[Remote] Director, Finance Systems Strategy & Optimization

Note: The job is a remote job and is open to candidates in USA. The College Board is a mission-driven nonprofit focused on expanding educational and career opportunities. The Director, Finance Systems Strategy & Optimization leads the strategy, optimization, and execution of improvements across Workday Financials, Adaptive Planning, and Strategic Sourcing. This role manages system roadmaps, technical solutions, data dashboards, reporting, stakeholder collaboration, and AI-driven process innovation.

Responsibilities

• Translate functional needs into solutions, ensuring that our Workday Financials solutions meet business needs and are scalable, repeatable, automated, leverage AI and new and emerging technologies, etc
• Project manage the implementation of new features and enhancements, overseeing configuration, testing, deployment, and change management
• Engage and manage external consultants, as needed
• Manage the intake and prioritization of product/systems requests, working closely with stakeholders to ensure we prioritize the most impactful work
• Own business process enhancements of Workday Financials modules to support optimal user experience
• Develop and monitor key performance metrics to evaluate the effectiveness of Workday Financials solutions and identify areas for improvement
• Proactively analyze, identify, and correct technical problems and deficiencies
• Stay up to date with industry trends and best practices to ensure our Workday Financials and Adaptive instances are optimized
• Facilitate bi-annual Workday releases and liaise with our Workday account manager to understand their roadmap
• Work with Technology to support the integrative and administrative needs of Workday Financials and Adaptive
• Create and maintain detailed documentation and user guides on major system tasks, reports, custom BPs, etc
• Serve as the “go to” to develop reporting and data solutions within Workday Financials, Adaptive, and Strategic Sourcing (and in supplemental tools—i.e., Tableau or PowerBI—as needed)
• Design and implement comprehensive dashboard solutions within Workday Financials to provide actionable insights and support decision-making for Procurement, Accounting, and Investments
• Develop and maintain the finance product roadmaps in collaboration with functional Finance leadership, related SMEs, and Technology to optimize system use
• Provide status reports and updates to Leadership, as needed

Skills

• At least five to eight years working in finance operations, with at least three years specifically in Workday Financials
• A Bachelor's degree required in a related field required, Workday Financials and/or Adaptive
• Proficiency in Financial Accounting, Procurement, and Expense modules within Workday Financials, as well as with Adaptive Financial Planning and Strategic Sourcing; and you are eager and able to learn continuously and grow in your Workday skills
• Ability to pivot quickly, adapt to evolving requirements, and work in an Agile-adjacent environment
• Proficiency in Workday Worksheets and Discovery Boards; and, preferably, experience with Workday Prism and working knowledge of Tableau and/or PowerBI
• Exceptional attention to detail and strong organizational skills, with the ability to manage a wide range of tasks effectively and see them through to the end
• Enthusiasm for data, passionate about harnessing the power of large data sets to inform business decisions and capable of moving quickly to transform data
• Ability to collaborate and work cross-functionally with different areas of an organization, and bring a team-first mentality and “no job is too small” perspective
• Confidence in working on both sides of the system - with our users and our engineers - and feel comfortable translating practical needs to technical solutions
• Great verbal and written communication skills
• Excited about supporting educational opportunities for millions of students
• The ability to travel 2-3 times a year to College Board offices or on behalf of College Board business
• Authorization to work for any employer in the United States
• A passion for expanding educational and career opportunities and mission-driven work
• Curiosity and enthusiasm for emerging technologies, with a willingness to experiment with and adopt new AI-driven solutions and comfort with learning and applying new digital tools independently and proactively
• Clear and concise communication skills, written and verbal
• A learner's mindset and a commitment to growth: welcoming diverse perspectives, giving and receiving timely, respectful feedback, and continuously improving through iterative learning and user input
• A drive for impact and excellence: solving complex problems, making data-informed decisions, prioritizing what matters most, and continuously improving through learning, user input, and external benchmarking
• A collaborative and empathetic approach: working across differences, fostering trust, and contributing to a culture of shared success
• Authorization to work in the United States
• Experience with Jira and Confluence preferred
• Planning certification is a plus

Benefits

• This is a remote role.
• Candidates who live near CB offices have the option of being fully remote or hybrid (Tuesday and Wednesday in office).

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