Finance Solutions Consultant I/II/III

About the Role

The Finance Data Management Team supports the Finance division in several key areas: management of the Workday Foundation Data Model and Workday Finance Business Processes, administration and development of Workday Accounting Center, administration of Workday Adaptive Planning, maintenance of Workday Finance configurations, and data management in support of reporting, integrations, audits, and compliance.

This role provides maintenance and administration of finance-specific applications, data, and business processes to support the Finance division. A Financial Data Consultant collaborates cross-functionally to ensure the quality and timeliness of financial transactions, reporting, and analysis.

Responsibilities

Level I

• Participates in administration and configuration across all finance technologies supported by the Finance Data Management team, including Workday Accounting Center and Prism solutions, Workday Adaptive Planning, and Workday Financials.
• Supports and tests the configuration and deployment of new projects and enhancements for supported functions, the Workday Foundation Data Model, financial reporting, and finance-related business processes.
• Combines business and technology knowledge to redesign and optimize processes and translate business requirements into technology solutions.
• Acts as a consultant to the Finance division to leverage technology investments for improving process, quality, and timeliness of financial accounting, reporting, and analysis.
• Maintains various accounting translation tables/rules to support new products, business needs, and regulatory requirements.
• Identifies data issues and recommends mitigation solutions.
• Responsible for small-to-medium feature and code development; analyzes, researches, and resolves system issues.
• Stays informed about changes to policies and processes, especially those impacting end-user processes, business operations, and current/future functionality.
• Works on financial report development and enhancements, including Office Connect.
• Maintains proficiency with system features, functionality, and related skills necessary to manage and support Finance data management, applications, and business processes.
• Demonstrates high standards of integrity by supporting the organization’s mission and values, adhering to the Corporate Code of Conduct, and leading with the organization’s values and beliefs.
• Maintains high regard for member privacy in accordance with corporate privacy policies and procedures.
• Performs other functions as assigned by management.

Level II (in addition to Level I Accountabilities)

• Identifies and implements improvements leveraging technology and new features focused on automation to enhance the accuracy, reliability, and timeliness of financial transactions, reporting, and analysis.
• Develops technical expertise in the Workday reporting and analytics framework to support financial reporting and analysis.
• Gathers business requirements and provides conceptual design to meet business needs, manages configurations in Workday, tests, and supports the rollout of proposed solutions.
• Responsible for complex solutions development, system design, and development with broad impacts across a portfolio of applications and/or systems in Finance.
• Develops strategies to mitigate risk and translates those strategies into specific action plans.
• Acts as a Subject Matter Expert across technology and/or business disciplines.
• Provides leadership in determining technology and data impacts resulting from strategic projects, compliance/regulatory mandates, and business growth initiatives.
• Provides direction to ADT on technical requirements for interface development.
• Acts as backup for similar Workday functional roles in other administrative divisions (e.g., HR, Supply Chain).

Level III (in addition to Level II Accountabilities)

• Acts as a domain expert in one or more supported functions/applications: Workday Accounting Center, Workday Adaptive Planning, Workday Foundational Data Model, and/or Workday Financials.
• Provides analysis of complex source system data required for transactions to enable the establishment of accounting rules supporting the completeness and accuracy of financial statements.
• Identifies inefficient technical or business processes and recommends improvements through strategic or standardized technologies.
• Provides advanced-level thought leadership in one or more disciplines (Business, Integration, Data, Technology, Process Improvement).
• Researches and identifies areas of innovation to advance Finance technical/business capabilities through effective use of technology or process.
• Mentors members of the team.

Requirements

All Levels

• Four (4) years of direct experience with finance systems and accounting.
• Bachelor’s degree in accounting, finance, or related field.
• Working knowledge of an Enterprise Resource Planning (ERP) application and/or Budgeting platform preferred; Workday and Adaptive Planning strongly preferred.
• Demonstrated knowledge of finance and accounting acumen, and specialized skill in the maintenance and administration of finance-specific applications.
• Strong data analytical skills working with Finance and Healthcare preferred.
• Knowledge of process improvement principles.
• Experience with MS Excel, data analysis, and formatting.
• Strong analytical and problem-solving skills with a focus on data-driven decision-making.

Level II (in addition to Level I Qualifications)

• Six (6) years of direct experience with finance systems and accounting.
• Demonstrated competence with Workday or Adaptive Planning strongly preferred.
• Demonstrated competence in conditional data formatting and/or retrieval concepts.
• Demonstrated competence in Procure-to-Pay and Quote-to-Cash business workflows preferred.

Level III (in addition to Level II Qualifications)

• Eight (8) years of direct experience with finance systems and accounting.
• Demonstrated competence with Insurance Payor terminology and financial concepts.
• Demonstrated competence in team leadership/technical leadership, facilitation, and project leadership.
• Experience in SQL, VBA, or other relative programming language preferred.
• Experience in Microsoft Excel Power Automate preferred.

Physical Requirements

• Ability to work while sitting and/or standing at a workstation viewing a computer and using a keyboard, mouse, and/or phone for three (3) or more hours at a time.
• Ability to travel across the Health Plan service region for meetings and/or trainings as needed.

Pay

Compensation ranges:

• Level I: Grade E5: Minimum $71,880 - Maximum $129,384
• Level II: Grade E6: Minimum $79,068 - Maximum $142,322
• Level III: Grade E7: Minimum $87,766 - Maximum $157,978

Actual salary will vary depending on factors including, but not limited to, budget available, prior experience, knowledge, skill, and education as they relate to the position’s minimum qualifications, in addition to internal equity.

The posted salary range reflects just one component of the total rewards package. Other components may include participation in group health and/or dental insurance, retirement plan, wellness program, paid time away from work, and paid holidays.

There may be opportunity for remote work within all jobs posted by the Excellus Talent Acquisition team, decided on a case-by-case basis.