Finance Solutions Consultant I/II/III

About the role

The Finance Data Management Team supports the Finance division by managing the Workday Foundation Data Model, Workday Finance Business Processes, Workday Accounting Center, Workday Adaptive Planning, and maintaining Workday Finance configurations and data for 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

• Participates in administration and configuration of finance technologies, including Workday Accounting Center, Prism solutions, Workday Adaptive Planning, and Workday Financials.
• Supports and tests 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 for improving process, quality, and timeliness of financial accounting, reporting, and analysis.
• Maintains 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 impacting end-user processes, business operations, and current/future functionality.
• Develops and enhances financial reports, including using Office Connect.
• Maintains proficiency with system features, functionality, and related skills for managing Finance data, applications, and business processes.
• Demonstrates high standards of integrity, supporting the company’s mission and values, and adhering to corporate policies, including member privacy.
• Performs other functions as assigned by management.

Level II Responsibilities (in addition to Level I)

• Identifies and implements improvements using technology and new features to enhance automation, 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, provides conceptual designs, manages configurations in Workday, tests, and supports rollout of proposed solutions.
• Responsible for complex solutions development, system design, and development with broad impacts across Finance applications and systems.
• Develops strategies to mitigate risk and translates them into action plans.
• Acts as a Subject Matter Expert across technology and/or business disciplines.
• Provides leadership in assessing technology and data impacts from strategic projects, compliance/regulatory mandates, and business growth initiatives.
• Provides direction 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 Responsibilities (in addition to Level II)

• 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 to enable the establishment of accounting rules for completeness and accuracy of financial statements.
• Identifies inefficient technical or business processes and recommends improvements through strategic or standardized technologies.
• Provides advanced thought leadership in disciplines such as Business, Integration, Data, Technology, or Process Improvement.
• Researches and identifies areas of innovation to advance Finance technical and business capabilities through technology or process improvements.
• Mentors team members.

Requirements

• Bachelor’s degree in accounting, finance, or a 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 principles, and specialized skills in maintaining and administering finance-specific applications.
• Strong data analytical skills, preferably in Finance and Healthcare.
• 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 I Qualifications

• Four (4) years of direct experience with finance systems and accounting.

Level II Qualifications (in addition to Level I)

• 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 Qualifications (in addition to Level II)

• 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 languages 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 are as follows:

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

Actual salary will vary depending on factors including budget, prior experience, knowledge, skill, education, and internal equity.

Benefits

• Group health and/or dental insurance.
• Retirement plan.
• Wellness program.
• Paid time away from work and paid holidays.

Schedule

Opportunity for remote work may be available on a case-by-case basis.