Description:
As a Senior Business Systems Administrator/Analyst specializing in Finance Systems at Workiva, you will be a key techno-functional member of the business systems team who maintains, enhances, and drives transformation across our Finance technology landscape. This is a hands-on role focused on the daily administration, design, configuration, maintenance, enhancement, and support of scalable solutions for core financial systems, including ERP, sourcing & procurement, close management, and expense automation.
You will blend deep technical expertise with strong accounting domain knowledge, partnering directly with Accounting, Sourcing & Procurement, and other cross-functional teams. Your work will ensure the reliability, scalability, and efficiency of our systems, empowering our finance teams to excel in a high-growth, SaaS environment.
In short, you will wear two hats:
- Systems Administrator – You will be the go-to expert for hands-on configuration, system stability, security, integrations, and user support.
- Systems Analyst – You will partner with accounting stakeholders to gather requirements, optimize workflows, and validate solutions.
What You’ll Do
System Administration & Configuration
- Own the day-to-day administration, configuration, and maintenance of core financial systems, including our ERP (Sage Intacct, Oracle, or Workday), Coupa, BlackLine, Concur, Workiva, and other adjacent systems
- Perform hands-on configuration to address business needs, from minor tweaks and user requests to major enhancement rollouts.
- Manage user roles, permissions, and security settings to ensure appropriate system access and segregation of duties.
- Manage system release cycles and dev/test/prod environment management
- Proactively monitor system health, performance, and data integrity, identifying and addressing potential issues before they impact the business.
Problem Solving & Support
- Serve as the primary technical owner and subject matter expert for assigned systems, acting as the first line of defense for user support and troubleshooting.
- Investigate and resolve system issues and business process challenges.
- Track and escalate issues with vendors, managing cases to a swift and successful resolution.
- Lead hypercare efforts during releases
Solution Design & Delivery
- Support the end-to-end delivery of system enhancements and projects.
- Translate business needs into technical requirements.
- Design scalable solutions including detailed specifications, user stories, and use cases for moderately complex business problems.
- Configure system modules, workflows, custom fields, and dashboards to meet evolving finance requirements.
Business Partnership
- Build relationships and partner with key stakeholders across the Finance organization to understand their processes, challenges, and evolving needs.
- Analyze key finance processes (Order-to-Cash, Procure-to-Pay, Record-to-Report) to identify opportunities to reimagine, optimize, and automate business processes to drive measurable efficiency, control, and user experience improvements
- Lead requirements gathering, scope management, and design for system enhancements and projects.
- Help business partners understand and effectively utilize system features.
Testing, Compliance & Documentation
- Develop and execute comprehensive test plans and use cases to validate that solutions meet business requirements.
- Coordinate and support user acceptance testing (UAT), ensuring stakeholders are engaged and prepared.
- Ensure all system configurations and processes adhere to SOX, ITGC, and internal audit requirements.
- Create and maintain clear, comprehensive documentation for system configurations, processes, controls, user guides, technical runbooks, and training materials.
- Support controls implementation, documentation, and audit activities
Change Management & Training
- Design and deliver effective change communications and user training to drive adoption of new features and processes.
- Gather user feedback to improve adoption and usability.
Drive Innovation & Continuous Improvement
- Stay updated on finance technology trends and best practices, proactively recommending improvements and innovative solutions to drive efficiency and growth.
- Evaluate, pilot, and recommend innovative solutions for continuous growth.
- Drive adoption of new system functionalities.
Analytics Enablement
- Partner with stakeholders to fulfill analytics and reporting requests.
- Focus on maintaining data integrity to provide reliable business insights.
What You’ll Need
Minimum Qualifications
- Bachelor’s degree in Information Systems, Accounting, Finance, or a related field
- 4+ years of experience in Finance Systems Administration, Business Systems Analysis, or similar roles supporting Finance/Accounting in a SaaS or enterprise environment