Job Description Summary

Job Description

While we prefer this role to be based in our St. Petersburg, FL office with a hybrid work arrangement, we are open to considering qualified candidates for a remote workstyle based on experience and alignment with business needs

Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future.

Job Description Summary

Responsibilities:

• Serve as the primary Workday reporting expert, building, testing, and maintaining advanced reports, discovery boards, dashboards, and scorecards for HR and business leaders

• Designs and builds data solutions in Workday Prism to integrate internal and external datasets for reporting and decision support

• Develop and manage dashboards covering headcount, turnover, talent acquisition, total rewards, and other key HR areas

• Deliver actionable insights identifying workforce trends, risks, and opportunities

• Develop high‑complexity Workday Composite Reports, joining multiple data sources, calculated fields, conditional logic, and multi‑line outputs.

• Build and optimize Matrix Reports used for headcount, compensation, compliance, and multi‑dimensional workforce analytics.

• Partner with key HR areas, leadership, and business stakeholders to design workforce metrics and KPIs aligned with organizational strategy

• Support strategic workforce planning initiatives, integrating reporting with scenario modeling and forecasting

• Present findings and recommendations to leadership in a clear, compelling manner to drive decision-making

• Champion HR data governance standards and reporting best practices

• Ensure compliance with regulatory and data privacy requirements (e.g., EEO, GDPR, SOX)

• Create and maintain documentation, metadata, and data dictionaries for HR reporting.

• Fulfill ongoing and ad hoc HR reporting and analysis requests in a high-volume, fast-paced environment

• Assist in developing reporting and analysis best practices and train staff in their implementation

• Contribute to exploring the development and implementation of data analysis and visualization tools (e.g., Qlik, Tableau, Visier)

• Coach and mentor less experienced associates.

• Troubleshoot system and data issues, taking ownership through resolution.

• Provide data governance direction and oversight for HR

• Bachelor’s degree required (Masters preferred)

• Minimum of 4 years of experience in data management and reporting; 5–7 years preferred

Technical Skills

• Must have advanced Workday reporting experience, including Matrix Reports, Composite Reports, Workday Report Writer, calculated fields, discovery boards, dashboards, and scorecards.

• Deep experience creating and optimizing Matrix & Composite reports

• High Proficiency in SQL, Excel, or Access.

• Experience with Workday HCM and Adaptive Planning.

• Familiarity with statistical tools such as SPSS and SAS is a plus.

• Experience with data visualization tools (e.g., Tableau, Qlik, Visier).

Knowledge

• Solid understanding of HR and workforce analytics

• In-depth knowledge of HR ERP systems and data presentation tools

• Understanding of business needs and practices in the financial services industry

• Strong analytical and problem-solving skills

• Ability to identify, analyze, and interpret trends in complex data sets

• Knowledge in applying basic statistical analysis (e.g., correlation, regression, T-tests)

• Ability to develop and implement data collection systems that optimize efficiency and quality

• Excellent communication skills—verbal and written—with all levels of the organization

• Ability to prioritize multiple tasks in a fast-paced, dynamic environment

• High level of customer service and stakeholder engagement

• Strong organizational and project management skills

• Ability to work independently and collaboratively

Education

Work Experience

Certifications

Salary Range

Travel

Workstyle

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.