Workday Reports and Dashboard Lead (Remote Opportunity)

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 75,000 households from our over 100 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

Our Corporate office is looking for a Workday Reports and Dashboard Lead to work closely with the Workday Team Lead, Workday Functional Leads and business partners to gain in-depth understanding of stakeholder’s business strategy, processes, services, roadmaps, and the details in which the business is working, in order to create accurate and meaningful reports/dashboards that enable smart decision-making, business acumen and executive level reporting.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $91,400.00- $111,400.00, exclusive of bonuses and benefits. This role is also eligible for an annual corporate bonus. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Develop and Maintain Workday Reports and Dashboards

• Develop and maintain simple to complex Workday reports, including matrix and composite reports, utilizing Workday Report Writer and Report Designer

• Deliver meaningful metrics, trends and analytical insights via Workday reporting and dashboards

• Analyze, design and build new custom reports using standard Workday reporting functionality (ex: Report Writer, Calculated Fields)

• Ensure custom reports function as designed based on business requirements

• Establish report scheduling with cadence driven by business needs

• Provide support for existing custom reports in Workday

• Ability to document the report function and design to facilitate maintenance

• Participate in report reviews, including understanding and ensuring security and data privacy standards

• Provide analysis of impacts to reporting based on new releases or updates to system functionality and recommend/apply changes

Translate Workday Reports/Dashboards into Business Partner and Leadership Presentations

• Interpret trends and analyze data to inform Business Partners and Leadership Teams on "stories" that inform strategic decision-making

• Partner with other Analytics roles in Finance, Compensation and Growth to ensure clear, consistent data reporting across multiple business areas and systems

Special Projects as needed

• May include supporting system integrations into Workday to identify and achieve single source of truth metrics

• Support annual audit requests as needed

Education/Qualifications

• Bachelor’s Degree or equivalent experience in reports management

• Workday experience or training required; 2+ years preferred

• 2+ years of experience with HR/Finance applications and report development tools such as Business Objects, Crystal, and Workday Report Writer

• HR/Finance functional experience preferred

• Proficiency in Workday HCM report writing (advanced Workday Report Writer and Calculated Fields)

• Analytical, mathematical and problem-solving skills

• Ability to understand the business requirements, user needs and translate them into operational requirements

• Ability to collect, organize, analyze and disseminate significant amounts of information with attention to detail and accuracy

• Proven ability to perform with a high degree of accuracy and with highly confidential data

• Working knowledge of HR/Finance information systems, including experience in designing, building and testing reports in various HR/Finance applications

• Ability to prioritize workload and execute tasks independently, providing timely follow-up and resolution

• Strong problem solving, troubleshooting and analytical skills

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Thus, the entire salary range for those who are classified as a individual contributor is $81,100.00 to 125,300.00.

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to employees and their families)

• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

• Life and AD&D insurance – employer paid and voluntary options

• Short-term and long-term disability, workers compensation – employer paid

• 401k with match and profit sharing

• Wellness programs and resources

• Voluntary benefits, including pet insurance

• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

• 12 paid holidays each year (10 pre-determined and 2 floating days)

• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.