Financial Operational Data Analyst

SWBC; United States; On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Competitive compensation package

Work/Life balance

Education and certification support

401(k) retirement plans

Job summary

SWBC is seeking a Financial Operational Analyst to design and optimize business processes, leveraging SQL, Python, and Power BI to automate reporting within our Workday ecosystem.

You will collaborate with the accounting team to build integrations, develop new tools, and support ad-hoc projects while ensuring timely communication with stakeholders.

Qualifications

• Bachelor’s degree in business, accounting, finance, or CIS required.
• 0–3 years in accounting/financial reporting and analysis with process execution experience.
• Strong understanding of accounting processes and Workday ERP basics.
• Experience with SQL queries and data analysis for BI reporting.
• Ability to work with non-technical owners on technical solutions.

Responsibilities

• Plan and design business processes to improve activities and resolve issues.
• Build, deploy, and maintain integrations with Workday Financials and third-party apps.
• Develop for Microsoft Power Platform (Power BI, Power Apps, Power Automate).
• Lead project planning, milestones, and resource allocation to meet timelines.
• Assist in Workday updates and assess impact on integrations.
• Perform regression testing on integrations during Workday changes.
• Track operations reporting and analytics needs.
• Communicate updates and changes to accounting and external teams.

Skills

Analytical thinking

Communication

Problem solving

Presentation

Teamwork

Education

Bachelor’s Degree in Business, Accounting, Finance, Computer Information Systems, or related field

Tools

SQL

Python

Power BI

Workday integrations

SOAP/REST web services

Job description

SWBC is seeking a talented individual to plan and design business processes and make recommendations and changes in order to improve and support business activities. This individual utilizes systems and data to resolve business issues in the most effective and productive manner, maintains current systems and developments of new systems. This individual provides support and development to Microsoft Power Platform initiatives.

Why you'll love this role:

As a Financial Operational Analyst team member in our corporate accounting department at SWBC, you will be part of a collaborative team to help design and support business development processes, including building systems web services standards, utilizing your programming skills in SQL, Python and Power BI for development, testing and implementation to create automated reporting using code and ETL to absorb code projects in our Workday program.

• Prioritizes business and project requirements and makes appropriate decisions considering the relative costs and benefits of potential actions.
• Build, deploy, and maintain inbound and outbound integrations with Workday Financials and with third party applications.
• Provide support and develop for the Microsoft Power Platform (Power BI, Power Apps, Power Automate).
• Defines project purposes and outcomes, performs project planning to allocate and balance project resources, timelines, and scope, develops project maps and milestones, and leads project team in adhering to timelines.
• Assists in the design, review, testing, and implementation of Workday system updates and enhancements as they relate to integrations and assesses the impact of new enhancements on integrations.
• Performs regression testing on integrations during Workday enhancements.
• Tracks and performs business operations reporting and analytics needs.
• Ensures the accounting team and external team members are kept informed of business process changes, business issues, technical systems information, and the like by communicating and collaborating with team members on a regular basis.
• Defines and documents processes and future state process maps.
• Develops business cases for new tools and resources.
• Facilitates testing and quality assurance and facilitates end user training.
• Participates in ad-hoc projects and due diligence efforts.

Minimum Qualifications:

• Bachelor’s Degree in Business, Accounting, Finance, Computer Information Systems, or related field of study from an accredited four-year college or university required.
• Minimum of zero to three (0-3) years in accounting/financial reporting and analysis and related experience, which includes at least three (3) years in planning and executing accounting business processes, financial, operational or business analysis, or related experience required.
• Strong understanding of accounting-related processes and procedures relating to software development and implementation.
• Strong understanding of accounting systems and ancillary/support systems such as commissions tracking/reporting, expenses, and premium accounting.
• Working knowledge of gathering and analyzing business intelligence in order to make recommendations to improve company results.
• Able to build complex systems using web services standards (WSDL, SOAP and REST).
• Demonstrated ability to work closely with non-technical business owners on a technical solution.
• Strong Web Services development experience (SOAP and REST) with a deep understanding of XSLT, XPath and XML.
• General understanding of Enterprise Resource Planning (ERP) systems software such Workday.
• Working knowledge of SQL to query relational databases like Microsoft SQL Server.
• Advanced knowledge of Workday report writing, including vast understanding of all data sources and primary business objects required to support integrations. This includes expert knowledge and creation of advanced calculated fields.
• Excellent customer service skills to interact with various personnel in a positive, cooperative, and courteous manner.
• Exceptional communication, presentation, and interpersonal skills in order to effectively communicate with a wide range of personnel.
• Strong analytical and problem-solving skills.
• Excellent organizational and communication (both written and oral) skills.
• Proficient computer and keyboard skills which include MS Word and Excel and common accounting software application systems.
• Able to work independently, cross-functional, and in team environments.
• Able to work and promote inclusiveness in small groups.
• Able to lift 10-20 lbs. of accounting reports, files, and other documents.
• Able to sit for long periods of time gathering, updating, and validating accounting and records transactions.
• Able to stoop, kneel, and/or stand to retrieve files or other documents.

Benefits:

• Competitive overall compensation package
• Work/Life balance
• Employee engagement activities and recognition awards
• Years of Service awards
• Career enhancement and growth opportunities
• Leadership Academy and Mentor Program
• Continuing education and career certifications
• Variety of healthcare coverage options
• Traditional and Roth 401(k) retirement plans
• Lucrative Wellness Program (Based upon employee eligibility)

Additional Information:SWBC is a Substance-Free Workplace and requires pre-employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law.

SWBC is a diversified financial services company providing insurance, mortgage, and investment services to financial institutions, businesses, and individuals. Headquartered in San Antonio, Texas, SWBC employs 2,400 people nationwide.

Join Our Team Great People. Great Company. Great Place to Work.

We’re looking for the brightest and most creative to help introduce new solutions to new problems identified in the market and improve how our existing solutions can better help our users. SWBC is a big proponent of nurturing the entrepreneurial spirit through mentorship, continuing education, internal career growth opportunities and having a platform to make meaningful changes come to life.