Financial Systems Analyst, Lead

3 weeks ago

Minneapolis, United States DataSite Full time

Datasite is where deals are made. We provide the data rooms and SaaS technology used in M&A and other high-value transactions, to deliver projects in more than 170 countries. Carrying that success into the future is all about you. Your useful skills, your unusual experience, your unique ideas. Everyone here brings something unexpected. What's yours? Invest your talents in us, and we'll return the compliment.

Job Description:

Datasite is looking for an experienced Financial Systems Analyst, Lead. If you are a Finance expert and a technology enthusiast, this is very likely your dream job The analyst will be part of a team that offers global financial solutions, operational support, and opportunity to lead change throughout the company. Support Workday Adaptive Planning new model build, daily system support, product feature requests and drive the adoption of system enhancements. The analyst will work with Finance and other internal stakeholders to understand business requirements, configure, test, and implement Workday functionality to meet the Finance department's technology needs. The analyst will drive best practice financial modeling, analytics, dashboards, KPI's and reports necessary to support the business. Plan, implement and coordinate system upgrades, enhancements, integrations, and maintenance. Use your financial expertise to support financial analysis and reporting requests. Continually improve forecast models and end-user system experience.

About You

You have a Finance background, advanced technical skills and demonstrated ability to deliver Workday solutions that best meet business objectives. You are a team player and a life-long learner. You are comfortable owning business relationships, running meetings with project stakeholders. You understand Datasite's business, our system landscape, our functionalities, and structure of our metadata. You understand dependencies, risks, and cross-functional system impacts. You can lead change management, communication, and training to drive adoption and roll-out new functionality to system users. You view the business as your customer and bring initiative, self-direction, and ability to meet deadlines while understanding when to escalate issues and risks.

Major Responsibilities

  • Create technical configuration including business process workflow, custom fields, custom validations, integration monitoring and access rights. Review and analyze spreadsheet based financial models and re-engineer into Adaptive Planning, develop custom reports and dashboards.
  • Meet/exceed customer (internal and external) expectations through proactive communication and business partnership.
  • Review stakeholder input critically and play a role in designing and recommending the best solutions for Datasite's overall objectives.
  • Demonstrate accountability for solutions delivered and overall work quality. Understand technical systems infrastructure and company business processes and workflow.
  • Perform Workday administration including security maintenance, tenant configuration, master data management, data loads, issue monitoring / resolution and upgrades.
  • Own and monitor all integrations for Adaptive Planning and resolve integration issues.
  • Provide incident management. Perform troubleshooting and resolve production issues timely.
  • Adhere to change management, maintain data integrity, and establish a well-controlled systems environment by defining, documenting, and enforcing system standards.
  • Participate in regular review of Adaptive Planning, Workday Financials and Workday HCM systems projects. Work with stakeholders to prioritize work to align with company priorities.
  • Leverage business knowledge and expertise to identify process or system improvements that drive the most value.
  • Develop and maintain necessary end user training procedures, guidelines, and standard operating policies (SOPs) and data/workflow diagrams.
  • Provide daily operational support, training and increase user engagement.
  • Continuously develop new technical knowledge and maintain proficiency and certification in Workday Adaptive Planning
Required Skills
  • Strong interpersonal skills, as well as excellent written and verbal communication skills
  • Genuine intellectual curiosity for solving business problems and challenges unique to the M&A market with elegant efficient solutions.
  • Ambitious work ethic, go-getter mindset and passion to drive results.
  • Resourceful, independent self-starter with an aptitude for learning new technologies.
  • Demonstrated ability to analyze complex data sets, identify key trends / drivers and communicate conclusions clearly and concisely.
  • Experience with custom integrations: document, design, build, test, and manage.
  • Well organized, detailed oriented and able to manage multiple projects simultaneously.
  • Strong problem-solving skills, technical aptitude, and business acumen.
  • Liaise with Workday Community and third-party Workday Support team to identify and implement best practices.
  • Adapt quickly to changing business and technology needs.
Qualifications
  • Bachelor's Degree in Finance, Information Technology or related field
  • 2+ years' experience implementing Adaptive Planning is preferred.
  • 7+ years Finance experience desired. Financial planning experience including GAAP knowledge, internal controls, revenue recognition (ASC 606), driver-based financial forecast modeling (P&L, Balance Sheet and Cash Flow), financial reporting, web reporting, etc.
  • Global experience (currency, revaluation, translation, intercompany, etc.)
  • Workday Financials and HCM experience helpful but not required.
  • Demonstrated experience designing, building, and implementing strategies to enhance business performance and in application management (configuration, integration monitoring and security administration)
  • Experience scoping and executing QA and UAT test cycles.
  • Experience in process improvement, workflow, benchmarking and / or evaluation of business processes (Six Sigma certification, internal audit experience a plus)
  • Solid organizational skills, proven ability to prioritize and deliver quality results on time.


As a global organization, Datasite knows that diverse perspectives are essential to our success. We're committed to maintaining a diverse workforce to serve our customers around the world. Datasite is an equal opportunity employer (EEO) and furthers the principles of EEO through Affirmative Action.

  • Lead Financial Analyst

    2 weeks ago

    Minneapolis, United States Creative Financial Staffing Full time

    Lead Financial Analyst Description If you are an A-player and looking to add value to a growing organization, this might be the opportunity for you. Our client is looking for an experienced financial analyst to join their team as a Lead Analyst. In this role, you will be responsible for analytics, supporting business profitability improvements and other...

  • Lead Financial Analyst

    4 days ago

    Minneapolis, United States Creative Financial Staffing Full time

    Lead Financial Analyst Description If you are an A-player and looking to add value to a growing organization, this might be the opportunity for you. Our client is looking for an experienced financial analyst to join their team as a Lead Analyst. In this role, you will be responsible for analytics, supporting business profitability improvements and other...

  • Financial Analyst

    2 days ago

    Minneapolis, United States Creative Financial Staffing Full time

    About The Company Our client is approximately a $5B publicly traded global manufacturer serving customers around the world in the general industrial, consumer, commercial construction, food & beverage, and alternative energy end markets, among others. You may not know it, but our client impacts your life every day. Their products enable the fans in HVAC...

  • Senior Financial Systems Analyst

    2 weeks ago

    Minneapolis, United States Mortenson Construction Full time

    ABOUT MORTENSON As a Top 25 builder, developer, and EPC, our expertise spans markets like sports, renewable energy, data centers, healthcare, and more. We are builders at heart, working to ensure the built environment has a lasting positive impact. Let's Redefine Possible SUMMARY Mortenson is looking for a Senior Financial Systems Analyst who will be...

  • Senior Financial Systems Analyst

    3 weeks ago

    Minneapolis, Minnesota, United States Mortenson Construction Full time

    ABOUT MORTENSONAs a Top 25 builder, developer, and EPC, our expertise spans markets like sports, renewable energy, data centers, healthcare, and more. We are builders at heart, working to ensure the built environment has a lasting positive impact. Let's Redefine Possible SUMMARYMortenson is looking for a Senior Financial Systems Analyst who will be...

  • Financial Analyst

    2 weeks ago

    Minneapolis, United States Creative Financial Staffing Full time

    Financial Analyst Exceptional opportunity with a global, high-growth company known for providing excellent opportunity for growth/advancement! They offer: three weeks of vacation per year (accrued) Five Personal days and five sick days per year Ten paid holidays per year Comprehensive medical and dental coverage, flexible spending account Short-term...

  • Financial Analyst

    1 week ago

    Minneapolis, United States Creative Financial Staffing Full time

    Financial Analyst Exceptional opportunity with a global, high-growth company known for providing excellent opportunity for growth/advancement! They offer: three weeks of vacation per year (accrued) Five Personal days and five sick days per year Ten paid holidays per year Comprehensive medical and dental coverage, flexible spending account Short-term...

  • Lead Finance Analyst

    7 days ago

    Minneapolis, United States Wells Fargo Full time

    Lead financial support for Trust Services business and provide direction to other supporting team members. Provide input to and help drive strategic initiatives to enhance business performance, determine financial impact under various scenarios. Deve Finance Analyst, Finance, Lead, Analyst, Financial Planning, Business, Banking, Business Services

  • Senior Financial Analyst

    1 week ago

    Minneapolis, United States Gateway Recruiting Full time

    The Job Opportunity: This position is a key value-added role within Finance that partners with various levels of leadership to drive financial ownership, cost efficiency, and process improvement. This role will be responsible for complex, timely, and accurate financial planning, forecasting, and reporting for the business. Additionally, the Senior Financial...

  • Sr. Financial Analyst or Financial Consultant

    5 days ago

    Minneapolis, United States Xcel Energy Full time

    Perform and coordinate the development, tracking, reporting and analysis of financial information, including financial reporting, budget creation, and financial analysis. Provide proactive, clear and actionable recommendations and alternatives to man Financial, Financial Analyst, Financial Consultant, Analyst, Consultant, Accounting

  • Financial Analyst

    4 weeks ago

    Minneapolis, Minnesota, United States Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?Financial AnalystWhat will you do?Work with the department manager on new business pricing analysis & re-pricing analysis for existing C&C clients.Use Excel to conduct financial analysis & present pricing recommendations to both senior and executive-level leadership. Use communication skills to clearly...

  • Sr. Financial Analyst

    3 weeks ago

    Minneapolis, United States Pritchard Auto Company Full time

    Job DescriptionJob DescriptionJob Summary:The Senior Financial Analyst - FP&A at Pritchard Companies will be responsible for providing financial planning and analysis support to the organization's Auto division located in Clear Lake, Iowa. This is a full-time, individual contributor role that requires strong analytical skills, attention to detail, and...

  • Sr. Financial Analyst

    2 weeks ago

    Minneapolis, United States Pritchard Auto Company Full time

    Job DescriptionJob DescriptionJob Summary:The Senior Financial Analyst - FP&A at Pritchard Companies will be responsible for providing financial planning and analysis support to the organization's Auto division located in Clear Lake, Iowa. This is a full-time, individual contributor role that requires strong analytical skills, attention to detail, and...

  • Senior Financial Analyst

    2 weeks ago

    Minneapolis, United States WRS - Worldwide Recruitment Solutions Full time

    Job Description Senior Financial Analyst The Senior Financial Analyst will support their finance and development teams in structured finance, budgeting, analyzing M&A opportunities, and maintaining and refining the company’s financial model suite. Essential Responsibilities Support the project finance team in closing tax equity, debt, and other financing...

  • Financial Analyst

    2 days ago

    Minneapolis, Minnesota, United States Capella University Full time

    Financial AnalystlocationsMinneapolis, MNVA Herndon (Corporate)time typeFull timejob requisition idR23779The Financial Analyst is responsible for supporting senior management in analyzing and monitoring the Company's performance. Supports the creation and communication of the annual budget, quarterly financial and operational forecasts, and various ad-hoc...

  • Fp&a Financial Analyst

    3 days ago

    Minneapolis, United States Insight Global Full time

    One of Insight Global's partners in the antibiotic space is seeking a highly motivated financial analyst to join their team. This person will be executing duties surrounding expenses, headcount, capital, and forecasting with individuals across several departments. This person must be a go-getter and highly driven. A bachelor's degree in accounting or finance...

  • Financial Analyst

    3 weeks ago

    Minneapolis, United States Colliers International Full time

    Financial Analyst - Commercial Real Estate page is loaded Financial Analyst - Commercial Real Estate Apply locations Minneapolis, Minnesota, United States of America time type Full time posted on Posted 4 Days Ago job requisition id JR13121 Make your next move an expert one. At Colliers it’s not our success that sets us apart, it’s how we achieve it. Our...

  • Lead Systems Analyst

    1 week ago

    Minneapolis, United States On-Demand Group Full time

    On-Demand Group is looking for a strong Lead Systems Analyst that can bring a team into an Agile development modality. This is a 6-month contract engagement with potential for conversion.Requirements:Demonstrated ability to influence process change within a software development teamExperienced building out roadmapsExperienced creating solution design...

  • Lead Systems Analyst

    2 weeks ago

    Minneapolis, United States On-Demand Group Full time

    On-Demand Group is looking for a strong Lead Systems Analyst that can bring a team into an Agile development modality. This is a 6-month contract engagement with potential for conversion.Requirements:Demonstrated ability to influence process change within a software development teamExperienced building out roadmapsExperienced creating solution design...

  • Lead Systems Analyst

    2 weeks ago

    Minneapolis, United States On-Demand Group Full time

    On-Demand Group is looking for a strong Lead Systems Analyst that can bring a team into an Agile development modality. This is a 6-month contract engagement with potential for conversion.Requirements:Demonstrated ability to influence process change within a software development teamExperienced building out roadmapsExperienced creating solution design...