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At Wipfli, people count.
At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
Responsibilities
Job Summary
Under the direction of the Manager, ERP, the Analyst II gathers information and data, analyzes and documents business and technical requirements, identifies and implements business process improvements, technology solutions, reports. Assists in the preparation and finalization of business case documents, and participates in projects in accordance with firm policies and procedures.
Essential Responsibilities:
- Collaborates with Product Owners, IT and vendors to gather, document, and validate business and technical requirements.
- Creating and maintaining both standard and custom financial reports and dashboards using Workday's reporting tools (e.g., Report Writer, Composite Reports, Matrix Reports, Worksheets, Workday Prism).
- Working with finance, accounting, and operational teams to understand needs and translating into functional and technical specifications.
- Ensuring the accuracy and reliability of Operational & Financial data within Workday reports.
- Partnering with Product Owners to design & recommend optimized system & process solutions
- Occasionally prepare business case documents by participating in stakeholder and vendor meetings to understand system direction and potential impact of system changes to the firm.
- Plays a key role in vendor relationship by participating and influencing recommended solutions.
- Manages the efficient and timely implementation of process and/or technology changes and upgrades that meet business and technology requirements.
- Key project team member ensuring the on-time delivery of assigned tasks & responsibilities.
- In partnership with ERP team members supporting the system and infrastructure life cycle, to include monitoring, applying upgrades, continuous improvements, end of life, etc.
Knowledge, Skills and Abilities
Required Qualifications:
- Bachelor’s Degree in IT or an IT related major, business, finance or accounting, or an equivalent combination of education and job-related experience
- Three (3)+ years of job-related experience
- Proficiency in Workday Report Writer, Advanced Reports, Matrix Report, Composite Reports, Dashboards, and Worksheets.
- Workday Business process or system design/implementation
Preferred Qualifications:
- System life cycle management
- Experience with a shared Workday HCM environment.
- Workday certifications or additional experience supporting other Workday Products outside of a reporting & analytics role will distinguish you as a standout candidate.
- Proven experience with Data visualization tools; ideally PowerBI (Qlik, Tableau, etc.)
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com
Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $73,000 to $98,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws.
Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance.
Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location.
"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.
