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Datasite is where deals are made. We provide the data rooms and SaaS technology used in M&A and other high-value transactions, to deliver projects in more than 170 countries. Carrying that success into the future is all about you. Your useful skills, your unusual experience, your unique ideas. Everyone here brings something unexpected. What’s yours? Invest your talents in us, and we’ll return the compliment.

Job Description:

Datasite is looking for an experienced Financial Systems Analyst, Lead.  If you are a Finance expert and a technology enthusiast, this is very likely your dream job!  The analyst will be part of a team that offers global financial solutions, operational support, and opportunity to lead change throughout the company.  Support Workday Adaptive Planning new model build, daily system support, product feature requests and drive the adoption of system enhancements.  The analyst will work with Finance and other internal stakeholders to understand business requirements, configure, test, and implement Workday functionality to meet the Finance department’s technology needs.  The analyst will drive best practice financial modeling, analytics, dashboards, KPI’s and reports necessary to support the business.  Plan, implement and coordinate system upgrades, enhancements, integrations, and maintenance.  Use your financial expertise to support financial analysis and reporting requests.  Continually improve forecast models and end-user system experience.

About You

You have a Finance background, advanced technical skills and demonstrated ability to deliver Workday solutions that best meet business objectives.  You are a team player and a life-long learner.    You are comfortable owning business relationships, running meetings with project stakeholders.  You understand Datasite’s business, our system landscape, our functionalities, and structure of our metadata.  You understand dependencies, risks, and cross-functional system impacts.  You can lead change management, communication, and training to drive adoption and roll-out new functionality to system users.  You view the business as your customer and bring initiative, self-direction, and ability to meet deadlines while understanding when to escalate issues and risks.

Major Responsibilities

  • Create technical configuration including business process workflow, custom fields, custom validations, integration monitoring and access rights.  Review and analyze spreadsheet based financial models and re-engineer into Adaptive Planning, develop custom reports and dashboards.
  • Meet/exceed customer (internal and external) expectations through proactive communication and business partnership.
  • Review stakeholder input critically and play a role in designing and recommending the best solutions for Datasite’s overall objectives.
  • Demonstrate accountability for solutions delivered and overall work quality.  Understand technical systems infrastructure and company business processes and workflow.
  • Perform Workday administration including security maintenance, tenant configuration, master data management, data loads, issue monitoring / resolution and upgrades.
  • Own and monitor all integrations for Adaptive Planning and resolve integration issues.
  • Provide incident management.  Perform troubleshooting and resolve production issues timely.
  • Adhere to change management, maintain data integrity, and establish a well-controlled systems environment by defining, documenting, and enforcing system standards.
  • Participate in regular review of Adaptive Planning, Workday Financials and Workday HCM systems projects.  Work with stakeholders to prioritize work to align with company priorities. 
  • Leverage business knowledge and expertise to identify process or system improvements that drive the most value.
  • Develop and maintain necessary end user training procedures, guidelines, and standard operating policies (SOPs) and data/workflow diagrams.
  • Provide daily operational support, training and increase user engagement.
  • Continuously develop new technical knowledge and maintain proficiency and certification in Workday Adaptive Planning

Required Skills

  • Strong interpersonal skills, as well as excellent written and verbal communication skills
  • Genuine intellectual curiosity for solving business problems and challenges unique to the M&A market with elegant efficient solutions.
  • Ambitious work ethic, go-getter mindset and passion to drive results.
  • Resourceful, independent self-starter with an aptitude for learning new technologies.
  • Demonstrated ability to analyze complex data sets, identify key trends / drivers and communicate conclusions clearly and concisely.
  • Experience with custom integrations: document, design, build, test, and manage.
  • Well organized, detailed oriented and able to manage multiple projects simultaneously.
  • Strong problem-solving skills, technical aptitude, and business acumen.
  • Liaise with Workday Community and third-party Workday Support team to identify and implement best practices.
  • Adapt quickly to changing business and technology needs.


  • Bachelor’s Degree in Finance, Information Technology or related field
  • 2+ years’ experience implementing Adaptive Planning is preferred.
  • 7+ years Finance experience desired.  Financial planning experience including GAAP knowledge, internal controls, revenue recognition (ASC 606), driver-based financial forecast modeling (P&L, Balance Sheet and Cash Flow), financial reporting, web reporting, etc.
  • Global experience (currency, revaluation, translation, intercompany, etc.)
  • Workday Financials and HCM experience helpful but not required.
  • Demonstrated experience designing, building, and implementing strategies to enhance business performance and in application management (configuration, integration monitoring and security administration)
  • Experience scoping and executing QA and UAT test cycles.
  • Experience in process improvement, workflow, benchmarking and / or evaluation of business processes (Six Sigma certification, internal audit experience a plus)
  • Solid organizational skills, proven ability to prioritize and deliver quality results on time.

As a global organization, Datasite knows that diverse perspectives are essential to our success. We’re committed to maintaining a diverse workforce to serve our customers around the world. Datasite is an equal opportunity employer (EEO) and furthers the principles of EEO through Affirmative Action.