Senior Financial Consultant - Success Plans - Management

We’re obsessed with making hard work pay off for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and agents, we’re shaping the future of work so teams can reach their potential and focus on what matters most. The moment you join, you’ll feel it – not just in the products we build, but in how we show up for each other.

Our culture is rooted in integrity, empathy, and shared enthusiasm. We’re in this together, tackling big challenges with bold ideas and genuine care.

The Workday Success Plans team is focused on our customers and their post‑Go‑Live journey. We create programs that help them drive business value from their Workday applications. The team delivers a mix of programs and services, ranging from feature demonstrations to full feature deployments.

Would you enjoy learning new things in a fast‑paced environment? Do you have an appetite for variety and challenging business problems? Are you a great communicator who can clearly articulate and demonstrate the value of Workday solutions to our customers?

The Workday Success Plans team works directly with customers through targeted micro‑consulting engagements to help solve their business needs using the Workday application. In this position you will act as a trusted Workday advisor, assisting customers with how‑to questions, troubleshooting, configuration guidance, and feature demonstrations. As a Workday Spend expert, you’ll share your experience, identify key considerations, and highlight standard methodologies.

• Workday Strategic Sourcing
  • Intake Forms
  • Pipeline
  • Sourcing
  • Contracts Management
  • Supplier Relationship Management
• Procurement
  • Requisition s/Purchase Orders
  • RFX
  • Receipts/Receipt Accruals
  • Supplier Portal
  • Procurement Cards
  • EDI Transactions
• Supplier Accounts
  • Suppliers
  • Supplier Invoices
  • Matching
  • 1099 Processing
• Inventory
  • Stock Requests/Fulfillment Processing
  • Par Management
  • Cycle Counts
  • Replenishment
• Expenses
  • Spend Authorizations
  • Expense Report Processing and Repayments
  • Credit Card Processing
  • Travel Booking Records

• Conduct research to understand customer questions and related Workday concepts.
• Deliver small‑scope consulting in response to customer requests, providing configuration guidance, demonstrations, and tips & tricks.
• Troubleshoot product configuration to resolve or provide optimal configuration for customer business requirements.
• Clearly and effectively communicate responses and value to customers.
• Create and deliver customer presentations to demonstrate how to use Workday features to achieve business goals (Accelerator Webinars).
• Provide one‑on‑one consulting guidance to accelerate customer feature adoption (Feature Accelerator).
• Review customer tenants to identify adoption opportunities (Feature Adoption Tenant Reviews).
• Maintain product expertise and Workday certifications, keeping up to date with the Workday roadmap.
• Keep current with industry practices and engage customers on relevant topics.
• Help drive the creation of new programs to increase customer feature adoption.

• Office Hours – appointment‑based consulting engagements providing guidance and product expertise to customers.
• Perform configuration and business requirements reviews with detailed deliverables highlighting optimization opportunities.
• Provide one‑on‑one customer configuration designs.
• Deploy full Workday feature deployments.

• 3 years of IT implementation experience.
• 3 years of experience with software consulting and deployment, including People Soft, SAP, Oracle, and/or JD Edwards.
• 1+ years of Workday consulting experience or experience as a Workday SME in one of the following:
  Spend, Inventory, WSS, Evisort CLM, Cash Management, or Expenses.

• 5 years of IT implementation experience.
• 5 years of experience with software consulting and deployment, including People Soft, SAP, Oracle, and/or JD Edwards.
• 3+ years of Workday consulting experience or experience as a Workday SME in one of the following:
  Spend, Inventory, WSS, Evisort CLM, Cash Management, or…