Senior Financial & Data Analyst

Posted Yesterday
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Addison, TX, USA
In-Office
Senior level
Industrial
The Role
Manages and supports finance systems including Workday Financials and Adaptive Planning, maintaining financial structures, mappings, user access, data integrity, reconciliations, and reporting. Resolves system and invoice issues, supports budgeting and forecasting, documents configurations, identifies automation opportunities, partners with IT and finance teams on enhancements, translates business needs into system requirements, and trains end users.
Summary Generated by Built In

Who We Are

Working at Reece & Fortiline means being part of a growing global company that brings our purpose and values to life every day. We celebrate our team members living our values and provide opportunities to build a long and remarkable career. We’re proud to support essential industries helping bring clean air and water to everyone. To learn more about our purpose and values, visit our career site at https://careers.reece.com/us/

Purpose

Responsible for the oversight, optimization, and daily management of financial systems—primarily Workday Financials, Adaptive Planning and Oracle (minor interaction with Oracle). This role serves as the primary support contact for finance-related system functionality, business unit and hierarchy setup, user access updates, developing and writing reports within Workday and Adaptive, and inter-system mapping across Workday, Adaptive Insights, Oracle, Eclipse, Mincron and ADP. The ideal candidate combines strong systems knowledge with a detailed understanding of accounting and finance operations.

Key Responsibilities

 System Administration & Support

  • Serve as the primary support resource for finance-related questions in Workday, including business unit setup, hierarchy maintenance, and expense report troubleshooting.
  • Monitor and respond to support requests through platforms such as ServiceNow, escalating or resolving as needed.
  • Update and maintain financial mappings (e.g., account structures, spend cats, business units) across systems to ensure alignment.
  • Assist with Adaptive Insights and Workday structures to support monthly forecasting and annual budgeting.

Operational Support

  • Makes sure accounts stay in balance across entities and helps identify when they are not in balance and helps propose a solution.
  • Maintain financial data integrity and ensure accurate reporting across systems (Workday, Adaptive, etc.).
  • Review and resolve Workday Supplier Invoice (SINV) issues and escalate any exceptions to the Accounts Payable team.
  • Validate expense submissions and cardholder listings for policy compliance.
  • Address ad hoc changes to branch setup, regional structures, or allocation rules.

Governance & Optimization

  • Own and maintain documentation for system configurations and user support guides.
  • Identify opportunities for automation and improved data flow between systems.
  • Partner with IT and third-party providers on enhancements and configuration changes.
  • Support change management efforts for new process implementations impacting financial systems.

Reporting & Collaboration

  • Partner with Accounting, FP&A, and AP teams to streamline reporting and reconciliation processes.
  • Act as the bridge between finance users and technical teams to translate functional needs into system requirements.
  • Provide end-user training and ongoing system education to finance teams.
  • Develops and writes reports for use by Finance within Workday and Adaptive.

Key Competencies and Skills Required

  • 5+ years of experience in financial systems support or finance operations, preferably in a multi-entity, international environment.
  • Hands-on experience with Workday Financials required; experience with Adaptive Insights a plus.
  • Strong analytical and problem-solving skills; able to interpret technical details for non-technical stakeholders.
  • Highly organized with the ability to manage multiple tasks and projects simultaneously.

Minimum Qualifications

  •  Bachelor’s degree in Accounting, Finance, Information Systems, or related field.

Our commitment to excellent customer service is just part of our story.  We’re also dedicated to supporting our most valuable asset, our associates! One of the ways we do this is by offering a variety of high-quality benefits for our associates and their families.

All full-time associates are eligible for the following benefits:

  • Medical and Dental Insurance

  • Flexible Spending Accounts and Health Savings Accounts

  • Company-paid Life Insurance

  • Short Term Disability

  • 401(k) Plan

  • Paid Time Off (PTO) - plus paid holidays

  • Parental Leave

Voluntary benefits:

  • Vision

  • Long-term Disability

  • Voluntary Life and AD&D Insurance

  • Additional Voluntary Benefits through Corestream

We're an equal opportunity employer and we welcome diversity and inclusion! Reece USA is an Equal Opportunity Employer— Employer Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, and any other status protected by law.

Skills Required

  • 5+ years of experience in financial systems support or finance operations
  • Bachelor's degree in Accounting, Finance, Information Systems, or a related field
  • Hands-on experience with Workday Financials
  • Experience in a multi-entity, international environment
  • Experience with Adaptive Insights
  • Strong analytical and problem-solving skills
  • Ability to interpret technical details for non-technical stakeholders
  • Ability to manage multiple tasks and projects simultaneously
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The Company
HQ: Addison, TX
9,000 Employees
Year Founded: 2011

What We Do

MORSCO, now represented in the U.S. careers system by Reece, is a leading distributor of commercial and residential plumbing, waterworks, heating and cooling (HVAC), and pipe, valves and fittings products. Reece’s employment materials describe a customer-focused business supplying essential products and expert service across plumbing, HVAC, Bath+Kitchen, and waterworks, supporting customers in building stronger, safer, and more comfortable futures through reliable distribution operations.

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