Financial Systems Analyst

About The Job

JPI is seeking a Financial Systems Analyst to join our Financial Systems team in Dallas, TX.

Essential Functions & Responsibilities

• Serve as the first point of contact for JPI corporate and field staff requiring assistance with Workday Financial Management, and Workday's touchpoints with Adaptive Planning, Sage Intacct, and Procore.
• Manage and resolve support requests through the company's ticketing system, prioritizing based on business impact and escalating complex issues to the Sr. Financial Systems Analyst or Director as needed.
• Develop and deliver training materials and sessions for new and existing employees on Workday financial workflows.
• Foster a high-quality service experience through strong interpersonal skills and a dedication to end-user support.
• Configure and maintain Workday master data, including ledger accounts, legal entities, projects, and other financial work tags such as spend or revenue categories, cost centers, regions, locations.
• Apply critical thinking to diagnose and resolve Workday configuration and data issues, escalating to Workday support or the Financial Systems Director when appropriate.
• Maintain a change log and supporting documentation for Workday updates, configuration changes, and release-related adjustments.
• Collaborate with internal teams (Accounting, Finance, Tax, and Internal Audit) to help ensure Workday is effectively aligned with business requirements.
• Support the connections between Workday and Adaptive Planning, Sage Intacct, and Procore (e.g., data flow, sync issues, reconciliation questions).
• Stay current on Workday's semi-annual release notes and research topics on the Workday Community, flagging changes that may affect existing configurations.
• Support testing and research of reported issues and new functionality within Workday financial modules.
• Absorb and implement data audits and data quality measures to keep financial data elements (e.g., chart of accounts, vendor information, projects) accurate and up to date.
• Assist with conducting data audits and implementing data quality measures to keep financial data elements (e.g., chart of accounts, vendor information, projects) accurate and up to date.
• Collaborate with the Financial Systems Manager or Director on more complex or recurring reporting needs, learning advanced Workday reporting techniques over time.
• Contribute to cross-functional projects involving Workday and its connected financial systems.
• Help document current-state processes and compare them to future-state designs under project lead direction.
• Support configuration changes tied to project requirements, working alongside the Financial Systems Manager and Director, on anything touching business process design, security, or controls.
• Report project progress in weekly project meetings.
• Update training and knowledge documentation to reflect project outcomes.

Non-Essential Functions & Responsibilities

• Other duties as assigned.