Sr Financial Systems Analyst

Join Financial Systems Manager role at Accrue Partners

• Newly created team that is a blend of legacy employees and newly hired team to support the go-forward company structure now owned by Private Equity.
• Start‑up company previously inside a 100‑year‑old financial services giant building the HR/Benefits/Total Rewards function.
• New entity is $3.5B in sales, global client base with Top 10 status in industry.
• Ownership mindset in the company – Incentive Equity Program (IEP) aligning long‑term awards to the value the company is creating for all employees.

• Meritocracy culture that rewards the individual for hard work!
• Have you negotiated contracts? Use your experience to create the future of the company!
• Can you synthesize data to tell a story to business execs? Exposure galore to set the future state.
• C‑Suite who is partnered for growth, acquiring more businesses to service their clients nationwide and globally.
• Formulate comprehensive long‑ and short‑term strategic plans through in-depth analysis of benefits and claims data, leveraging plan design modeling.

• On‑site 4 days a week in Uptown.

• Serve as a key financial systems manager responsible for maintaining, enhancing, and optimizing the company’s integrated financial technology ecosystem.
• Lead initiatives to strengthen the performance and scalability of Workday Adaptive Planning, ensuring alignment with the organization’s broader financial systems strategy.
• Collaborate with finance and accounting leadership to design, configure, and improve planning, forecasting, and reporting capabilities that drive business insight and efficiency.
• Support and streamline processes within Workday Financials, ensuring consistency and accuracy across general ledger, planning, and reporting functions.
• Partner with internal stakeholders to identify automation opportunities, improve data integrity, and deliver solutions that support strategic financial planning and operational excellence.
• Provide subject matter expertise and mentorship to team and super users, fostering knowledge transfer and system adoption across the organization.
• Work closely with the financial systems lead to ensure seamless transition of responsibilities and ongoing improvement of systems and tools.

• Experienced financial systems professional with a strong background in managing and optimizing enterprise planning and reporting systems.
• Proven expertise with Workday Adaptive Planning and Workday Financials, with experience integrating or enhancing these platforms in complex environments.
• Familiarity with comparable tools such as Hyperion, Anaplan, or other financial planning systems is beneficial.
• Strong understanding of finance and accounting operations, with the ability to translate business needs into scalable system solutions.
• Demonstrated success implementing process improvements, driving automation, and enhancing user experience within financial systems.
• Bachelor’s degree in finance, accounting, information systems, or a related field required.
• Excellent analytical, communication, and collaboration skills with the ability to work cross‑functionally and support both technical and business stakeholders.

• Seniority level:
  Mid‑Senior level
• Employment type:
  
  Full‑time
• Job function:
  Finance and Sales
• Industries:
  Staffing and Recruiting