Sr. IT Finance Transformation Analyst (Workday)

Advantage Technical; Oakbrook Terrace (IL); Hybrid; USD 103,000 - 125,000; Full time

Job summary

Advantage Technical is seeking a Senior Finance IT Transformation Analyst in Oakbrook Terrace, IL for a hybrid role. You will drive finance process improvements, system enablement, and reporting enhancements across Finance operations, working with Finance, IT, and stakeholders to deliver scalable solutions.

You will lead complex initiatives with limited direction, improve data quality and internal controls, and promote user adoption of finance systems while partnering with vendors and

Qualifications

• Bachelor's degree in Finance, Accounting, Information Systems, or a related field.
• 5+ years experience in finance transformation, operations, systems, or related Finance/IT roles.
• Experience leading cross-functional finance transformation initiatives, system implementations, or reporting improvements.
• Strong business analysis including requirements gathering, process mapping, documentation, and testing.
• Advanced Excel and experience with finance systems, reporting tools, workflows, data validation, and cross-system reporting.
• Ability to work independently, navigate ambiguity, manage priorities, influence stakeholders, and communicate with senior leaders.
• Strong analytical, organizational, problem-solving, and communication skills.

Responsibilities

• Lead finance process transformation across A/P, Procurement, A/R, Payroll, Accounting, FP&A, and reporting.
• Design current/future state sessions to identify inefficiencies, gaps, and automation opportunities.
• Partner with Finance leaders to improve efficiency, data integrity, and decision support.
• Ensure improvements align with internal controls, audits, and duties segregation.
• Lead discovery to gather requirements, translate into functional specs, and define acceptance criteria.
• Document decisions, issues, dependencies, and requirements for traceability.
• Coordinate UAT to ensure solutions meet business requirements and deliver reliable results.

Skills

IT Financial Systems Analyst

End-user testing

Training delivery

Executive communication

Education

Bachelor's degree

Tools

Workday Financials

Workday Adaptive Planning

Salesforce

Power BI

Ironclad

Job description

Sr. IT Finance Transformation Analyst

No Third Party solicitation or Work Sponsorship available.

Location: Oakbrook Terrace, IL (hybrid-2 days a week)

Duration: Full Time/Permanent

Salary: up to $114K

Key Skills

• IT Financial Systems Analyst
• End User testing & Training
• Must be able to communicate with C-level executives
• Be able to create training on how tools are used

Description

Senior Finance IT Transformation Analyst

Position Summary

The Senior Finance IT Transformation Analyst drives finance process improvement, systems enablement, reporting enhancements, and cross-functional transformation initiatives across Finance operations. Acting as a key liaison between Finance, IT, business stakeholders, and external partners, this role translates business needs into scalable process, data, reporting, and technology solutions.

The position leads complex initiatives with limited direction, improves operational efficiency and data quality, strengthens internal controls, and drives user adoption to ensure finance systems and processes deliver measurable business value.

Key Responsibilities

Finance Process Transformation

• Assess, design, optimize, and standardize end-to-end finance processes across Accounts Payable, Procurement, Accounts Receivable, Payroll, Accounting, FP&A, and reporting.
• Facilitate current-state and future-state process design sessions to identify inefficiencies, control gaps, manual workarounds, reporting issues, and automation opportunities.
• Partner with Finance leaders and process owners to recommend improvements that enhance efficiency, scalability, data integrity, user experience, and decision support.
• Ensure process improvements align with internal controls, audit requirements, and segregation of duties.

Business Analysis and Solution Design

• Lead discovery sessions to gather, clarify, and prioritize business requirements across Finance, IT, business stakeholders, vendors, and implementation teams.
• Translate business needs into actionable requirements, functional specifications, process maps, user stories, acceptance criteria, business rules, and test scenarios.
• Document project decisions, issues, dependencies, and requirements to maintain traceability from solution design through implementation and post-go-live validation.
• Facilitate stakeholder alignment, challenge assumptions, and influence decisions without direct authority.

Finance Systems, Data and Reporting

• Serve as a primary Finance liaison and business subject matter expert for finance systems, reporting tools, workflows, integrations, data structures, and system enhancements.
• Lead or support system implementations, integrations, upgrades, production issue resolution, release testing, and reporting improvements across finance-related platforms.
• Partner with Finance leaders to define reporting requirements, dashboards, key performance indicators (KPIs), and recurring management reports.
• Validate data across systems, investigate reporting discrepancies, and recommend improvements to data quality, governance, reporting consistency, and transparency.
• Coordinate user acceptance testing (UAT) to ensure solutions meet business requirements and deliver accurate, reliable results.

Project Delivery and Vendor Coordination

• Lead or support cross-functional finance transformation projects, defining scope, timelines, milestones, dependencies, risks, issues, responsibilities, and success measures.
• Coordinate vendors, consultants, and implementation partners to manage deliverables, solution design decisions, testing, issue resolution, and deployment.
• Communicate project status, risks, recommendations, business cases, decisions, and outcomes to Finance leadership, IT partners, and senior stakeholders.
• Support post-implementation stabilization and ensure delivered solutions meet business objectives.

Change Management and User Adoption

• Develop and support change management plans, training materials, user guides, job aids, and stakeholder communications.
• Coordinate readiness activities, training, and post-go-live support to drive adoption of new systems, processes, and reporting tools.
• Gather user feedback and monitor process performance to identify opportunities for continuous improvement.

Controls, Compliance and Continuous Improvement

• Ensure finance processes and systems support appropriate approval workflows, role-based access, segregation of duties, audit evidence, and compliance requirements.
• Partner with Accounting, Internal Audit, Compliance, IT, and Finance leaders to identify operational risks, strengthen controls, and maintain audit readiness.
• Promote ongoing standardization, automation, data governance, and process improvement across Finance operations.

Required Qualifications

• Bachelor's degree in Finance, Accounting, Information Systems, or a related field.
• 5+ years of progressive experience in finance transformation, finance operations, finance systems, business analysis, financial analysis, project delivery, or related Finance/IT roles.
• Demonstrated experience leading or supporting cross-functional finance transformation initiatives, process improvements, system implementations, integrations, upgrades, or reporting enhancements.
• Strong business analysis skills, including requirements gathering, process mapping, documentation, stakeholder facilitation, testing, and solution design.
• Advanced Excel proficiency and experience with finance systems, reporting tools, workflows, data validation, and cross-system reporting.
• Ability to work independently, navigate ambiguity, manage competing priorities, influence stakeholders, and communicate effectively with senior leaders.
• Strong analytical, organizational, problem-solving, and communication skills, with the ability to balance strategic thinking and hands-on execution.

Preferred Qualifications

• Experience with Workday Financials, Workday Adaptive Planning, Salesforce, Ironclad, Power BI, project accounting, contract lifecycle management tools, or other integrated finance and business platforms.
• Experience in healthcare, accreditation, nonprofit, professional services, regulated environments, or organizations with complex revenue streams and multi-system finance operations.
• Knowledge of internal controls, audit readiness, approval workflows, role-based access, data governance, and finance reporting standards.
• Experience developing training materials, user guides, job aids, change communications, dashboards, KPIs, and recurring finance reports.
• Project management or Agile certifications, such as PMP, Scrum, or SAFe.

Ideal Candidate Profile

The ideal candidate combines experience in Finance, business analysis, systems, data, reporting, and project execution. This individual can bridge Finance and IT, translate complex business needs into practical solutions, and drive improvements through technology, process standardization, and disciplined project delivery.

Strong candidates will demonstrate experience gathering requirements, improving finance processes, coordinating system implementations, leading testing, validating cross-system data, enhancing reporting, strengthening controls, managing vendor relationships, and driving user adoption. They are intellectually curious, highly organized, detail-oriented, collaborative, and effective at communicating with both technical and non-technical audiences.

Success Measures

• Improved efficiency, automation, standardization, and scalability across Finance operations.
• Successful delivery, adoption, and stabilization of finance technology, reporting, and transformation initiatives.
• Improved data quality, reporting accuracy, dashboard capabilities, KPI visibility, and decision support.
• Stronger internal controls, audit readiness, and compliance.
• Increased stakeholder engagement and user satisfaction with finance processes and systems.

The base pay range listed reflects what we reasonably expect to offer for this role. Actual pay may vary based on location, experience, and performance. Depending on the position, benefits may include medical, dental, and vision coverage; retirement and savings plans; paid holidays and time off; supplemental insurance; and additional wellness or incentive programs and include anything reportable for federal tax purposes.

About Us

Advantage Technical connects top- talent in technology, engineering, and technical fields with forward-looking companies.

Advantage Technical is an equal opportunity employer. All applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status, or any other legally protected status. Advantage Technical offers reasonable accommodations for qualified individuals with disabilities; contact your local branch for inquiries. Advantage Technical is an E-Verify employer. See our Privacy Notice for Candidates and Employees/Contractors at https://smgroupna.com/privacy-notice-for-candidates-and-employees-contractors. By applying, you consent to receive AI-generated and non-AI-generated calls, texts, or emails from Staffmark Group, its affiliates, and partners. Frequency varies and message/data rates may apply. Reply STOP to cancel or HELP for help.