Workday Finance Reporting Senior Associate

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

We are looking to add a Workday Reporting Sr Associate to our National Finance team! We are open to hiring this role in Canada or US location.

Our Workday Report Sr Associate is responsible for all work activities associated with the design, build, test, and deployment of Workday reports, including management of the review and sign off process with Workday Functional Leads and business subject matter experts (SMEs). This role will work with the Finance Reporting & Analytics management team to understand the proposed design of the Workday solution and the impact to providing reports to users.

Essential Duties

Workday Finance report creation, maintenance and optimization:

• Requirements gathering, build, test and debug Workday Finance reports & Dashboards
• Analyze and translate functional specifications and change requests into technical specifications
• Create reports out of Workday and other database systems as required by internal stakeholders
• Review reports and calculated fields regularly to optimize performance
• Document report functionality and design to facilitate ongoing maintenance
• Provide troubleshooting and support for report execution failures
• Develop and modify advanced reports for internal Finance users using Workday Report Writer
• Research new Workday reporting & analytics features and functionality to determine how best to meet user needs
• Support Workday’s biannual releases through impact analysis to changes to Workday’s data model and create reports and dashboards to aid in identification of populations for release testing

Finance reporting governance, support and education:

• Participate in report reviews, including understanding and ensuring security and data privacy standards
• Partner with Workday Security team to maintain data and privacy standards
• Work closely with other members of the Workday functional team and serve as a subject matter expert for others regarding reporting and calculated fields
• Provide Finance data support for Finance staff, all associate end-users, and members of senior leadership
• Maintain proficiency and level of knowledge with all talent systems
• Assists with the support of all aspects of Finance as it relates to data requests
• Participate in delivery of reporting training
• Train users on Workday reporting functions and available reports
• Follow established standards and change management processes including report documentation

Required Qualifications

• Bachelor’s degree and a minimum of three years of experience, or a total of seven years of equivalent experience.
• Experience with Workday Report Writer.
• Aptitude for learning and mastering report-writing tools.
• Knowledge of commonly used Finance reports.
• Proficiency with Microsoft Office products, including Word, Excel, and PowerPoint.
• Ability to create consolidated reports by combining data from multiple data sources.
• Strong problem-solving, troubleshooting, and analytical skills.
• Ability to prioritize workload and execute tasks independently while providing timely follow-up and resolution.
• Demonstrated ability to plan, meet deadlines, and manage competing priorities.
• Strong written and verbal communication, presentation, and stakeholder management skills.
• Demonstrated ability to conduct high-level needs analysis and produce reporting and data analysis.
• Experience identifying, designing, testing, and deploying reports within an ERP system.
• Understanding of Finance data and how it can be used to build reports.

Preferred Qualifications

• Proficiency in Workday reporting, including Calculated Fields, Advanced, Matrix, Trending, and Composite reports.
• 2+ years of Workday Report Writer and/or Workday Prism Analytics experience.
• Experience with Workday Prism, BIRT, Worksheets, and Advanced Reporting.
• Finance functional background, ideally within public accounting or a similar professional services environment.

At RSM, we offer a competitive benefits and compensation package for all our people. Learn more about our total rewards at https://rsmcanada.com/careers/life-at-rsm/rewards-and-benefits.html.

We believe flexibility and in-person connection both play an important role in how we work and grow. Most roles at RSM follow a hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building. Some roles may be virtual or primarily on-site based on role requirements, team priorities and client needs.

RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the Canadian uniformed service; Canadian Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.   

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [email protected].

At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $84,500 - $132,900