Workday Financials Business Analyst at MUFG Investor… · Halifax

Experience something Brilliantly Different with a career at MUFG Investor Services.

MUFG Investor Services is part of the Mitsubishi UFJ Financial Group and partners with over 480 global investment firms to provide administration, asset services, banking, and fund financing. Operating across 17 global locations, we are proud to foster a culture where Brilliantly Different talent thrives.

#LI-Hybrid

The Finance Transformation team at MUFG Investor Services is responsible for enabling a modern, digital finance function through process optimization, automation, and technology adoption across our finance systems and connected solutions. The team partners across various departments including IT, HR, Legal, Procurement, Third Party Management, Business Operations, Compliance, Data and others, to ensure financial processes remain integrated, governed, efficient, and strategically aligned with business goals.

The Workday Financials Business Analyst plays a key role in designing, configuring, and optimizing finance processes within Workday Financials. This is a hands‑on role focused on end‑to‑end process ownership, system configuration, and continuous improvement. The role acts as a functional bridge between Finance and IT, translating business needs into well‑designed, scalable system solutions while actively contributing to system build, testing, and optimization activities.

Role and Responsibilities

• Partner with Finance stakeholders (Accounting, FP&A, Operations) to understand, document, and improve core finance processes (e.g., Procure‑to‑Pay, Record‑to‑Report).
• Design and document end‑to‑end process flows, future‑state solutions, and functional specifications.
• Configure and maintain Workday Financials modules, including General Ledger, Accounts Payable, Procurement, Expenses, and Projects.
• Maintain and optimize Workday Business Process Frameworks (BPFs), security roles, and configuration settings.
• Build and enhance Workday reports and dashboards to support financial and operational decision‑making.
• Support integrations between Workday and upstream/downstream systems by defining functional requirements, validating data flows, and supporting testing activities.
• Participate in system releases, user acceptance testing (UAT), regression testing, and issue resolution.
• Own day‑to‑day system enhancements, defect management, and continuous improvement initiatives.
• Maintain accurate documentation of processes, configurations, data flows, and standard operating procedures.
• Contribute to broader ERP initiatives including rollouts, enhancements, and post‑implementation optimization.

Education Requirements

• Bachelor’s degree in Finance, Accounting, Business, Information Systems, or a related field (required)
• Workday certification or progress toward certification (preferred)
• Process improvement or business analyst designation e.g. Lean Six Sigma, CBAP or similar (preferred)

Professional Experience

• Some years of experience in business analysis, finance operations, or ERP / finance systems roles.
• Hands‑on experience configuring or supporting Workday Financials.
• Strong/developing understanding of core finance processes (GL, AP, AR, Procurement, Expenses).
• Experience supporting system implementations, enhancements, or transformation initiatives.
• Exposure to integrations, data migration, or system testing activities preferred.

Key Skills and Attributes

• Strong process mindset with the ability to think end‑to‑end across systems and workflows.
• Comfortable working directly in enterprise systems (configuration, reporting, testing).
• Strong analytical and problem‑solving skills with attention to detail.
• Ability to translate business requirements into practical system solutions.
• Effective communicator across Finance and IT stakeholders.
• Proactive, curious, and committed to continuous improvement.
• Strong documentation and organizational skills.
• Collaborative team contributor with a sense of ownership and accountability.

At MUFG Investor Services, we are exceptionally proud of our approach to Hybrid Working. It enables the flexibility to thrive from wherever our employees work and, stay connected to their team and our culture. When we make Hybrid Working plans, we get to know the individual and pride ourselves in underpinning all our decisions with fairness and consistency.

MUFG Investor Services provides all of its employees with an attractive compensation package. In addition to base salary, there is a group medical insurance scheme, group pension scheme, reimbursement of professional subscriptions, paid holidays and assistance towards gym memberships.

We thank all candidates for applying; however, only those proceeding to the interview stage will be contacted. If you are contacted for a job opportunity, please advise us of any accommodations needed to ensure fair and equitable access throughout the recruitment and selection process. All accommodation information provided will be treated as confidential and used only to provide an accessible candidate experience.

MUFG is an equal opportunity employer.