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CRC Group · 1 day ago

Financial Systems Lead, FP&A

Charlotte, NC

Full-time

Hybrid

Senior Level

5+ years exp

CRC Group is seeking a Financial Systems Lead to serve as the enterprise administrator and product owner for Workday Adaptive Planning. The role involves overseeing the design, governance, and optimization of financial planning systems to enhance budgeting, forecasting, and reporting processes.

Financial ServicesReal Estate

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

Support audits by ensuring system documentation, data integrity, and compliance with audit requirements. Provide timely responses to audit inquiries and facilitate access to necessary financial system records

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

Workday Adaptive PlanningFinancial modelingData integrationERP systemsReporting optimizationMicrosoft Excel/VBAAnalytical skillsCommunication skillsTeamwork