Workday Financial Reporting Analyst

William & Mary and the Virginia Institute of Marine Science; Virginia Beach (VA); On-site; USD 70,000 - 80,000; Full time

Job summary

William & Mary recently implemented Workday Financial Management and is building a modern, scalable reporting ecosystem for finance users across the university. The Workday Financial Reporting and Analytics Analyst serves as the finance organization’s primary “front door” for reporting requests and distribution.

This role creates and supports Workday financial reports (the first and preferred solution whenever possible), and integrates with the FinOps Analytics team to deliver complex,

Qualifications

• Working knowledge of financial statements and core accounting concepts (GL, journal activity, balances, reconciliations, close processes).
• Ability to translate stakeholder questions into clear reporting requirements and outputs on deadline.
• Experience with at least one BI tool (Power BI, Qlik, Tableau) and comfort with data sets and metrics.

Responsibilities

• Design, build, and maintain Workday financial reports and dashboards to support finance stakeholders.
• Own report distribution and lifecycle management including scheduling and documentation.
• Collaborate with finance and IT to translate business questions into standardized outputs.
• Support BI needs beyond Workday with multi-source analytics in Qlik/Power BI.
• Maintain documentation for report logic and data lineage.

Skills

Financial reporting

Stakeholder communication

BI tools

Data governance

Tools

Power BI

Qlik

Tableau

Job description

Job Requisition: JR101911 Workday Financial Reporting Analyst (Open)

Job Posting Title: Workday Financial Reporting Analyst

Department: CC01207 WM001 | WMUO | Financial Analytics

Job Family: Staff - Software Programming & Applications

Worker Sub-Type: Regular (benefited)

Job Requisition Primary Location: William & Mary

Primary Job Posting Location: Posting Location - William & Mary

Job Description Summary:

William & Mary recently implemented Workday Financial Management and is building a modern, scalable reporting ecosystem for finance users across the university. The Workday Financial Reporting and Analytics Analyst serves as the finance organization’s primary “front door” for reporting requests and distribution. This role creates and supports Workday financial reports (the first and preferred solution whenever possible), and integrates with the FinOps Analytics team to deliver complex, multi-source analytics in tools such as Qlik and Power BI. The Analyst also helps standardize report definitions, improve data literacy, and enable self-service reporting while maintaining appropriate security and governance.

What Success Looks Like:

Finance stakeholders have reliable, easy-to-find Workday reports for common needs (cash balances, reconciliations, income statements, budget to actual, etc.)
Report distribution is consistent and controlled: the right people receive the right information on the right cadence with appropriate access and auditability.
Complex reporting requests are triaged efficiently: delivered in Workday when feasible and escalated to enterprise BI when multi-source data or advanced modeling is required.
Report definitions and calculations are documented, versioned, and aligned to finance and IT standards.

Job Description:

Required Qualifications:

• Working knowledge of financial statements and core accounting concepts (GL, journal activity, balances, reconciliations, close processes).
• Demonstrated ability to translate stakeholder questions into clear reporting requirements and deliver usable outputs on deadline.
• Experience with at least one modern BI/data visualization tool (e.g., Power BI, Qlik, Tableau) and comfort working with data sets and metrics.
• Strong attention to detail and commitment to data accuracy, security, and documentation.

Preferred Qualifications:

• Experience developing reports in Workday (or another modern ERP reporting platform) with a focus on finance, accounting, or budget reporting.
• Workday Financial Management reporting experience in a higher education.
• Experience with Workday Prism Analytics and/or Workday Adaptive Planning (training can be provided).
• SQL proficiency and familiarity with data modeling and cloud computing concepts.
• Basic Python proficiency.
• Experience building or managing a report catalog, standards, and governance processes for self-service reporting.

Conditions of Employment:

• This position may require additional hours worked outside of normal business hours.
• Continuing E&G funded position and not term limited.

Job Duties:

40% - Workday Financial Reporting and Distribution:

• Design, build, and maintain Workday financial reports and dashboards (including prompts, calculated fields, and reusable filters) to support finance stakeholders.
• Own report distribution and lifecycle management: sharing, scheduling, run-time parameters, naming conventions, documentation, and retirement of outdated reports.
• Partner with functional finance leads and IT to translate business questions into standardized report outputs and definitions.

20% - Reporting Intake and Stakeholder Support:

• Serve as the primary intake point for finance reporting requests; clarify requirements, recommend the right delivery method, and set expectations on scope and timelines.
• Provide end-user support for finance reporting, including troubleshooting, enhancements, and light training on how to run and interpret standard reports.

20% - Business Intelligence and Multi-Source Analytics:

• When reporting needs extend beyond Workday (multiple systems, complex joins, or advanced visualizations), collaborate with FinOps Analytics and IT to deliver dashboards and semantic models in Qlik, Power BI, and other visualization tools.
• Contribute to requirements definition, validation, and user acceptance testing for BI deliverables, ensuring finance accuracy and usability.

15% - Data Quality, Reconciliation, and Governance:

• Validate key finance reports against reconciliation and source-of-record expectations; investigate variances and coordinate fixes with functional and technical partners.
• Maintain documentation for report logic, definitions, and data lineage, and support governance processes for consistent metrics and KPI definitions.

5% - Future Workday Capabilities:

• Support the adoption of Workday Prism Analytics and/or Workday Adaptive Planning as the university’s roadmap evolves; participate in training and help implement finance-focused use cases over time.

Hiring Range:

$70,000 - $80,000 commensurate with experience.

Additional Job Description:

Job Profile:

JP0043 - Information Technology Specialist II - Exempt - Salary - S12

Compensation Grade:

S12

Recruiting Start Date:

2026-07-09

Position Restrictions:

Continuing E&G funded position and not term-limited

EEO is the Law.Applicants can learn more about William & Mary's status as an equal opportunity employer by viewing the “Know Your Rights” poster published by the U.S. Equal Employment Opportunity Commission. https://www.eeoc.gov/know-your-rights-workplace-discrimination-illegal

Background Check:

William & Mary is committed to providing a safe campus community. W&M conducts background investigations for applicants being considered for employment. Background investigations include reference checks, a criminal history record check, and when appropriate, a financial (credit) report or driving history check.

Applicant Notice:

By applying for this position, you consent to William & Mary’s use, review, and retention of your application materials for recruitment and employment purposes. Materials may be shared with authorized individuals participating in the hiring process and will be managed in accordance with applicable laws and university policies.

Probationary Period Notice:

Individuals selected for full-time staff positions will be required to complete a twelve (12) month probationary period in accordance with university policy.

Remote Work Disclaimer:

Remote work eligibility is not guaranteed and is subject to approval. Employee eligibility depends on the likelihood of the employee succeeding in a remote work arrangement and the supervisor's ability to manage remote workers. Departments and/or Human Resources may amend, alter, change, delete, or modify eligibility.