Director, Finance Systems Strategy & Optimization

About this role

Director, Finance Systems Strategy & Optimization  

College Board   - Finance   

Location : This is a remote role. Candidates who live near CB offices have the   option   of being fully remote or hybrid (Tuesday and Wednesday in office). All CB employees   are required to   occasionally travel to meet in person for business purposes.   

Role Type : This is a   full time   position   

About the Team    

The Operational Excellence (OX) function at the College Board is a high-performing team, serving as   a center of excellence   i n the Finance Division, led by the Executive Director, Operational Excellence.  Situated directly under the Chief Financial Officer (CFO), OX brings deep   expertise   in project management,  process   architecture, product strategy, data analytics, and strategic communications. We are committed  to driving organizational excellence by designing and   optimizing   integrated systems, enhancing cross -  functional   collaboration, streamlining complex workflows, and fortifying policy and communication  frameworks. Our mission is to empower every function within the Finance Division to   operate   at peak  performance—delivering exceptional value and measurable impact to the College Board .    

About the Opportunity      

As the Director, Finance Systems Strategy & Optimization, you will serve as the execution leader  responsible for translating strategic vision into tangible system improvements across the College Board’s  core financial platforms—Workday Financials, Adaptive Planning, and Strategic Sourcing – Workday  Financials, Adaptive Planning, and Strategic Sourcing. You will focus on driving end-to-end delivery of  technical solutions, coordinating complex projects, and ensuring our financial systems   operate   efficiently,  accurately, and in alignment with business needs.   

You will partner with Accounting, Procurement, Strategic Finance, Investments, Technology, and Talent  to   ensure these systems are fully   leveraged   to deliver maximum value. You will play a critical role in owning the   system   roadmaps—taking full responsibility for executing both immediate and long-term  action plans. You will lead the investigation and implementation of new functionality, ensuring alignment  with   the needs and priorities of all major stakeholders. You will have a special focus on AI integration,  ensuring our systems   utilize   the latest and greatest technologies to automate and innovate so   Finance    teams   can work faster and most efficiently and produce more critical insights with ease. Teams will rely  on you to build custom dashboards in Workday Financials and   maintain   financial data integrity to   help  to   drive business decisions. You will   be responsible for   developing enhanced reporting solutions. You will  create and   maintain   a suite of staff-friendly resources to ensure system processes are clear and known to  all users.   

Our ideal candidate is passionate about technology, along with prioritizing and simplifying – implementing  the   most impactful things and finding powerful solutions for complex   problems. The ideal candidate  has Workday Financials   expertise , an excellent ability to   anticipate   user needs, an obsession with data,  and the ability to manage the technical and people components of projects with attention to detail and  speed .   

In this role, you will:    

Prioritize and implement technical solutions in Workday Financials to meet business needs (40%)   

• Translate functional needs into solutions, ensuring that our Workday Financials solutions meet  business needs and are scalable, repeatable, automated,   leverage   AI and new and emerging  technologies, etc.   

• Project manage the implementation of new features and enhancements, overseeing  configuration, testing, deployment, and change management   

• Engage and manage external consultants, as needed   

•  Manage the intake and prioritization of product/systems requests, working closely with  stakeholders to ensure we prioritize the most impactful work   

Maintain and   optimize   Workday Financials from a technological and usage perspective (25%)   

• Own business process enhancements of Workday Financials modules to support   optimal   user  experience   

• Develop and   monitor   key performance metrics to evaluate the effectiveness of Workday  Financials solutions and   identify   areas for improvement   

• Proactively analyze,   identify , and correct technical problems and deficiencies   

• Stay up to date with industry trends and best practices to ensure our Workday Financials and Adaptive instances are   optimized    

• Facilitate bi-annual Workday releases and liaise with our Workday account manager to  understand their roadmap   

• Work with Technology to support the integrative and administrative needs of Workday Financials  and Adaptive   

• Create and   maintain   detailed documentation and user guides on major system tasks, reports,  custom   BPs, etc.   

Execute comprehensive data/dashboard solutions for the Finance functions (20%)   

• Serve as the “go to” to develop reporting and data solutions within Workday Financials, Adaptive,  and Strategic Sourcing (and in supplemental tools—i.e., Tableau or   PowerBI —as needed)   

• Design and implement comprehensive dashboard solutions within Workday Financials to provide  actionable insights and support decision-making for Procurement, Accounting, and Investments   

Lead roadmap development and drive execution across teams (15%)   

• Develop and   maintain   the finance product roadmaps in collaboration with functional Finance  leadership, related SMEs, and Technology to   optimize   system use   

•  Provide status reports and updates to Leadership, as needed   

About You    

You have:   

• At least five to eight years working in finance operations, with at least three years specifically in  Workday Financials   

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