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About the role

Our organization is seeking a Senior Business Analyst to join the Product Office in a permanent, business-critical capacity. Reporting directly to the VP & Chief Product Officer, you will play a pivotal leadership role in delivering complex, enterprise-scale finance transformation initiatives.

This role manages end-to-end business analysis, operating model design, organizational change, and enablement activities for ERP initiatives—specifically focusing on the implementation and continuous optimization of the Workday Finance platform. Operating at both a strategic and tactical level, you will partner closely with Finance leadership, platform managers, vendors, and broader stakeholders to translate business strategy into actionable requirements and measurable outcomes.

Key Responsibilities Business Analysis & Requirements Management Lead business analysis activities for complex, cross-functional finance initiatives to ensure alignment with digital modernization goals. Define and document current-state, future-state, and transitional-state processes, capabilities, and systems while identifying gaps, risks, and optimization opportunities. Translate strategic objectives into business capability models, value streams, and prioritized requirements. Elicit, analyze, validate, and manage business, functional, non-functional, and reporting requirements across the finance domain. Apply structured BA techniques (e.g., process modeling, use cases, user stories, data mapping) to ensure full traceability and clarity. Support end-user testing and defect triage by validating requirement coverage.

Finance & ERP Domain Expertise Serve as a subject matter expert for finance transformation, spanning financial operations, planning, budgeting, reporting, controls, and compliance. Lead analyses related to financial data flows and downstream reporting impacts. Identify opportunities for standardization, automation, and control improvements leveraging Workday best practices. Ensure alignment between finance processes and risk management, internal controls, and audit requirements.

Change Management & Adoption Enablement Lead and contribute to organizational change management (OCM) strategies and delivery in collaboration with communications partners. Develop and maintain change impact assessments across organizational roles, processes, skills, and systems. Define and execute stakeholder engagement and adoption strategies to support successful transitions. Design and oversee training strategies, curricula, job aids, and demonstrations tailored to both end users and power users.

Stakeholder & Vendor Management Facilitate workshops, working sessions, and executive briefings with diverse stakeholder groups, including senior finance leaders. Act as a trusted advisor and liaison between business units, platform teams, and external vendors/system integrators. Review and challenge vendor deliverables to ensure alignment with business needs and quality standards. Support governance forums by preparing analysis, insights, and decision materials.

Governance & Continuous Improvement Ensure all business analysis activities comply with enterprise governance frameworks and documentation practices. Identify, assess, and escalate risks related to business readiness, process integrity, and solution fit. Contribute to the evolution of BA practices and templates, mentoring junior analysts as required.

Core Capabilities Advanced enterprise and strategic business analysis. Deep financial systems and ERP domain expertise. Strong data analysis skills regarding reporting impacts and information flows. Exceptional written, visual, and verbal communication, with an ability to bring clarity to complex, ambiguous environments. Proven stakeholder facilitation skills at both operational and executive levels.

Required:

Experience: Minimum 5+ years of progressive experience in finance-related roles and/or enterprise business analysis. ERP Experience: Proven experience implementing and configuring Workday Financial Management. Project Delivery: Demonstrated experience delivering large-scale ERP or finance transformation initiatives. Methodologies: Strong background in business analysis methodologies across both Agile and Waterfall delivery models.

Tools: Advanced proficiency in process modeling and presentation tools (e.g., Visio, PowerPoint).

Preferred Assets: Experience working within financial services or highly regulated environments. Prior consulting experience with a professional services firm. Relevant professional certifications (e.g., CBAP, PMP, Agile, Prosci).

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