AccruePartners ยท 2 days ago
Financial Systems Lead
Charlotte, NC
Full-time
Hybrid
Senior Level
5+ years expAccruePartners is a newly created team within a $3.5B sales entity, previously part of a 100-year-old financial services giant. They are seeking a Financial Systems Lead to serve as the primary system administrator for Workday Adaptive Planning, manage user access, and oversee integrations and reporting capabilities.
CRMHuman ResourcesInformation TechnologySoftware
Responsibilities
Serve as primary system administrator and product owner for Workday Adaptive Planning, including model structure, metadata, and security architecture
Manage user access roles, and permissions in compliance with internal controls and governance standards
Oversee integration and data flows between Adaptive Planning and source systems (e.g. Workday G/L, Workday HCM)
Maintain and enhance the planning environment to support evolving business requirements
Partner with FP&A leadership to continuously refine planning models, assumptions, and hierarchies
Design, build, and maintain financial models for forecasting, scenario planning, and long-range planning
Ensure alignment between planning model architecture and chart of accounts, cost centers, and reporting dimensions
Develop and enhance reporting capabilities using Adaptive Planning and complementary BI tools
Drive automation of recurring processes (data uploads, consolidations, report distributions)
Implement best practices for version control, data validation, and audit documentation
Create and maintain documentation for processes, data definitions, and model changes
Develop and deliver user training programs to promote adoption and consistent usage
Act as the point of contact for troubleshooting, issue resolution, and enhancement requests
Collaborate with Finance and IT to maximize the value of selected FP&A systems, drive integration, and support ongoing enhancements in line of business objectives
Evaluate new features and system updates from Workday Adaptive Planning and recommend adoption where beneficial
Identify opportunities to streamline and standardize processes across business units
Serve as thought partner to Finance leadership on digital transformation initiatives within FP&A
Qualification
Required
Bachelor's degree in Accounting, Finance, Information Systems, or related discipline is required
5-8 years+ in financial systems administration, FP&A, or related role
Strong working knowledge of ERP and planning systems (e.g. Workday Adaptive Planning, Anaplan, Oracle, SAP)
Experience in system administration, data integration, and reporting optimization
Excellent communication skills and ability to translate business needs into system solutions
Ability to take direction and then work independently to complete tasks while considering broader implications or necessary additional analysis
Strong analytical and problem-solving skills
Ability to work well with others in a dynamic, team-oriented environment
Advanced Microsoft Excel/VBA proficiency; general proficiency in other Microsoft Office applications
Preferred
MBA or relevant professional certification (such as CPA, CMA, or CFA) is a plus
Benefits
Incentive Equity Program (IEP) aligning long-term awards to the value the company is creating for all employees.
Meritocracy culture that rewards the individual for hard work.
3-day hybrid schedule in Uptown Charlotte.
Company
AccruePartners
AccruePartners is a staffing and recruiting company providing workforce management solutions.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
JoAnn Siragusa
CFO
Amy Noland Pack
Principal Partner and Co - Founder
Company data provided by crunchbase