Senior Manager, Workday Financials

Overview

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Fact Set creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions.

The Workday Financials initiative is part of the Finance Transformation Program anding Workday Financials is viewed as a project to drive profitability, support global sales goals, and make us nimble to meet the current complex business environment that we operate in. Fact Set offers learning and career development opportunities and best-of-breed technology platforms across internal and external ecosystems.

• Lead the Workday Financials Customer Accounts and Revenue Management pillar.
• Serve as the resident expert in the Workday Financials product suite with emphasis on Customer Accounts & Revenue Management; possess deep knowledge of customer contracts, billing schedules, revenue recognition schedules, and end-to-end lifecycle from invoice to cash.
• Manage small projects, facilitate meetings, and lead discovery sessions.
• Within a larger team, administer the Workday system including configuration, security maintenance, data audits and corrections, and introduction of new functionality.
• Manage twice-yearly mandatory releases.
• Identify, recommend, 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 data flow.
• Develop comprehensive documentation, including user stories, process flow diagrams, data mapping tables, test scenarios, and best-practice guidelines.

• 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 the Workday security and business process framework.

• Invoice to Cash domain expertise.
• Experience with 3rd-party tax services.
• Customer Focused – demonstrate that external and internal customers are a high priority by identifying and responding to needs promptly and efficiently.

• Experience with Professional Service Automation (PSA).
• Revenue recognition and accounting experience.
• Initiative – recognize opportunities and take actions 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 lookups.
• Ability to act quickly and iterate to achieve results.
• Building Organizational Commitment – demonstrate integrity and commitment to the organization.

• Bachelor’s degree in business, Accounting, MIS, Engineering or Computer Science.

The budgeted salary range for this position in California, Connecticut, and New York is $ - $.

Fact Set is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity. Fact Set participates in E-Verify.

Fact Set (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 thousands of clients worldwide. Fact Set is part of the S&P 500 and has been recognized among the Best Places to Work in 2023 by Glassdoor.

Qualifications and requirements represent what Fact Set expects for this role and do not constitute a contractual agreement. All qualified applicants will be considered for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, disability, protected veteran status or other characteristics protected by law. Fact Set participates in E-Verify.

• Mid-Senior level

• Full-time

• Finance and Sales

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