Workday Financials and Adaptive Planning Administrator

Company Overview

Milestone Technologies is a global IT managed services firm that partners with organizations to scale their technology, infrastructure and services to drive specific business outcomes such as digital transformation, innovation, and operational agility. Milestone is focused on building an employee-first, performance-based culture and for over 25 years, we have a demonstrated history of supporting category-defining enterprise clients that are growing ahead of the market. The company specializes in providing solutions across Application Services and Consulting, Digital Product Engineering, Digital Workplace Services, Private Cloud Services, AI/Automation, and ServiceNow. Milestone culture is built to provide a collaborative, inclusive environment that supports employees and empowers them to reach their full potential.

Our seasoned professionals deliver services based on Milestone’s best practices and service delivery framework. By leveraging our vast knowledge base to execute initiatives, we deliver both short-term and long-term value to our clients and apply continuous service improvement to deliver transformational benefits to IT. With Intelligent Automation, Milestone helps businesses further accelerate their IT transformation. The result is a sharper focus on business objectives and a dramatic improvement in employee productivity. Through our key technology partnerships and our people-first approach, Milestone continues to deliver industry-leading innovation to our clients. With more than 3,000 employees serving over 200 companies worldwide, we are following our mission of revolutionizing the way IT is deployed.

Job Overview

Role Summary

This position supports managing and administering the financial planning and analysis functions using Workday's suite of tools, particularly the "Financials" module for core accounting and the "Adaptive Planning" tool for budgeting, forecasting, and scenario modeling; requiring expertise in both systems to configure, maintain, and generate insightful reports for decision-making across the organization. This position will also build partnerships with teams in Finance, IT, and Human Resources to help accomplish goals and objectives, working independently to meet the needs of the business objectives below. This position will be responsible for troubleshooting and providing recommendations utilizing prior experience of Workday and Workday documentation.

Responsibilities & Tasks

• Workday Financials system management (including, but not limited to, maintenance and configuration of allocations; creation, maintenance, testing and review of integrations to 3rd party systems)
• Maintaining the structure of Workday Financials and Adaptive Planning, including chart of accounts, organizational hierarchy, and calculation logic.
• Building and updating complex financial models within Adaptive Planning to support budgeting, forecasting, and scenario analysis.
• Providing training to end-users on how to effectively utilize Workday Financials and Adaptive Planning features.
• Assist team with maintenance of metadata, business processes, security groups and user-raised support tickets for Workday Financials and Adaptive Planning.
• Adhere to established Service Level Agreements for support tickets and delivering on commitments
• Partner with business gathering requirements, developing fit/gap analysis, training on new features, and providing adoption recommendations of new or deprecated functionality from Workday Financials and Adaptive Planning releases and updates
• Creating customized dashboards and reports utilizing data from both Workday Financials and Adaptive Planning to provide key insights to stakeholders.
• Participate in implementations, upgrades, integration, support, and enhancement of financial systems
• Prepare, summarize, and timely submit external auditor requests related to IT/support of financial systems
• Collaborating with finance teams (FP&A, accounting) to understand their business needs and translate them into system configurations and reporting requirements.
  
  

Experience, Skills And Qualifications Required

Accounting/Finance Functional Knowledge Requirements

• General accounting knowledge of Financial Statements including Balance Sheets, Income Statements, and Trial Balances
• General understanding of system consolidation with varying ledger and reporting currencies and complex intercompany transactions
• Solid understanding of Accounting & Finance processes and concepts, and general Accounting operations (Procure to Pay, Order to Cash, Treasury, Banking) and compliance
  
  

Qualifications

• Bachelor’s degree in Business, Information Systems, Computer Science, Accounting, Finance, or related field
• 10+ years of experience in a financial system administrator role
• 5+ years of experience with Workday Financials including functional configuration, testing, business process optimization, and maintenance for Core Financials, Procurement, Expenses, and Assets.
• In-depth expertise in Adaptive Planning, with strong administrative and modeling skills
• Proven experience with Workday Financials
• Proven ability to create financial models in Adaptive from the ground up
• Extensive experience troubleshooting and maintaining Adaptive models
• Advanced formula-writing skills within Adaptive
• Strong background in FP&A with a deep understanding of financial planning and reporting
• Experience in SQL
• Excellent problem-solving and analytical skills
• Proficiency in data manipulation and reporting tools
• Proficiency in Excel (can perform complex functions)
• Analytical and problem-solving skills with attention to detail
• Strong verbal and written communication skills
• Ability to focus and deliver on key deliverables in an environment with competing, multiple priorities
• Excellent organizational and collaboration skills
• Ability to work through complex issues and challenges
  
  

Preferred Skills

• Multinational company experience
• Prior exposure to (or implementation of) Workday Prism Analytics
• Experience partnering with software engineering teams on integrations
  
  

Compensation

Estimated Pay Range:

Exact compensation and offers of employment are dependent on circumstances of each case and will be determined based on job-related knowledge, skills, experience, licenses or certifications, and location.

Our Commitment to Diversity & Inclusion

At Milestone we strive to create a workplace that reflects the communities we serve and work with, where we all feel empowered to bring our full, authentic selves to work. We know creating a diverse and inclusive culture that champions equity and belonging is not only the right thing to do for our employees but is also critical to our continued success.

Milestone Technologies provides equal employment opportunity for all applicants and employees. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, gender, gender identity, marital status, age, disability, veteran status, sexual orientation, national origin, or any other category protected by applicable federal and state law, or local ordinance. Milestone also makes reasonable accommodations for disabled applicants and employees. 

We welcome the unique background, culture, experiences, knowledge, innovation, self-expression and perspectives you can bring to our global community. Our recruitment team is looking forward to meeting you.