Fiscal Analyst 5 / Project Term Limited

State of Washington; Tacoma (WA); Hybrid; USD 65,000 - 90,000; Full time

Job summary

The Washington State Historical Society is seeking a Fiscal Analyst 5 to lead the financial systems transition from AFRS to Workday as part of the OneWA initiative. You will coordinate with finance, IT, and external contractors to ensure accurate mapping, testing, and adoption of Workday processes.

You will provide expert GAAP guidance, ensure compliance with WAAM and agency policies, and develop training materials for staff to support a smooth go-live and ongoing financial operations.

Qualifications

• Nine (9) years of combined experience and/or education in finance, accounting, budgeting, or related fields.
• Experience leading financial system transitions and cross-team collaboration.
• Strong knowledge of GAAP, federal/state regulations, and agency policies.

Responsibilities

• Lead the development, coordination, and oversight of training, procedures, and documentation for the Workday financial system transition.
• Serve as the finance SME and liaison between stakeholders, OFM, IT, and external contractors.
• Interpret, analyze, and validate financial processes and data for GAAP compliance and WAAM standards.
• Lead system testing, data conversion, and post-implementation support for Workday modules.
• Develop new procedures and manuals reflecting Workday functionality and updated workflows.
• Design and deliver Workday training for staff and coordinate go-live readiness.

Skills

GAAP knowledge

Stakeholder liaison

Project leadership

Analytical thinking

Communication skills

Policy interpretation

Education

Public administration or accounting degree

Tools

Workday

AFRS/WAAM knowledge

Excel

Job description

Fiscal Analyst 5

Project Term - Limited
The duration of this Project Term Limited position

Hybrid Schedule: Monday - Friday 8:00AM to 5:00PM.

What you will be doing:

The Finance Lead Worker for the Washington State Historical Society (WSHS) OneWA Project serves as the WSHS principal subject matter expert and liaison for the agency’s financial systems transition from the Agency Financial Reporting System (AFRS) to Workday as part of the statewide OneWA initiative. This position plays a vital leadership role in ensuring that the agency’s financial operations, data, and business processes are accurately mapped, transitioned, tested, and adopted within the new Workday environment.

Acting as the primary financial conduit between WSHS’s stakeholders (finance, IT, and business units), as well as representing the agency in collaboration with the OneWA Office of Financial Management (OFM) project team, and external development and implementation contractors, this position ensures a cohesive and accurate alignment of financial business requirements and system functionality. The incumbent provides expert-level financial analysis, interpretation, and guidance in accordance with Generally Accepted Accounting Principles (GAAP), federal and state regulations, and agency policies and procedures.

A little about us:

Founded in 1891 and now into its second century of service, the Washington State Historical Society is dedicated to collecting, preserving, and vividly presenting Washington's diverse and storied history. Our work illuminates the past, enlightens the present, and informs the future.

Our mission is to partner with our communities to explore how history connects us all.

Our vision is to be the recognized destination for Washington State history. We achieve this by serving as our state's primary history educator, making history relevant to our modern lives, and supporting civic dialogue where all are welcome.

The Society serves individuals and organizations statewide through publications, outreach programs, curriculum, free virtual public programs, and other online services. However, the majority of the Society's interactions with the public occur at the Washington State History Museum, located in Tacoma, Washington. The Museum traditionally serves more than 80,000 annually, including more than 15,000 K-12 school children visiting the museum on a field trip. We also welcome more than 10,000 visitors free of charge each year through a variety of access programs.

We are much more than a regional museum. We continually ask ourselves how we can better serve Washingtonians across our state. Our Heritage Capital Projects grant program distributes up to $10M per biennium to fund public heritage, history interpretation, and historic preservation projects across the state. Our popular public history magazine COLUMBIA is enjoyed by readers of all ages. And the Historical Society’s collections at our Research Center, along with a digital collections database, is a resource to scholars and researchers from across the nation.

The Washington State Historical Society is a dynamic place to work with a dedicated staff. We expand our impact by connecting with communities across the Evergreen State through exhibitions, heritage projects, workshops, public programs, publications, and conversations. Our goal is to bring history into focus in such a way that the participant cannot help but discover valuable insights from and feel deep connections with the people and events of the past.

We have an active commitment to inclusion, diversity, equity and accessibility and are looking for team members who have a passion for professionalism and serving the public, and a desire to contribute to a positive work culture.

Leads the development, coordination, and oversight of all agency-specific training, procedures, and documentation related to the implementation of the Workday financial system, ensuring WSHS accounting and budget staff are fully prepared for the transition under the OneWA initiative.

• Serve as the Budget and Accounting project expert for WSHS’s transition from the Agency Financial Reporting System (AFRS) to the Workday accounting system as part of the statewide OneWA initiative.
• Act as the Finance subject matter expert (SME) and primary liaison between WSHS, the OneWA Office of Financial Management (OFM) teams, internal business units, IT staff, and external contractors to ensure financial system requirements and agency business needs are accurately addressed.
• Interpret, analyze, and validate financial business processes and data in accordance with Generally Accepted Accounting Principles (GAAP), federal regulations, the Washington Administrative and Accounting Manual (WAAM), and internal policies to ensure compliance and accuracy during and after transition.
• Lead finance team efforts in system testing (unit, integration, and user acceptance), data conversion and validation, and post-implementation support for financial modules in Workday.
• Develop and implement new procedures, processes, and desk manuals for accounting and budget staff that reflect Workday functionality and updated workflows.
• Design and deliver WSHS-specific training on Workday financial functions workflows and facilitate all-staff training events prior to go-live.
• Provide timely, professional guidance and technical support to Accounting, Budget, IT and Program staff regarding Workday functionality, OneWA updates, and agency-specific impacts.
• Track and report on employee participation in OFM-mandated OneWA training to ensure WSHS meets statewide compliance requirements.

Lead and represent WSHS financial services in all OneWA Workday information-sharing and system remediation efforts, ensuring accurate, timely communication, coordination, and strategic alignment, with the Office of Financial Management (OFM) and internal stakeholders.

• Actively engages in all WSHS-specific and OFM OneWA Workday meetings, serving as a strategic participant and financial subject matter expert for the agency.
• Prepares, maintains, and distributes comprehensive meeting documentation, including key takeaways, action items, and decisions from OFM and WSHS Workday coordination meetings,
• Analyzes information presented at OFM OneWA meetings and advises agency leadership and staff on required actions, policy implications, and implementation strategies.
• Communicates key updates and decisions by posting concise, actionable summaries to the WSHS OneWA Teams channel and other internal communications platforms.
• Participates in all system remediation meetings, providing expert-level consultation on financial reporting, data structure, compliance requirements, and business process design to ensure successful alignment.
• Collaborates closely with WSHS IT staff, offering technical financial insight to support remediation of system interfaces and configurations impacted by the Workday transition.
• Serves as the primary Financial Services liaison to the OneWA Business Contractor, representing WSHS’s interests by attending working sessions, submitting documentation, and articulating agency-specific accounting processes and policy requirements.
• Develops and shares written manuals and guidance documents to ensure consistent understanding and application of statewide accounting policies within the WSHS context.

Leads the development, maintenance, and governance of the agency’s Foundation Data Model (FDM) within the Workday financial system, ensuring it accurately reflects WSHS’s budget structure, appropriation controls, and reporting needs.

• Serves as the agency’s primary point of contact and subject matter expert for creation, maintenance, and oversight of the Foundation Data Model (FDM) within Workday.
• Implements and monitors the FDM structure to ensure accurate alignment with WSHS’s financial operations, organizing and tracking revenues and expenditures for both high-end reporting and detailed analysis.
• Collaborates with the agency’s Budget Office to incorporate fiscal year appropriation updates, ensuring the FDM reflects approved budget structures, funding sources, and legislative intent.
• Analyzes and processes updates to FDM, submitted by the Budget Office, and ensures timely and accurate submission of changes to the Office of Financial Management (OFM) in accordance with established protocols.
• Provides expert-level consultation and guidance to budget and accounting staff on proper use of FDM elements for cost coding, ensuring consistency, accuracy, and compliance with GAAP, WAAM, and agency financial practices.
• Maintains documentation, procedures, and internal controls related to FDM management to support financial integrity and audit readiness.

Required Qualifications

Applicants must have a total of nine (9) years of combined experience and/or education:

Qualifying experience

• Leading project planning and objective setting
• Analyzing policies, laws, rules or regulations
• Business policy development
• Managing business operations
• Honor diversity, equity, inclusion, and accessibility, and commit to supporting a respectful, safe and supportive work environment.
• Developing work plans
• Providing technical advice and or training
• Conducting business analysis and developing requirements

Qualifying education

Qualifying education includes business administration, accounting, auditing, budgeting, public administration, law, or related fields. Qualifying education post high school or equivalent may be substituted year for year for experience.

Required Competencies

• Results Focus – Targets and achieves results, sets challenging goals, prioritizes tasks, overcomes obstacles, accepts accountability, sets standards and responsibilities, provides leadership
• Collaboration – Helps team and stakeholders meet goals and responsibilities, listens to others and values opinions, promotes a collaborative environment, is a trusted partner who communicates openly and honestly
• Excellent written and oral communication skills
• Demonstrated ability to provide excellent customer service and maintain confidentiality
• Demonstrated experience in process improvement and problem solving
• Demonstrated detail-oriented and analytical thinking
• Demonstrated creative, collaborative and trustworthy behavior
• Demonstrated ability to consistently follow applicable financial rules, regulations and standards
• Fiscal Accountability – Responsibly and accurately handle the public’s money when processing financial transactions

Understand your personal identity and cultural background and realize all lived experiences are not the same. Demonstrate willingness to consider and identify your own biases.

Preferred/Desired Qualifications

Experience

• Two (2) years' experience using Human Resource Management System (HRMS) and Business Intelligence (data warehouse)
• Two (2) years of experience with government accounting and Washington state financial systems (e.g. Agency Financial Reporting System (AFRS), Financial Toolbox, and Enterprise Reporting)
• Experience using State and federal policies and laws including the State Administrative and Accounting Manual (SAAM and new WAAM created for Workday
• Knowledge of accounting theories and practices, such as internal controls, separation of duties, and cash handling
• Intermediate skills level in Microsoft Office suite of products including OneDrive, Teams, SharePoint, Excel, Word, and Outlook

Special Requirements / Condition of Employment

• Must pass a background check