Financial Intelligence Analyst-Workday

Posted 11 Days Ago
4 Locations
In-Office
85K-115K Annually
Mid level
Fintech • Software • Financial Services
The Role
Supports Workday Financial Accounting and record-to-report processes, including general ledger, close, consolidations, reconciliations, troubleshooting, configuration improvements, testing, release updates, and process optimization. The role documents requirements, coordinates user acceptance testing, develops training and procedures, monitors close-cycle data, supports change management, and leads finance systems projects in partnership with Accounting, Finance, and cross-functional stakeholders.
Summary Generated by Built In

Job Description

Analyst – Financial Intelligence - Workday


About Acrisure

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more. 


In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.


Job Summary:

Acrisure is seeking an Analyst, Financial Intelligence to join our team Finance Systems team in Grand Rapids. This role has a primary focus on Accounting & Finance processes from record to report, with an emphasis on general Financial Accounting support within Workday. This team’s purpose is to leverage people, processes, and technology to improve finance operations. The Analyst provides day-to-day Workday support across general ledger, close, consolidations, and financial accounting processes — partnering with the broader Accounting and Finance teams to troubleshoot issues, support configuration, and drive continuous improvement. The Analyst is expected to build strong relationships with the Accounting, Finance, & cross functional teams.


Responsibilities:

  • Document requirements, specifications, business processes, and recommendations related to proposed solutions.
  • Acquire an understanding of the business issues and data challenges of the organization.
  • Drive awareness of requirements across business units and identify substandard systems processes through evaluation of real-time data.
  • Provide day-to-day support for close-related Workday processes, troubleshooting issues, and recommending configuration improvements in partnership with Accounting stakeholders.
  • Communicate effectively with department SMEs to identify needs and evaluate alternative business solutions & support day to day business needs.
  • Enhance connections with existing and new interfaces.
  • Establish and apply a repeatable methodology to lead change management activities driven by FSA.
  • Coordinate user acceptance testing; writing testing scenarios, working with process improvement, assisting with issue resolution.
  • Manage and communicate change effectively by addressing resistance and ensuring smooth transitions.
  • Lead projects and ensures completeness of tasks and communicating updates to leadership.
  • Ensures training and procedures are developed by supporting teams to support process optimizations and new projects.
  • Support testing and communication of Workday’s semi-annual release updates, assessing impact on Financial Accounting/R2R processes.
  • Conduct data-driven assessments to identify bottlenecks, inefficiencies, and areas of waste.
  • Monitor close-cycle data and reconciliation status to flag issues and support process improvements, in collaboration with process owners.

 

Requirements

Required Qualifications

  • Proven ability to work cross functionally and to communicate technical data concepts to both technical teams and business users
  • Ability to manage multiple projects with shifting priorities while producing meaningful deliverables and meeting deadlines
  • Capable of developing comprehensive end user documentation and designing visual workflows for improved operational understanding and efficiency, specifically for Enterprise Applications.
  • Strong knowledge of financial planning processes, including budgeting, forecasting, and workforce planning
  • Excellent problem-solving skills
  • Self-motivated and able to prioritize daily responsibilities and projects
  • Ability to translate complex data into simple, clear insights for business partners
  • One-team mindset: recognizes and steps up when help is needed.
  • Meets or exceeds deadlines for deliverables and takes responsibility for outcomes and results.
  • Proactive and seeks new opportunities to improve processes within the business.
  • Excellent verbal and written communication skills; ability to problem solve, make sound decisions, and resolve conflicts.
  • Microsoft Suite proficiency: Excel for data analysis, Word for sophisticated document creation, PowerPoint for engaging presentations, and Outlook for efficient email and calendar management.
  • undefined

Education and Experience:

Required Qualifications

Bachelor’s degree in accounting, Finance, or Business Management discipline and/or three or more years of experience.Strong data management skills2 years+ of experience working as an analyst or developing automated solutions.2+ years supporting Workday Financial Accounting or Record to Report processes (general ledger, month-end/quarter-end close, reconciliations, consolidations, intercompany accounting).Exposure to programming languages or advanced analytics.Experience working cross functionally within organizations. 


Preferred Qualifications

Workday Financial Accounting certification preferred.Proficiency in data analysis and relevant software toolsExperience in system integrationExperience with financial services or insurance accounting 


#LI-MV1

#LI-Onsite

Pay Details:

The base compensation range for this position is $85,000 - $115,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.


Why Join Us:

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.


Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks, including:

  • Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

  • Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

  • Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

  • Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

  • … and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.


Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting [email protected].

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.


California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.


Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.


Welcome, your new opportunity awaits you.

Skills Required

  • Bachelor's degree in Accounting, Finance, or Business Management, and/or three or more years of experience
  • Strong data management skills
  • At least two years of experience working as an analyst or developing automated solutions
  • At least two years supporting Workday Financial Accounting or Record-to-Report processes, including general ledger, close, reconciliations, consolidations, and intercompany accounting
  • Experience working cross-functionally within organizations
  • Ability to communicate technical data concepts to technical teams and business users
  • Ability to manage multiple projects with shifting priorities and meet deadlines
  • Ability to develop end-user documentation and visual workflows for enterprise applications
  • Strong knowledge of budgeting, forecasting, and workforce planning
  • Excellent problem-solving, communication, decision-making, and conflict-resolution skills
  • Microsoft Suite proficiency, including Excel, Word, PowerPoint, and Outlook
  • Exposure to programming languages or advanced analytics
  • Workday Financial Accounting certification
  • Proficiency in data analysis and relevant software tools
  • Experience in system integration
  • Experience with financial services or insurance accounting
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The Company
HQ: Grand Rapids, Michigan
3,983 Employees

What We Do

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 16,000 entrepreneurial colleagues in 21 countries and has grown from $38 million to $4 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Additionally, Acrisure is committed to making an impact in our communities by giving back, as seen by our partnerships with Helen Devos Children’s Hospital and UPMC Children's Hospital. Discover more at www.Acrisure.com.

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