Senior Financial Consultant - Record to Report - Workday Success Plans
Listed on 2026-01-02
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IT/Tech
IT Consultant, Technical Support
About the Role
Would you enjoy learning new things in a fast paced environment? Do you have an appetite for variety and challenging business problems to solve? 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. Responsible for acting as a trusted Workday advisor, you will have the opportunity to assist customers with how-to questions, troubleshoot and guide customers through configuration, and provide feature demonstrations. As a Workday expert, customers will benefit from your knowledge as you share your experience, identify key considerations, and highlight standard methodologies.
Our team of professionals have a broad and deep understanding of Workday Financials. In this position we are looking for expertise in the following :
- FDM Design
- Financial Budgets
- Financial Accounting
- Accounting Journals
- Allocations
- Consolidations
- Inter-company Processing
- Period Close
- Statistics
If you are passionate about the value technology can bring to an organization, love learning and want to work directly with some of the greatest companies on the planet, bring your energy and teamwork to the Workday Success Plans team!
Primary responsibilities of this role include delivering various services to Workday Success Plans customers. To be successful, this requires :- Conducting research to ensure understanding of customer questions and related Workday concepts.
- Delivering small scope consulting in response to customer requests; providing configuration guidance, demonstrations, considerations, tips & tricks.
- Troubleshooting product configuration to resolve or provide optimal product configuration to meet customer business requirements.
- Clearly and effectively communicating responses and value to customers.
- Creating and delivering customer presentations on how to use Workday features to achieve business goals (Accelerator Webinars).
- Providing one-on-one consulting guidance to accelerate customer feature adoption (Feature Accelerator).
- Reviewing customer tenants to identify adoption opportunities (Feature Adoption Tenant Reviews).
- Completing and maintaining product expertise and Workday Certification(s) along with familiarity with Workday roadmap.
- Keeping up to date with industry practices and the ability to engage with our customers on those topics.
- Helping drive the creation of new programs to drive customer feature adoption
- Office Hours to conduct appointment-based consulting engagements providing guidance and product expertise to customers
- Perform configuration and business requirements reviews with a detailed deliverable calling out opportunities for optimization
- Provide one-on-one customer configuration designs
- Deployments including full deployment of Workday features
- 5 + years of implementation experience
- 5 + years of experience with Workday deployments and financials systems
- 3+ years of software consulting experience
- 3 + years of implementation experience
- 3 + years of experience with Workday deployments and financials systems
- 1+ years of software consulting experience
Bachelor’s degree or relevant work experience required. Advanced degree preferred.
- Workday Certification, or ability to certify in, at least one of the following : FDM, Record to Report, Financial Accounting
- Ability to gain a thorough understanding of Workday concepts as new features are released
- Ability to distill complex concepts into understandable presentations for our customers
- Ability to multitask and work on multiple engagements and deliverables simultaneously
- Strong critical thinking skills so as to understand complex, technical process issues and facilitate / influence decision making
- Ability to travel up to 20%
The annualized base salary ranges for the primary location and any additional locations are listed below. Workday pay ranges vary based on work location.…
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