Business Systems & Reporting Analyst – People Technology

Who We Are

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $5 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.

*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.

The Role

As a People Tech Business Systems Reporting Analyst at Addepar, you will play a pivotal role in a hybrid capacity, dedicating 70% of your time to Workday configuration and 30% to people reporting and analytics within the Addepar People team. Your responsibilities span across gathering and analyzing business requirements, designing and implementing solutions, maintaining user documentation, and providing technical support. Additionally, you will contribute to the development of tools and insights for our people and decision-makers, acting as an advisor, consultant, project manager, technology promoter, data analyst, and security/privacy advocate.

What You’ll Do

Workday Configuration (70%):

Gather and analyze business requirements, recommending improvements to existing processes.
Collaborate with multi-functional teams to design and implement solutions that align with business needs.
Develop and maintain user documentation, including process maps, system configurations, and test plans.
Provide technical support, troubleshooting, and problem resolution for systems.
Stay abreast of new technologies and industry trends, offering recommendations for new solutions and improvements.
Build and deliver reports and dashboards.

People Reporting Analytics (30%):

Collaborate with the People technology leader and stakeholders to develop tools and insights for our people and decision-makers.
Coordinate and perform testing for new functionality and updates to configurations.
Provide post-implementation/change support to client groups.
Act as an advisor, consultant, and project manager in functional areas such as Workday HCM, talent performance, absence management, security administration, process design, and reporting analytics.

Who You Are

Bachelor’s degree in Computer Science, Information Systems or equivalent
5+ years of experience of refining and re-designing business processes
3+ years of experience in end-to-end Workday HCM
Demonstrable experience in Workday configuration and administration
Experience managing full life cycle solution design
Experience working with survey data, text analytics, and other forms of unstructured data
Experience creating custom Workday HCM reports
Experience with EIB’s and ILoads to load the new data and change the existing data
Experience with creating custom reports for Simple, Advanced reports, Matrix Reports, Composite reports in Workday
Experience creating calculated fields to be used in custom reports to pull data into the Workday report
Demonstrated expertise in creating complex spreadsheets, applying advanced formulas, functions, and data visualization tools within Google Sheets
Demonstrable ability to design and implement efficient and scalable spreadsheet solutions for diverse reporting needs
Proficient in data analysis techniques, with the ability to extract meaningful insights from large datasets within Google Sheets
Experience in performing trend analysis, variance analysis, and other analytical methodologies to support informed decision-making
Hands-on experience with Google Apps Script or other scripting languages to automate repetitive tasks and enhance the efficiency of reporting processes in Google Sheets.
Track record of designing and developing dynamic and visually appealing dashboards using Google Sheets, providing clear and concise summaries of key performance indicators
Ability to clean, validate, and transform raw data into usable formats, ensuring data accuracy and consistency for reporting purposes.
Project management experience, partner management experience and very comfortable working with all levels of an organization
Ability to work remotely in the UK and overlap at least 3 hours with Pacific Standard Time
Excellent interpersonal, communication, and analytical skills

Our Values

Act Like an Owner – Think and operate with intention, purpose and care. Own outcomes.

Build Together – Collaborate to unlock the best solutions. Deliver lasting value.

Champion Our Clients – Exceed client expectations. Our clients’ success is our success.

Drive Innovation – Be bold and unconstrained in problem solving. Transform the industry.

Embrace Learning – Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to [email protected].

Originally posted on Himalayas


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Techno Functional Business Systems Analyst, Reporting Analyst, People Analytics Manager 

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