Analyst II, Workday ERP

Overview

At Wipfli, people count.

At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.

We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.

People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

Requisition Number: 2026-8516

Job Summary

Under the direction of the Manager, ERP, the Analyst II gathers information and data, analyzes and documents business and technical requirements, identifies and implements business process improvements, technology solutions, reports. Assists in the preparation and finalization of business case documents, and participates in projects in accordance with firm policies and procedures.

Responsibilities

Essential Responsibilities:

• Collaborates with Product Owners, IT and vendors to gather, document, and validate business and technical requirements.
• Creating and maintaining both standard and custom financial reports and dashboards using Workday's reporting tools (e.g., Report Writer, Composite Reports, Matrix Reports, Worksheets, Workday Prism).
• Working with finance, accounting, and operational teams to understand needs and translating into functional and technical specifications.
• Ensuring the accuracy and reliability of Operational & Financial data within Workday reports.
• Partnering with Product Owners to design & recommend optimized system & process solutions
• Occasionally prepare business case documents by participating in stakeholder and vendor meetings to understand system direction and potential impact of system changes to the firm.
• Plays a key role in vendor relationship by participating and influencing recommended solutions.
• Manages the efficient and timely implementation of process and/or technology changes and upgrades that meet business and technology requirements.
• Key project team member ensuring the on-time delivery of assigned tasks & responsibilities.
• In partnership with ERP team members supporting the system and infrastructure life cycle, to include monitoring, applying upgrades, continuous improvements, end of life, etc.

Knowledge, Skills and Abilities

Required Qualifications:

• Bachelor’s Degree in IT or an IT related major, business, finance or accounting, or an equivalent combination of education and job-related experience
• Three (3)+ years of job-related experience
• Proficiency in Workday Report Writer, Advanced Reports, Matrix Report, Composite Reports, Dashboards, and Worksheets.
• Workday Business process or system design/implementation

Preferred Qualifications:

• System life cycle management
• Experience with a shared Workday HCM environment
• Workday certifications or additional experience supporting other Workday Products outside of a reporting & analytics role will distinguish you as a standout candidate
• Proven experience with Data visualization tools; ideally PowerBI (Qlik, Tableau, etc.)

Alaina Lister, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!

#LI-AL1 #LI-Remote

Additional Details

As required by the Transparency in Coverage Rule, Wipfli is providing access to machine-readable files that disclose certain pricing arrangements with healthcare providers under Wipfli’s AmeriBen and Kaiser medical plans.

If you believe you have been wrongly billed, you may contact U.S. Department of Health and Human Services beginning January 1, 2022 at 1-800-985-3059. Visit https://www.cms.gov/nosurprises for more information about your rights under federal law. For AmeriBen specific resources, please visit: AmeriBen Surprise Billing Notice.