Financial Systems Lead, FP&A (Charlotte)

FINANCIAL SYSTEMS LEAD, FP&A

The Financial Systems Lead will serve as the enterprise administrator and product owner for Workday Adaptive Planning and adjacent FP&A data flows. This individual will lead the design, governance, and optimization of the planning system and tools to support CRC Group budgeting, forecasting, and reporting processes. This person will ensure data integrity, system scalability, and user adoption. The ideal candidate combines a strong financial systems acumen with hands-on technical expertise and strong understanding of FP&A processes, enabling more efficient, automated, and insightful financial planning and analysis across the enterprise.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job.

• System Ownership & Administration :
• Serve as primary system administrator and product owner for Workday Adaptive Planning, including model structure, metadata, and security architecture.
• Manage user access roles, and permissions in compliance with internal controls and governance standards.
• Oversee integration and data flows between Adaptive Planning and source systems (e.g. Workday G / L, Workday HCM).
• Maintain and enhance the planning environment to support evolving business requirements.
• Financial Modeling & Architecture :
• Partner with FP&A leadership to continuously refine planning models, assumptions, and hierarchies.
• Design, build, and maintain financial models for forecasting, scenario planning, and long-range planning.
• Ensure alignment between planning model architecture and chart of accounts, cost centers, and reporting dimensions.
• Automation & Reporting :
• Develop and enhance reporting capabilities using Adaptive Planning and complementary BI tools.
• Drive automation of recurring processes (data uploads, consolidations, report distributions).
• Implement best practices for version control, data validation, and audit documentation.
• Governance, Training & Adoption :
• Create and maintain documentation for processes, data definitions, and model changes.
• Develop and deliver user training programs to promote adoption and consistent usage.
• Act as the point of contact for troubleshooting, issue resolution, and enhancement requests.
• Collaborate with Finance and IT to maximize the value of selected FP&A systems, drive integration, and support ongoing enhancements in line of business objectives.
• Support audits by ensuring system documentation, data integrity, and compliance with audit requirements. Provide timely responses to audit inquiries and facilitate access to necessary financial system records.
• Continuous Improvement :
• Evaluate new features and system updates from Workday Adaptive Planning and recommend adoption where beneficial.
• Identify opportunities to streamline and standardize processes across business units.
• Serve as thought partner to Finance leadership on digital transformation initiatives within FP&A.

QUALIFICATIONS

Required Qualifications :

Location : This role is hybrid (3 days / week) in Uptown Charlotte, NC.