Senior Financial Functional Consultant - Success Plans - Management

Senior Financial Functional Consultant – Workday Success Plans – Spend Management

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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. Our culture is rooted in integrity, empathy, and shared enthusiasm.

We’re in this together, tackling big challenges with bold ideas and genuine care. We look for curious minds and courageous collaborators.

The Workday Success Plans Team focuses on customers’ post Go‑Live journey, delivering programs and services ranging from feature demonstrations to full feature deployments.

We work directly with customers through targeted micro consulting engagements to solve their business needs using the Workday application. As a trusted Workday advisor, you’ll assist customers with how‑to questions, troubleshoot and guide configuration, and provide feature demonstrations.

• Inventory
  • Stock Requests/Fulfillment Processing
  • Par Management
  • Cycle Counts
  • Replenishment
  • Mobile/Labels
  • Inventory Accounting
  • Backorder and Substitution Management
• 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
  • Delivery and Shipping Locations
• Supplier Accounts
  • Suppliers
  • Supplier Invoices
  • Matching
  • 1099 Processing
  • OCR/Email Ingestion
  • Supplier Connections (RTC/OFC)
  • Location Customer Account Numbers (LCAN)
  • ML Features
• Expenses
  • Spend Authorizations
  • Expense Report Processing and Repayments
  • Credit Card Processing
  • Travel Booking Records
  • OCR/Email Intake
  • ML Features

• Conduct research to ensure understanding of customer questions and related Workday concepts.
• Deliver small‑scope consulting in response to customer requests; provide configuration guidance, demonstrations, considerations, tips & tricks.
• Troubleshoot product configuration to resolve or provide optimal product configuration to meet customer business requirements.
• Clearly and effectively communicate responses and value to customers.
• Create and deliver customer presentations on 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).
• Complete and maintain product expertise and Workday Certification(s) along with familiarity with the Workday roadmap.
• Keep up to date with industry practices and engage with customers on those topics.
• Help 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 consulting experience in change management or management consulting.
• 5+ years of software consulting and deployment experience in Workday.
• 3+ years functional expertise in Workday Financials.

• Certified in Workday FINS and other specialty such as Expenses, Procurement, Suppliers, Inventory, Strategic Sourcing etc. Ability to certify in other Workday Financials functional areas and to deploy the solution.
• Capable of influencing, interacting and collaborating with senior executives, internally and externally.
• Capable of understanding complex, technical process issues and facilitate/influence decision making.
• Excellent verbal and written communication skills.
• Ability to distill complex concepts into compelling, relevant and understandable presentations is paramount.
• Ability to demonstrate Workday effectively (including value, benefits, etc.)…