Workday Financials & Adaptive Planning

Why Catalina? Catalina Marketing Costa Rica is part of the Catalina Group which is headquartered in the United States. The Catalina Group delivers omni-channel solutions to its customers with a long-standing history of rich data assets, but the company also recognizes its greatest asset is its people. The company’s guiding principles set the stage for winning in the markets we serve, and our potential is powerful. When you join the Catalina team, you will be part of an inclusive environment that embraces flexibility, community involvement, work-life balance as well as opportunities to grow professionally.

The Opportunity

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. 

• 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. 

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

• 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

• 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.

• 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

The intent of this job description is to describe the major duties and responsibilities performed by incumbents of this job. Incumbents may be required to perform other job-related tasks other than those specifically included in this description.

All duties and responsibilities are essential job functions and requirements and are subjected to possible modification to reasonably accommodate individuals with disabilities.

This position may be performed as a hybrid position.           

About Catalina

Catalina is a leader in shopper intelligence and precisely targeted in-store, TV and digital media that personalizes the shopper journey. Powered by an unrivaled real-time shopper database and AI-optimized data science, Catalina helps retailers, CPG brands and agencies optimize every stage of media planning, execution and measurement to deliver more than $6 billion in consumer value annually. Catalina has no higher priority than ensuring the privacy and security of the data entrusted to the company and maintaining consumer trust. Catalina has operations in the United States, Costa Rica and Europe. To learn more, visit www.catalina.com or follow us on LinkedIn.

Catalina is committed to investing in, empowering, and retaining an inclusive community within our company. We are dedicated to hiring the best and brightest from all backgrounds, experiences, and perspectives. We believe that true innovation happens when everyone has a seat at the table and a voice to be heard. Our goal is to ensure that all our talented professionals are equipped with support, resources, and the opportunity to excel.

Catalina values your privacy and is committed to protecting your personal information. Please review our privacy policy which provides details on how we process the data you provided for job applications.

We are committed to providing equal employment opportunities to all individuals and maintaining a safe, drug-free workplace in compliance with Costa Rican labor laws.

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