Yodlee

Senior HCM Workday Analyst

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We are seeking a Senior HCM Workday Analyst who is a Subject Matter Expert (SME) in Core HCM, Advanced Compensation, and Recruiting, with strong hands-on experience in Workday Reporting and Security administration. This role focuses on Workday configuration, system optimization, and delivering a high level of client satisfaction. The Analyst will resolve complex issues, lead system enhancements, and drive functional improvements across these key Workday modules. The ideal candidate will work closely with business partners to gather requirements, implement solutions, and ensure system integrity and data accuracy, while upholding strong standards for documentation and support.

Associate Lead - Data Engineering

<h3 class="text-xl md:text-2xl font-bold mt-8 mb-3 text-gray-800">Description</h3>Envestnet is seeking a Senior HCM Workday Analyst to join our Human Resources department.Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients.Envestnet’s Strategy:<ul class="list-disc list-inside my-5 pl-5 space-y-2 text-gray-700"><li class="leading-relaxed">Deliver the industry-leading wealth management platform, powered by advanced data and insights</li><li class="leading-relaxed">Leverage our scale and efficiencies to serve our clients’ needs comprehensively</li><li class="leading-relaxed">Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment</li></ul>For more information, please visit www.envestnet.com.Job Summary:We are seeking a Senior HCM Workday Analyst who is a Subject Matter Expert (SME) in Core HCM, Advanced Compensation, and Recruiting, with strong hands-on experience in Workday Reporting and Security administration. This role focuses on Workday configuration, system optimization, and delivering a high level of client satisfaction. The Analyst will resolve complex issues, lead system enhancements, and drive functional improvements across these key Workday modules. While the primary focus is on these core areas, the role also provides opportunities to support other modules – including those slated for future implementation – allowing for broader functional exposure. The ideal candidate will work closely with business partners to gather requirements, implement solutions, and ensure system integrity and data accuracy, while upholding strong standards for documentation and support.Job Responsibilities:<ul class="list-disc list-inside my-5 pl-5 space-y-2 text-gray-700"><li class="leading-relaxed">Serve as a subject matter expert for the Workday HRMS application by owning end-to-end resolution of complex issues and configuration requests, while providing guidance and mentorship to junior team members.</li><li class="leading-relaxed">Deliver exceptional service to internal clients by proactively identifying needs, recommending solutions, and implementing process improvements aligned with Workday best practices - building long-term stakeholder trust.</li><li class="leading-relaxed">Lead the analysis, design, and testing of Workday enhancements, collaborating closely with business stakeholders to translate functional requirements into technical specifications.</li><li class="leading-relaxed">Develop, configure, and maintain EIBs and related tools to support efficient data loading and integration across systems.</li><li class="leading-relaxed">Provide support for integrations and downstream data flow, including troubleshooting and recommending improvements to ensure system interoperability and data consistency.</li><li class="leading-relaxed">Drive continuous improvement of Workday configuration, processes, and user experience, identifying opportunities for innovation and system optimization.</li><li class="leading-relaxed">Take ownership of Workday security configuration and audits, including the creation and maintenance of user- and role-based security groups.</li><li class="leading-relaxed">Drive Workday release management by leading analysis and testing, assessing new features, coordinating stakeholder readiness, and promoting user adoption through education and support.</li><li class="leading-relaxed">Maintain and enhance detailed documentation of HRMS procedures, configuration decisions, and system updates to support sustainability and knowledge transfer.</li><li class="leading-relaxed">Ensure compliance with internal change control processes and audit requirements through thorough documentation and controls.</li><li class="leading-relaxed">Create, enhance, and maintain advanced Workday reports , dashboards, and analytics tools for key stakeholders.</li><li class="leading-relaxed">Implement reporting standards and practices to ensure data accuracy, consistency, and alignment with privacy and security policies.</li><li class="leading-relaxed">Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.</li><li class="leading-relaxed">As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.</li></ul>Required Qualifications:<ul class="list-disc list-inside my-5 pl-5 space-y-2 text-gray-700"><li class="leading-relaxed">5+ years of hands-on experience configuring and supporting Workday across multiple modules</li><li class="leading-relaxed">Expertise in HCM, Advance Compensation and Recruiting Workday modules; strong proficiency in Workday reporting and security administration..</li><li class="leading-relaxed">Proven ability to work independently while contributing to a collaborative, high-performing team environment through knowledge sharing, supporting peers and mentoring junior team members.</li><li class="leading-relaxed">Demonstrated ability to independently lead small-to-medium Workday initiatives or configuration projects from planning through execution</li><li class="leading-relaxed">Experience with EIBs, data loads, and integrations across HR systems</li><li class="leading-relaxed">Proven track record of troubleshooting complex issues and developing effective, scalable solutions</li><li class="leading-relaxed">Strong interpersonal and communication skills, with a customer-centric approach to problem-solving</li><li class="leading-relaxed">Strong understanding of the software development life cycle process and experience participating in structured system implementations</li><li class="leading-relaxed">High attention to detail and commitment to data integrity and process compliance</li></ul>Preferred Qualifications:<ul class="list-disc list-inside my-5 pl-5 space-y-2 text-gray-700"><li class="leading-relaxed">Proficiency in benefits, payroll, absence, timekeeping and Workday Help modules.</li><li class="leading-relaxed">One or more Workday Pro certifications, preferably in HCM Core, Recruiting, or Security.</li><li class="leading-relaxed">Basic understanding of HRIS integrations and API workflows.</li><li class="leading-relaxed">Experience supporting a global HR team and processes.</li><li class="leading-relaxed">Superior knowledge of MS Excel, Smartsheet, Word and PowerPoint.</li></ul>Envestnet:<ul class="list-disc list-inside my-5 pl-5 space-y-2 text-gray-700"><li class="leading-relaxed">Be a member of an innovative and industry leading financial technology and solutions company</li><li class="leading-relaxed">Competitive Compensation/Total Reward Packages that include:</li><li class="leading-relaxed">Health Benefits (Health/Dental/Vision)</li><li class="leading-relaxed">Paid Time Off (PTO) & Volunteer Time Off (VTO)</li><li class="leading-relaxed">401K – Company Match</li><li class="leading-relaxed">Annual Bonus Incentives</li><li class="leading-relaxed">Parental Stipend</li><li class="leading-relaxed">Tuition Reimbursement</li><li class="leading-relaxed">Student Debt Program</li><li class="leading-relaxed">Charitable Match</li><li class="leading-relaxed">Wellness Program</li></ul>Salary:The annual base salary range for this position is $90,000 to $150,000.Envestnet is an Equal Opportunity Employer.LI-LM1Applications accepted on a rolling basis and the posting will remain open until the position is filled.

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We're looking for a strategic and creative Partner Marketer to lead marketing efforts with our accounting and bookkeeping partners. This person will be instrumental in building and scaling partner-led growth strategies, developing co-marketing programs, and turning Mercury into the banking platform of choice for accountants and their clients.

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<h2 class="text-2xl md:text-3xl font-bold mt-10 mb-4 border-b pb-2 text-gray-800">About the role</h2>We're looking for a strategic and creative Partner Marketer to lead marketing efforts with our accounting and bookkeeping partners. This person will be instrumental in building and scaling partner-led growth strategies, developing co-marketing programs, and turning Mercury into the banking platform of choice for accountants and their clients.*Mercury is a financial technology company, not a bank. Banking services provided through Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC.<h2 class="text-2xl md:text-3xl font-bold mt-10 mb-4 border-b pb-2 text-gray-800">What you’ll do:</h2><ul class="list-disc list-inside my-5 pl-5 space-y-2 text-gray-700"><li class="leading-relaxed">Own the partner marketing strategy for Mercury’s accounting ecosystem — including CPA firms, fractional CFOs, and bookkeeping partners.</li><li class="leading-relaxed">Dream up campaigns to acquire new accounting partners + drive referrals, and work x-functionally to execute and iterate.</li><li class="leading-relaxed">Develop and execute co-marketing campaigns with top partners: webinars, case studies, social content, events, and more.</li><li class="leading-relaxed">Be accountable for Mercury’s partner program growth -both in number of partners and partner referrals.</li><li class="leading-relaxed">Drive partner engagement and retention.</li></ul><h2 class="text-2xl md:text-3xl font-bold mt-10 mb-4 border-b pb-2 text-gray-800">Who you are:</h2><ul class="list-disc list-inside my-5 pl-5 space-y-2 text-gray-700"><li class="leading-relaxed">5-8 years of experience in marketing, with a focus in partner marketing or product marketing.</li><li class="leading-relaxed">SaaS experience: You’ve worked at a B2B startup, preferably in FinTech; experience marketing to accountants is a big plus.</li><li class="leading-relaxed">Strategy and details: Be able to operate at all levels of depth; setting marketing strategy and quarterly targets, while also enjoying reviewing user journeys and drafting copy.</li><li class="leading-relaxed">Results driven: You can set the right targets and are relentless at hitting them, using data and customer insights to continually refine the roadmap.</li><li class="leading-relaxed">Experimentation mindset: You have a bias to action and can run test and learn fast; you are excited to build something from the ground up.</li></ul>The total rewards package at Mercury includes base salary, equity (stock options), and benefits.Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.Our target new hire base salary ranges for this role are the following:<ul class="list-disc list-inside my-5 pl-5 space-y-2 text-gray-700"><li class="leading-relaxed">US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $128,600-$144,600</li><li class="leading-relaxed">US employees outside of New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $115,700-$130,100</li><li class="leading-relaxed">Canadian employees (any location): CAD $121,500 - $136,700</li></ul>Mercury values diversity & belonging and is proud to be an Equal Employment Opportunity employer. All individuals seeking employment at Mercury are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic. We are committed to providing reasonable accommodations throughout the recruitment process for applicants with disabilities or special needs. If you need assistance, or an accommodation, please let your recruiter know once you are contacted about a role.We use Covey as part of our hiring and / or promotional process for jobs in NYC and certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using <a href="https://getcovey.com/product/covey-scout-inbound" target="blank" rel="noopener noreferrer" class="text-blue-600 hover:text-blue-800 hover:underline transition-colors duration-200">Covey Scout for Inbound</a> on January 22, 2024. Please see the independent bias audit report covering our use of Covey <a href="https://getcovey.com/nyc-local-law-144" target="blank" rel="noopener noreferrer" class="text-blue-600 hover:text-blue-800 hover:underline transition-colors duration-200">here</a>.#LI-EMS1

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