Financial Systems Analyst

Financial Systems Analyst

JPI is seeking a Financial Systems Analyst to join our Financial Systems team in Dallas, TX. In this role, you will support the maintenance, configuration, and ongoing evolution of JPI's financial systems, with a primary focus on Workday Financial Management. You'll also provide limited, Workday-focused support where it touches Adaptive Planning, Sage Intacct, and Procore. You will serve as a primary point of contact for day-to-day end-user support and application training, bringing both technical curiosity and a genuine commitment to service excellence.

Essential Functions & Responsibilities

End-User Support

• Serve as the first point of contact for JPI corporate and field staff requiring assistance with Workday Financial Management, and Workday's touchpoints with Adaptive Planning, Sage Intacct, and Procore.
• Manage and resolve support requests through the company's ticketing system, prioritizing based on business impact and escalating complex issues to the Sr. Financial Systems Analyst or Director as needed.
• Develop and deliver training materials and sessions for new and existing employees on Workday financial workflows.
• Foster a high-quality service experience through strong interpersonal skills and a dedication to end-user support.

Financial Systems Administration

• Configure and maintain Workday master data, including ledger accounts, legal entities, projects, and other financial work tags such as spend or revenue categories, cost centers, regions, locations.
• Apply critical thinking to diagnose and resolve Workday configuration and data issues, escalating to Workday support or the Financial Systems Director when appropriate.
• Monitor Workday application health and data integrity, flagging anomalies before they affect close or reporting.
• Support the connections between Workday and Adaptive Planning, Sage Intacct, and Procore (e.g., data flow, sync issues, reconciliation questions).
• Stay current on Workday's semi-annual release notes and research topics on the Workday Community, flagging changes that may affect existing configurations.
• Support testing and research of reported issues and new functionality within Workday financial modules.
• Assist with conducting data audits and implementing data quality measures to keep financial data elements (e.g., chart of accounts, vendor information, projects) accurate and up to date.
• Collaborate with internal teams (Accounting, Finance, Tax, and Internal Audit) to help ensure Workday is effectively aligned with business requirements.
• Maintain a change log and supporting documentation for Workday updates, configuration changes, and release-related adjustments.
• Partner with the Financial Systems Manager or Director on more complex or recurring reporting needs, learning advanced Workday reporting techniques over time.

Financial Systems Project Support

• Contribute to cross-functional projects involving Workday and its connected financial systems.
• Help document current-state processes and compare them to future-state designs under project lead direction.
• Support configuration changes tied to project requirements, working alongside the Financial Systems Manager and Director, on anything touching business process design, security, or controls.
• Report project progress in weekly project meetings.
• Update training and knowledge documentation to reflect project outcomes.

AI & Automation

• Use approved enterprise AI tools (e.g., Claude Cowork, Microsoft Copilot) to draft, summarize, analyze, and accelerate everyday work.
• Apply sound judgment to review AI-generated outputs for accuracy, tone, and appropriateness before using or sharing them.
• Follow company data handling, confidentiality, and acceptable-use policies when working with AI tools and sensitive information.
• Demonstrate curiosity and willingness to adopt new tools; actively participate in AI training, office hours, and adoption campaigns.
• Use AI assistants to reduce manual effort on routine tasks (email drafting, meeting notes, document summarization, basic research).

Non-Essential Functions & Responsibilities

• Other duties as assigned.

Education, Work Experience, & Physical Requirements

• Bachelor's degree required, preferably in Finance, Accounting, Information Systems, or a related field.
• 1–3 years of experience in a business, financial, or IT support setting; prior exposure to Workday (as an end user or in a support role) strongly preferred.
• Foundational understanding of financial processes (e.g., general ledger, month-end activities) is a plus.
• Strong interpersonal and written/verbal communication skills; comfortable explaining system issues to non-technical stakeholders.
• Proficiency with business software and a demonstrated ability to quickly learn and adapt to new applications.
• Detail-oriented, with strong critical thinking and troubleshooting skills.
• Willingness to pursue Workday training and certifications (e.g., Workday Pro Financials) as part of ongoing development in this role.