Senior Manager, Workday Financials

FactSet 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.

At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations.

The Workday Financials initiative is part of the Finance Transformation Program at FactSet. Expanding 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.

With a wealth of learning and career development opportunities, and best of breed technology platforms across our internal and external ecosystems, we make sure our people continue to grow both professionally and personally. If you're looking for an organization with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, you have come to the right place.

Responsibilities

• Responsible for leading the Workday Financials Customer Accounts and Revenue Management pillar
• Resident expert in the Workday Financials product suite with an emphasis on Customer Accounts & Revenue Management. Share deep knowledge of customer contracts, billing schedules, revenue recognition schedules, and the end-to-end lifecycle from invoice to cash
• Manage small projects, facilitate meetings, lead discovery sessions
• As part of a larger team, manage the administration of the Workday system including system configuration, maintaining security, data audits and corrections, and introduction of new functionality.
• Manage twice a year mandatory release.
• Identify, recommend, and track opportunities for process and operational improvements. Analyze problems, formulate solutions and alternatives, and deliver solutions that achieve desired results in a timely and cost-efficient manner.
• Design, develop, and support custom Advanced, Composite and Matrix Reports, 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 related to data flow
• Develop comprehensive documentation, including user stories, process flow diagrams, data mapping tables, test scenarios, and best practice guidelines
  
  

Minimum Requirements

• 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
• A deep understanding of the Workday security and business process framework
  
  

Critical Skills

• Invoice to Cash domain expertise
• Experience with 3rd-party tax services
• Customer Focused – personally demonstrate that both external and internal customers are a high priority by identifying and responding to their needs in a timely and efficient manner
  
  

Additional Desired/Skills

• Experience with Professional Service Automation (PSA)
• Revenue recognition and accounting experience
• Initiative – Recognizes opportunities and initiates actions to capitalize on them by looking for a new and productive ways to make an impact
• Capable of writing Standard, Advanced, Matrix and Composite reports. Experience with creating complex calculated fields, custom objects
• Must be experienced user of MS Office (Word, Excel, Outlook, Access, PowerPoint; In Excel, must have ability to create pivot tables, v/lookups).
• Ability to act quickly and iterate to achieve results
• Building Organizational Commitment – Demonstrates commitment, integrity and appreciation for the organization
  
  

Education

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

The budgeted salary range for this position in the states of California, Connecticut and New York is $150,000.00 - $170.000.00.

Company Overview

FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn.

At FactSet, we celebrate difference of thought, experience, and perspective. 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. FactSet participates in E-Verify