Finance Transformation Analyst: Workday & AI Forecasting

Unity; New York (NY); On-site; USD 78,000 - 117,000; Full time

Benefits offered by this job

Health insurance

Life insurance

Disability insurance

Commute subsidy

Employee stock ownership

Retirement plans

Vacation and personal days

Parental leave support

Office snacks

Mental health programs

Employee resource groups

Volunteer program

Job summary

Unity is seeking a Finance Transformation Analyst to help configure Workday Adaptive Planning and optimize monthly reporting and forecasting. You will partner with Finance to gather requirements, apply AI-driven efficiencies, and ensure data reliability across systems.

You will collaborate with FP&A to implement predictive forecasting, review biannual releases, and maintain thorough documentation while supporting the month-end close process.

Qualifications

• Hands-on Workday Financials configuration and support experience in a business or functional analyst capacity.
• A technical foundation in relational database modeling and how data moves between systems.
• Familiar with AI tools such as Claude, ChatGPT, or Gemini and applying them to financial analysis and data preparation.
• Effective written and verbal communication, including explaining technical solutions to non-technical audiences.
• Understanding of core finance and accounting concepts: GAAP, month-end close, AP/AR workflows, and expense management.

Responsibilities

• Maintain, configure, and continuously improve Workday Adaptive Planning, including its integrations with Workday Financials.
• Partner with Finance key decision makers to gather requirements and deliver configuration solutions, using AI tools to automate reconciliation and reduce manual work.
• Work with FP&A to apply predictive forecaster tools in Adaptive Planning, shifting forecasting from historical trends to predictive modeling.
• Review Workday's biannual Adaptive Planning releases, assess the impact to our models, and roll out the updates worth having.
• Solve data flow issues alongside finance partners and keep our reporting reliable through month-end close.
• Maintain clear system documentation — configuration guides, business process flows, and training materials.
• Manage support tickets and project work through a defined intake and prioritization process, communicating status proactively.

Skills

Workday Adaptive Planning

Workday Financials

AI tools

Data modeling

Financial analysis

Communication skills

Forecasting

Tools

Workday Adaptive Planning

ERP platforms

Job description

Unity is seeking a Finance Transformation Analyst to help configure Workday Adaptive Planning and optimize monthly reporting and forecasting. You will partner with Finance to gather requirements, apply AI-driven efficiencies, and ensure data reliability across systems.

You will collaborate with FP&A to implement predictive forecasting, review biannual releases, and maintain thorough documentation while supporting the month-end close process.