Senior Financial & Data Analyst
Job Description
Reece, Inc. is seeking a Senior Financial & Data Analyst to oversee and optimize finance systems and data flows, with a focus on Workday Financials, Adaptive Planning, and Oracle. This role serves as the primary support contact for finance system functionality, mappings, and end-user enablement for reporting and governance.
Key Responsibilities
- Act as the primary support resource for finance-related questions in Workday, including business unit setup, hierarchy maintenance, and expense report troubleshooting.
- Monitor and respond to support requests through platforms such as ServiceNow, escalating or resolving issues as needed.
- Update and maintain financial mappings across systems, including account structures, spend cats, and business units, to ensure alignment.
- Support monthly forecasting and annual budgeting by assisting with Adaptive Insights and Workday structures.
- Ensure accounts stay in balance across entities, identify when accounts are out of balance, and propose solutions.
- Maintain financial data integrity and support accurate reporting across systems, including Workday and Adaptive.
- Review and resolve Workday Supplier Invoice (SINV) issues and escalate exceptions to the Accounts Payable team.
- Validate expense submissions and cardholder listings for policy compliance.
- Handle ad hoc changes to branch setup, regional structures, or allocation rules.
- Own and maintain documentation for system configurations and user support guides.
- Identify opportunities for automation and improved data flow between systems.
- Partner with IT and third-party providers on enhancements and configuration changes.
- Support change management for new financial process implementations impacting financial systems.
- Collaborate with Accounting, FP&A, and AP teams to streamline reporting and reconciliation processes.
- Bridge finance users and technical teams by translating functional needs into system requirements.
- Provide end-user training and ongoing system education for finance teams.
- Develop and write reports for Finance to use within Workday and Adaptive.
Required Skills & Qualifications
- 5+ years of experience in financial systems support or finance operations, preferably in a multi-entity, international environment.
- Hands-on experience with Workday Financials required; Adaptive Insights experience is a plus.
- Strong analytical and problem-solving skills, including the ability to interpret technical details for non-technical stakeholders.
- Highly organized, with the ability to manage multiple tasks and projects simultaneously.
- Bachelor’s degree in Accounting, Finance, Information Systems, or a related field.
Technology Stack
- Workday Financials
- Adaptive Planning / Adaptive Insights
- Oracle
- ServiceNow
- Eclipse
- Mincron
- ADP
Location
Dallas, TX (Onsite)
Minimum Experience
5 years
Benefits
- Medical and Dental Insurance
- Flexible Spending Accounts and Health Savings Accounts
- Company-paid Life Insurance
- Short Term Disability
- 401(k) Plan
- Paid Time Off (PTO) plus paid holidays
- Parental Leave
- Vision
- Long-term Disability
- Voluntary Life and AD&D Insurance
- Additional Voluntary Benefits through Corestream
Education
Bachelor’s degree in Accounting, Finance, Information Systems, or related field