Senior Analyst, Workday ERP

We need to output HTML fragment with sections: About the role? The posting includes a paragraph about Wipfli culture, then Job Summary, Responsibilities, Required Qualifications, Preferred Qualifications, Additional Details includes pay, benefits, etc. We must not repeat job title as heading. Use

for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which sections have content. We have: - About the role: Could be the initial paragraph about Wipfli culture and career-defining opportunity. That's like an overview. Could be "About the role". We'll include that. - Responsibilities: list of duties. - Requirements: maybe combine Required Qualifications and Preferred Qualifications? The instruction: Use headings for sections like Requirements, Qualifications, Skills. We can have "Requirements" for required qualifications, "Preferred Qualifications" maybe as "Qualifications"? But we have both Required and Preferred. Could combine into "Requirements" (required) and "Preferred Qualifications" maybe as "Qualifications"? However we should not create thin sections. We could have "Requirements" for required qualifications, and "Preferred Qualifications" as a subsection? But only allowed headings are those listed; we cannot add custom headings. So we need to map content to those headings. We have: Required Qualifications (bullet list). Preferred Qualifications (bullet list). Could combine into a single "Requirements" section containing both required and preferred? But that might mix. However we could have "Requirements" for required, and "Qualifications" for preferred? The list includes "Qualifications" as a possible heading. So we can use "Requirements" for required qualifications, and "Qualifications" for preferred qualifications. That seems okay. Skills: maybe we could extract skills from responsibilities? But we might not need a Skills section if no explicit skills list. The instruction: Prefer a few substantive sections over many thin ones. So we could omit Skills if not substantive. Benefits: we have benefits details. Pay: we have pay range. Schedule: not mentioned; we should not create Schedule section unless present. So omit. We also need to include any other metadata like Requisition Number? Should fold minor metadata into short

or drop it. The instruction: do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

or drop it. So we can include a short paragraph at top maybe with Requisition Number? But it's minor metadata; we could drop it. Probably better to drop it. We must preserve all substantive information; do not invent or summarize away detail. So we need to keep all bullet points exactly as given. We need to format lists with

• . For prose, use

  . We need to output only HTML fragment, no /, no markdown. Let's extract sections: About the role: The initial paragraph(s) before Job Summary: "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." That's prose. We'll put in

  . Job Summary: Could be considered part of About the role? But we have a separate "Job Summary" heading in the posting. However we are not to create headings unless they match allowed list. We could incorporate Job Summary into About the role or maybe treat as part of About the role. Since we already have About the role covering culture, we could add Job Summary as another paragraph under About the role. Or we could create a separate section? Not allowed unless matches allowed headings. Could treat Job Summary as part of About the role. We'll combine. Thus About the role section will contain two paragraphs: the culture paragraph and the Job Summary paragraph. Responsibilities: list of duties. The responsibilities are a series of sentences separated by periods but each seems like a bullet. We'll convert each sentence into

• . Need to preserve all detail. Let's list responsibilities sentences: 1. Act as a liaison with business owners, IT, and vendors to gather, document, and validate requirements, drive process improvements, and identify solutions. 2. Partner with business operations and finance teams to translate reporting needs into functional and technical specifications. 3. Configure and maintain Workday PSA, including business processes, custom objects, and condition rules, while supporting ERP/PSA security requirements. 4. Ensure accuracy and reliability of financial data and assigned reports within Workday. 5. Prepare business case documents and assess system upgrade impacts through vendor and business meetings. 6. Lead vendor relationship management, influence consensus on solutions, and oversee timely implementation of process and technology changes. 7. Mentor analysts and IT associates, promote continuous learning, and recommend process improvements; collaborate externally for best practices. 8. Manage project delivery, system lifecycle, and infrastructure upgrades, ensuring on-time completion and continuous improvement. We'll put each as
• . Required Qualifications: list: - Bachelor’s Degree in IT or an IT related major, business, finance or accounting, or an equivalent combination of education and job-related experience - Five+ years experience configurating and administering Workday - High proficiency in Workday Report Writer, Composite Reports, Dashboards, and Worksheets. - Workday PRO certifications or additional experience supporting other Workday Products outside of a reporting & analytics role preferred. - Project Management (Waterfall and Agile) - Business process or system design/implementation - High proficiency in configuring, Workday (looks like duplicate? Actually says "High proficiency in configuring, Workday" maybe a typo; we keep as is) - Experience with Workday Report Writer, Composite Reports, Dashboards, and Worksheet Wait there is duplication: The list includes "High proficiency in Workday Report Writer, Composite Reports, Dashboards, and Worksheets." and later "Experience with Workday Report Writer, Composite Reports, Dashboards, and Worksheet". We'll keep both as separate items. Preferred Qualifications: list: - Vendor management experience - System life cycle management - Experience with a shared Workday HCM environment. - Workday certifications or additional experience supporting other Workday Products will distinguish you as a standout candidate. We'll put these under Qualifications heading. Benefits: details: "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." We'll put that as prose under Benefits heading. Pay: details: "Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $107,000 to $144,000, 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." We'll put that as prose under Pay heading. We should not include Schedule. We also need to include maybe a short paragraph for Requisition Number? We can drop it. Now construct HTML:

  About the role

  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.

  Under the direction of the Manager, ERP, the Senior Analyst 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 manages projects in accordance with firm policies and procedures.

  Responsibilities

  • Act as a liaison with business owners, IT, and vendors to gather, document, and validate requirements, drive process improvements, and identify solutions.
  • Partner with business operations and finance teams to translate reporting needs into functional and technical specifications.
  • Configure and maintain Workday PSA, including business processes, custom objects, and condition rules, while supporting ERP/PSA security requirements.
  • Ensure accuracy and reliability of financial data and assigned reports within Workday.
  • Prepare business case documents and assess system upgrade impacts through vendor and business meetings.
  • Lead vendor relationship management, influence consensus on solutions, and oversee timely implementation of process and technology changes.
  • Mentor analysts and IT associates, promote continuous learning, and recommend process improvements; collaborate externally for best practices.
  • Manage project delivery, system lifecycle, and infrastructure upgrades, ensuring on-time completion and continuous improvement.

  Requirements

  • Bachelor’s Degree in IT or an IT related major, business, finance or accounting, or an equivalent combination of education and job-related experience
  • Five+ years experience configurating and administering Workday
  • High proficiency in Workday Report Writer, Composite Reports, Dashboards, and Worksheets.
  • Workday PRO certifications or additional experience supporting other Workday Products outside of a reporting & analytics role preferred.
  • Project Management (Waterfall and Agile)
  • Business process or system design/implementation
  • High proficiency in configuring, Workday
  • Experience with Workday Report Writer, Composite Reports, Dashboards, and Worksheet

  Qualifications

  • Vendor management experience
  • System life cycle management
  • Experience with a shared Workday HCM environment.
  • Workday certifications or additional experience supporting other Workday Products will distinguish you as a standout candidate.

  Benefits

  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.

  Pay

  Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences.