Financial Systems Analyst

Reposted 10 Days Ago
Dallas, TX, USA
In-Office
Junior
Real Estate
The Role
Provide day-to-day end-user support and administration for Workday Financial Management; configure master data; monitor data integrity and integrations with Adaptive Planning, Sage Intacct, and Procore; create training and documentation; support testing, data audits, and cross-functional projects; use approved AI tools to accelerate routine tasks.
Summary Generated by Built In
About The Company

Built on a foundation of integrity, respect, and commitment, JPI stands out as one of the most active real estate developers and builders in the nation.  For more than 35 years, JPI has designed and developed communities with best-in-class homes and amenities. JPI is committed to data-driven management and continuous improvement. Its team of experts utilizes data – including unparalleled market research, proven business processes, and proprietary models – to ensure that every decision is strategic, focused, and produces exceptional multifamily communities with the best risk-adjusted returns. More than just great communities, JPI is focused on leaving a lasting impact on the communities where we build and is continually committed to “Building What Matters.”  JPI operates as a subsidiary of Sumitomo Forestry, which is recognized as one of the largest home builders in the United States.


Why work for us?
 

We have a 35-year track record of developing multifamily communities with responsibility, accountability, and integrity.  Our stated purpose is to:

  • Transform Building

  • Enhance Communities

  • Improve Lives

 

JPI has an ambitious and exciting vision for how we will achieve this, which makes for a positive and dynamic work environment, with many opportunities for personal development and growth.  As well as our highly competitive offering of compensation and benefits, we are committed to:

  • Transformative careers in a transformative company

  • Comprehensive training and development

  • Promotion from within at all levels of the organization

  • Borderless Careers, based on performance, potential, and personal ambition

Industry Recognition

  • NMHC - #1 Fastest Growing Developer; #2 Fastest Growing Building; #8 Largest National Developer; # 11 Largest National Builder

  • Real Page – Most active multifamily developer in DFW for the past 8 years

  • Dallas Business Journal Best Places to Work – 2023

  • Dallas Business Journal – Largest DFW Real Estate Developers - #11

JPI offers associates a comprehensive benefits package with competitive salaries and more, including:

  • Competitive Bonus Program

  • 4 Weeks PTO for All New Associates (Pro-Rated by Hire Date)

  • 11 Holidays and 8 Early Release Days

  • Medical, Dental, Vision, and Life Insurance

  • 401(k) with Company Match (Up to 5% Match)

  • Health Savings Account

  • Flexible Spending Accounts (Dependent & Medical Reimbursement)

  • Paid Parental Leave

  • Paid Volunteer Time

  • Tuition Assistance

  • Phone Reimbursement

  • Associate Referral Bonuses

About the Job.
JPI is seeking a Financial Systems Analyst to join our Financial Systems team in Dallas, TX. In this role, will support the maintenance, configuration, and ongoing evolution of JPI's financial systems, with a primary focus on Workday Financial Management. You'll also provide limited, Workday-focused support where it touches Adaptive Planning, Sage Intacct, and Procore. You will serve as a primary point of contact for day-to-day end-user support and application training, bringing both technical curiosity and a genuine commitment to service excellence.

Essential Functions & Responsibilities

End-User Support

  • Serve as the first point of contact for JPI corporate and field staff requiring assistance with Workday Financial Management, and Workday's touchpoints with Adaptive Planning, Sage Intacct, and Procore.

  • Manage and resolve support requests through the company's ticketing system, prioritizing based on business impact and escalating complex issues to the Sr. Financial Systems Analyst or Director as needed.

  • Develop and deliver training materials and sessions for new and existing employees on Workday financial workflows.

  • Foster a high-quality service experience through strong interpersonal skills and a dedication to end-user support.

Financial Systems Administration

  • Configure and maintain Workday master data, including ledger accounts, legal entities, projects, and other financial work tags such as spend or revenue categories, cost centers, regions, locations.

  • Apply critical thinking to diagnose and resolve Workday configuration and data issues, escalating to Workday support or the Financial Systems Director when appropriate.

  • Monitor Workday application health and data integrity, flagging anomalies before they affect close or reporting.

  • Support the connections between Workday and Adaptive Planning, Sage Intacct, and Procore (e.g., data flow, sync issues, reconciliation questions).

  • Stay current on Workday's semi-annual release notes and research topics on the Workday Community, flagging changes that may affect existing configurations.

  • Support testing and research of reported issues and new functionality within Workday financial modules.

  • Assist with conducting data audits and implementing data quality measures to keep financial data elements (e.g., chart of accounts, vendor information, projects) accurate and up to date.

  • Collaborate with internal teams (Accounting, Finance, Tax, and Internal Audit) to help ensure Workday is effectively aligned with business requirements.

  • Maintain a change log and supporting documentation for Workday updates, configuration changes, and release-related adjustments.

  • Partner with the Financial Systems Manager or Director on more complex or recurring reporting needs, learning advanced Workday reporting techniques over time.

Financial Systems Project Support

  • Contribute to cross-functional projects involving Workday and its connected financial systems.

  • Help document current-state processes and compare them to future-state designs under project lead direction.

  • Support configuration changes tied to project requirements, working alongside the Financial Systems Manager and Director, on anything touching business process design, security, or controls.

  • Report project progress in weekly project meetings.

  • Update training and knowledge documentation to reflect project outcomes.

AI & Automation

  • Use approved enterprise AI tools (e.g., Claude Cowork, Microsoft Copilot) to draft, summarize, analyze, and accelerate everyday work.

  • Apply sound judgment to review AI-generated outputs for accuracy, tone, and appropriateness before using or sharing them.

  • Follow company data handling, confidentiality, and acceptable-use policies when working with AI tools and sensitive information.

  • Demonstrate curiosity and willingness to adopt new tools; actively participate in AI training, office hours, and adoption campaigns.

  • Use AI assistants to reduce manual effort on routine tasks (email drafting, meeting notes, document summarization, basic research).

Non-Essential Functions & Responsibilities

  • Other duties as assigned.

Education, Work Experience, & Physical Requirements

  • Bachelor's degree required, preferably in Finance, Accounting, Information Systems, or a related field.

  • 1–3 years of experience in a business, financial, or IT support setting; prior exposure to Workday (as an end user or in a support role) strongly preferred.

  • Foundational understanding of financial processes (e.g., general ledger, month-end activities) is a plus.

  • Strong interpersonal and written/verbal communication skills; comfortable explaining system issues to non-technical stakeholders.

  • Proficiency with business software and a demonstrated ability to quickly learn and adapt to new applications.

  • Detail-oriented, with strong critical thinking and troubleshooting skills.

  • Willingness to pursue Workday training and certifications (e.g., Workday Pro Financials) as part of ongoing development in this role.

Skills Required

  • Bachelor's degree in Finance, Accounting, Information Systems, or related field
  • 1-3 years of experience in a business, financial, or IT support setting
  • Prior exposure to Workday (as an end user or in a support role)
  • Foundational understanding of financial processes (general ledger, month-end activities)
  • Strong interpersonal and written/verbal communication skills; able to explain system issues to non-technical stakeholders
  • Proficiency with business software and ability to quickly learn new applications
  • Detail-oriented with strong critical thinking and troubleshooting skills
  • Willingness to pursue Workday training and certifications (e.g., Workday Pro Financials)
  • Experience or familiarity supporting integrations between Workday and Adaptive Planning, Sage Intacct, or Procore
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The Company
HQ: Dallas, TX
524 Employees
Year Founded: 1989

What We Do

JPI is a leading development and construction company with a mission to transform building, enhance communities and improve lives. With a commitment to excellence and innovation, JPI delivers Class A multifamily housing that exceeds expectations and fosters vibrant neighborhoods. By focusing on sustainable development and strategic partnerships, JPI continues to shape the future of community living while positively impacting communities nationwide. We develop, build and invest in select communities throughout the U.S. ​ JPI has assembled a world-class team with deep, cross-industry expertise complimenting Payton Mayes and Mollie Fadule’s 18-year relationship as commercial real estate developers, operators and investors. ​ Since 1989, JPI has acquired and developed 380+ projects consisting of 117,000+ homes located in more than 143 cities valued at over $19.5 billion. NMHC’s fastest-growing developer and second-fastest-growing builder

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