Senior Financial Consultant - Record to Report - Success Plans
Rhode Island, USA
Listed on 2025-12-15
-
IT/Tech
IT Consultant, Data Analyst, Technical Support, Systems Analyst
Senior Financial Consultant – Record to Report – Workday Success Plans
Seniority level: Not applicable
Employment type: Full‑time
Job function: Finance and Sales
Industry: Software Development
Workday is a Fortune 500 company and a leading AI platform for managing people, money, and agents. We’re obsessed with making hard work pay off for our people, customers, and the world. Our culture is rooted in integrity, empathy, and shared enthusiasm. We foster curiosity, collaboration, and a sun‑drenched optimism that drives meaningful work.
About the TeamThe Workday Success Plans Team focuses on customers’ post‑Go‑Live journey, creating programs that help them drive business value from their Workday applications. They deliver feature demonstrations, full deployments, and ongoing support to ensure customers achieve their goals.
About the RoleThe Workday Success Plans team works directly with customers through targeted micro‑consulting engagements to help solve their business needs using the Workday application. As a trusted Workday advisor, you will guide customers through configuration, provide feature demonstrations, and troubleshoot issues while highlighting Workday best practices.
Core Skills & Experiences- FDM Design
- Financial Budgets
- Financial Accounting
- Accounting Journals
- Allocations
- Consolidations
- Inter‑company Processing
- Period Close
- Statistics
- Multicurrency
- Conduct research to understand customer questions and related Workday concepts.
- Deliver small‑scope consulting in response to customer requests, including configuration guidance, demonstrations, considerations, tips & tricks.
- Troubleshoot product configuration to resolve or optimize customer business requirements.
- Communicate responses and value to customers clearly and effectively.
- Create and deliver customer presentations and webinars to advance feature adoption.
- Provide one‑on‑one consulting guidance to accelerate adoption.
- Review customer tenants to identify adoption opportunities.
- Maintain Workday product expertise and certifications, staying current with the roadmap.
- Stay updated on industry practices and engage customers on these topics.
- Help drive the creation of new programs to accelerate customer feature adoption.
- Office Hours appointments for consulting engagements.
- Configuration and business requirements reviews with deliverables outlining optimization opportunities.
- One‑on‑one customer configuration designs.
- Full deployments of Workday features.
- 5+ years of implementation experience.
- 5+ years of experience with Workday deployments and financial systems.
- 3+ years of software consulting experience.
- Bachelor’s degree or equivalent work experience (advanced degree preferred).
- Workday Certification or ability to certify in FDM, Record to Report, or Financial Accounting.
- Ability to understand new Workday features and distill complex concepts into clear presentations.
- Strong multitasking and critical‑thinking skills.
- Travel up to 20%.
Primary
Location:
Atlanta, GA, USA.
Base Pay Range: $116,900 – $175,400 USD (Atlanta)
Additional US Locations: $111,100 – $197,300 USD
A bonus plan, role‑specific commission, and annual stock grants may apply. Recruiters can share more detail during the hiring process.
Flexible WorkWorkday combines in‑person and remote work. Team members are expected to spend at least 50% of their time each quarter in the office, field, or with customers, while being able to create a flexible schedule that fits their needs.
Equal Opportunity StatementWorkday is an Equal Opportunity Employer. We consider qualified applicants with arrest and conviction records under applicable Fair Chance law.
Final date to receive applications01/12/2026
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