and implementations.

• Develop and maintain technical documentation, standard operating procedures, and training materials. • Train and support finance team members on Adaptive Planning best practices and new system capabilities.

• Identify process improvements to drive efficiency, reduce manual work, and increase analytical visibility.

• Communicates system issues and/or enhancements in a clear and concise manner. Able to simplify technical language by communicating effectively to non-technical users.

• Demonstrates excellent prioritization skills and is highly organized. Can manage multiple projects simultaneously.

Required Qualifications:

Education & Experience • Bachelor's Degree, or equivalent work experience in Finance, Accounting, Information Systems, Business Analytics, or a related field.

• 3+ years of experience in financial systems, FP&A, accounting, or related analytical roles. • 1+ year(s) of experience with Workday Adaptive Planning or other EPM system.

• Basic knowledge in BI / financial reporting tools (i.e. Adaptive Planning, Tableau, Hyperion Essbase, etc.).

• Experience supporting budgeting, forecasting, and financial reporting processes. Technical Skills

• Advanced proficiency in Workday Adaptive Planning, including:

o Model building via Sheets o Complex formula writing and scenario modeling o System and fundamental structure management/maintenance

o Integration management and data validation

• Strong Excel skills (pivot tables, advanced formulas, data modeling).

• Experience with Workday Financials, ERP systems, HRIS, or data warehousing technologies preferred.

• Familiarity with financial statements and core accounting principles. Professional Skills

• Strong analytical and problem-solving ability with high attention to detail.

• Ability to translate financial concepts into technical requirements—and vice versa.

• Proven ability to manage multiple projects, meet deadlines, and work independently in a fast-paced environment.

• Excellent communication skills and the ability to work in a collaborative and service-oriented fashion.

• Ability to speak to both business process and technical process based on the audience that you are addressing, supporting, or working with.

• Self-driven, highly motivated, and an independent thinker

Preferred Qualifications:

• Workday Adaptive Planning Pro Certification

• Prior experience in healthcare, managed care, or high-growth

Salary range shown is a guideline. Individual compensation packages can vary based on factors unique to each candidate, such as skill set, experience, and qualifications.