Job Description
Founded in 1937, Waddell & Reed is one of the most enduring financial services firms in the U.S. providing proven, professional investment management and financial planning services to individuals and institutional investors. From our dedicated Home Office team of over 1,100 employees in Overland Park, Kansas, to our nationwide family of financial advisors, the people who power Waddell & Reed are among the most experienced in the industry, driven by a steadfast commitment to delivering high-level results and exceptional client service.
This position will be a key member of the financial analysis systems team within the Financial Planning and Analysis Department. This team is responsible for configuring and maintaining the Hyperion applications used to support enterprise wide financial and sales analytics, forecast and budget cycles, and reporting.
The individual holding this position must have a strong background in development and maintenance supporting Hyperion (Version 11) modules including: Financial Reporting Studio, Workspace, Planning, Essbase, and Calc Manager. A successful candidate will be a self-starter with the ability to take concepts and develop detailed execution plans; take initiative to continuously expand knowledge base and suggest ways to improve business and technical processes; and possess effective communication skills. We are looking for a team player who is motivated, positive and energetic.
Responsibilities:
- Provide technical analysis and development for the Hyperion suite of products including Essbase, Planning, Workforce Planning, Hyperion Profitability and Cost Management, EPMA, and Web Analysis
- Partner with the various stakeholders within IT, Finance and across Waddell & Reed business divisions to gather requirements, design application, integrate solutions, and execute project management activities
- Identify and design reporting solutions to meet end-user needs for budgeting, forecasting, profitability and other management reporting
- Evaluate and recommend solutions utilizing Hyperion (or other) tools to improve existing system processes and reporting
- Identify and communicate opportunities for cost saving, and process efficiency within the scope of the financial systems work
- Ensure all processes are effectively documented to support SOX requirements and department cross training
Support Finance community as necessary with month end close activities
- Provide training and support to end-user group
Job Requirements
Experience/Technical Qualifications:
- Minimum of 3 - 5 years of combined accounting and/or reporting experience
- Minimum of 3 - 5 years hands on Hyperion Essbase experience
- Bachelor’s degree in Accounting, Finance, IT or related field required, advance degree preferred.
- Hands on experience:
- Building and maintaining BSO/ASO Essbase applications, Planning forms, and Financial Reporting Studio reports
- Creating and supporting Calc Scripts
- Creating and supporting Partitions
- MDX
- SmartView
- Substitution Variables
Other Competencies
- Highly motivated team player
- Ability to learn quickly and comprehend business process and problems
- Strong business acumen
- Strong critical thinking skills including systems and business analysis, problem analysis and resolution, good judgment and decision making ability
- Highly effective verbal and written communication skills
- Proven ability to collaborate effectively with people from various levels of management from business and technology teams
Preferred Qualifications:
- Financial analyst experience
- Knowledge of the mutual fund and brokerage industries
- Experience with HPCM, EPMA, Web Analysis
Grow your career with us! We offer an award-winning work environment that is fast-paced, innovative and entrepreneurial. We are family-friendly and fun.
• We offer competitive coverage for Medical, Dental, Vision, Prescription, Life and Disability with company subsidized premiums
• Progressive 401(k) and Pension plans
• Generous paid time off including Vacation and 11 Holidays
• Internal promotional opportunities, Tuition Reimbursement, and a Vitality Wellness program for health premium discounts
Country: USA, State: Kansas, City: Overland Park, Company: Waddell & Reed.
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