Financial Operational Data Analyst

Support SWBC’s corporate accounting and business development processes by automating financial operations with integrations, reporting, and analytics.

Responsibilities

• Prioritize business and project requirements and make decisions based on relative cost-benefit considerations.
• Build, deploy, and maintain inbound and outbound integrations with Workday Financials and third-party applications.
• Support and develop solutions on the Microsoft Power Platform including Power BI, Power Apps, and Power Automate.
• Define project purposes and outcomes; plan projects to balance resources, timelines, and scope; develop project maps and milestones; lead project teams to meet deadlines.
• Assist with design, review, testing, and implementation of Workday system updates and enhancements related to integrations, including assessing integration impact.
• Perform regression testing on integrations during Workday enhancements.
• Track and address business operations reporting and analytics needs.
• Communicate regularly with the accounting team and external stakeholders to keep them informed of business process changes, issues, and technical system information.
• Define and document processes and future-state process maps.
• Develop business cases for new tools and resources.
• Facilitate testing and quality assurance and support end user training.
• Participate in ad-hoc projects and due diligence efforts.

Requirements

• Bachelor’s Degree in Business, Accounting, Finance, Computer Information Systems, or related field from an accredited four-year college or university (required).
• 0 to 3 years in accounting/financial reporting and analysis or related experience; includes at least 3 years planning and executing accounting business processes and financial, operational, or business analysis (as applicable to the stated requirement).
• Strong understanding of accounting-related processes and procedures as they relate to software development and implementation.
• Strong understanding of accounting systems and supporting systems such as commissions tracking/reporting, expenses, and premium accounting.
• Working knowledge of gathering and analyzing business intelligence to recommend improvements to company results.
• Ability to build complex systems using web services standards including WSDL, SOAP, and REST.
• Demonstrated ability to collaborate closely with non-technical business owners on technical solutions.
• Strong web services development experience using SOAP and REST, with deep knowledge of XSLT, XPath, and XML.
• General understanding of Enterprise Resource Planning systems software such as Workday.
• Working knowledge of SQL for querying relational databases such as Microsoft SQL Server.
• Advanced knowledge of Workday report writing, including broad understanding of required data sources and primary business objects for integrations, plus expert knowledge and creation of advanced calculated fields.
• Excellent customer service skills and ability to interact with diverse personnel in a positive, cooperative, courteous manner.
• Exceptional communication, presentation, and interpersonal skills across a wide range of stakeholders.
• Strong analytical and problem-solving skills.
• Excellent organizational skills and strong written and oral communication.
• Proficient computer and keyboard skills, including MS Word and Excel, and common accounting software application systems.
• Ability to work independently, cross-functionally, and in team environments.
• Ability to work and promote inclusiveness in small groups.
• Ability to lift 10-20 lbs. of accounting reports, files, and documents.
• Ability to sit for long periods while gathering, updating, and validating accounting and records transactions.
• Ability to stoop, kneel, and/or stand to retrieve files or documents.

Technologies

• SQL, Python
• Power BI, Microsoft Power Platform
• Power Apps, Power Automate
• Workday, Workday Financials
• Workday report writing
• WSDL, SOAP, REST
• XSLT, XPath, XML, ETL
• Microsoft SQL Server
• MS Word, Excel

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

Additional Information

• SWBC is a Substance-Free Workplace and requires pre-employment drug testing.
• SWBC does not hire tobacco users as allowed by law.
• Benefits are based upon employee eligibility.

Location: San Antonio, TX (onsite)

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