Financial Performance & Systems Analyst

My client, a leading professional services business, are looking to recruit a systems savvy Financial Analyst to join their head office in Liverpool City Centre.

The Financial Performance and Systems Analyst will play a pivotal role in enhancing the finance function, by maintaining and optimising financial planning systems, supporting the delivery of high-quality, insightful reporting, and ensuring robust data integrity.

This position offers you the opportunity to bridge finance, data, and technology, working closely with knowledgeable colleagues who value openness, accountability, and teamwork.

You will be empowered to drive meaningful improvements in processes and outputs, leveraging a modern finance tech stack including Workday Adaptive Planning, Snowflake, and Power BI.

If you are passionate about transparent financial information and enjoy collaborating across teams to deliver trusted insights that support decision-making, this is an exceptional opportunity to make a tangible impact while developing your skills in a supportive environment.

What you'll do:

• Act as a primary user and administrator for Workday Adaptive Planning by maintaining models, hierarchies, and data structures to ensure optimal system performance.
• Support seamless data integration between Workday ERP, Snowflake, and various reporting tools to guarantee reliable data flows across platforms.
• Take responsibility for identifying and resolving system issues proactively while supporting upgrades, enhancements, and continuous improvement initiatives.
• Collaborate effectively with IT teams, data specialists, and external vendors to maintain robust system operations and address technical challenges.
• Drive improvements in reporting and planning processes through automation initiatives that reduce manual work and enhance efficiency.
• Ensure strong data governance by implementing controls and reconciliation procedures across all sources to uphold accuracy and transparency.
• Promote smarter system design by integrating financial data across FP&A and Financial Control functions for improved usability of outputs.
• Partner closely with finance business partners and wider stakeholders to understand their needs and translate requirements into effective reporting solutions.
• Provide comprehensive training and support to users of Adaptive Planning, Power BI, and other reporting tools to foster knowledge sharing within the team.
• Develop clear dashboards and reports using Power BI while analysing financial performance trends to provide actionable insights for budgeting, forecasting, and long-range planning.

What you bring:

• Demonstrated experience in financial reporting or FP&A roles or management accounting positions where you have delivered high-quality outputs.
• Proven expertise with Workday Adaptive Planning or similar financial planning systems including model maintenance and administration responsibilities.
• Hands-on experience working with Workday ERP data structures which enables you to manage integrations confidently.
• Advanced Excel skills encompassing complex formulas, modelling techniques, and large-scale data manipulation for accurate analysis.
• Practical experience building interactive reports or dashboards using Power BI that translate raw data into actionable insights for stakeholders.
• Familiarity with Snowflake or comparable cloud-based data platforms for integrated reporting solutions.
• Exceptional analytical skills paired with meticulous attention to detail ensuring all outputs are accurate and trustworthy.
• Ability to take ownership of assigned tasks while delivering results that meet agreed timelines without compromising quality standards.
• Excellent communication skills allowing you to present information openly so it is easily understood by both technical experts and non-specialists alike.
• Knowledge of SQL or other data querying tools; experience with system integrations or finance transformation projects;
• Professional accounting qualification (CIMA/ACCA/ACA)

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates