Description
We’re Workday, 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.
About the Team The Workday Success Plans team works directly with customers through targeted micro-consulting engagements to help them get the most out of their Workday investment. Our mission is to serve as trusted Workday advisors, guiding customers through how-to questions, configuration challenges, feature demonstrations, and best-practice guidance , all with the goal of helping them translate their business needs into real results using the Workday platform.
About the Role As a Workday Success Plans Consultant specializing in Financial Reporting, you will serve as a subject matter expert, helping customers translate complex financial requirements into well-designed Workday solutions. You will act as a trusted advisor across a diverse set of micro-consulting engagements, ensuring customers get the guidance they need to optimize their use of Workday Financial Reporting, Prism Analytics, and Accounting Center.
Responsibilities
- Designing, building, and troubleshooting complex Workday Financial reports, including Composite, Matrix, and Advanced reports (e.g., P&L, Balance Sheet, Trial Balance, and Cash Flow)
- Guiding customers on how to ingest, prepare, and blend high volumes of external operational data with core Workday financial data using Workday Prism Analytics
- Advising on the configuration of Workday Accounting Center to transform external business events into detailed accounting journal entries and subledgers
- Designing and troubleshooting Prism data pipelines, datasets, and calculated fields to support advanced variance analysis, trended P&L reporting, and unified dashboards
- Advising customers on financial reporting best practices, including the impact of Chart of Accounts design, custom organizations, and worktags on reporting outcomes
- Delivering customer presentations on how to use Workday features to achieve business goals, including Accelerator Webinars and Feature Accelerator sessions focused on financial dashboards, Prism integrations, and Accounting Center rules
- Reviewing customer tenants to identify adoption opportunities through Feature Adoption Tenant Reviews
- Performing configuration and business requirements reviews with detailed deliverables highlighting opportunities for optimization
- Providing one-on-one customer configuration designs and supporting full feature deployments
- Maintaining product expertise and Workday Certification(s) while staying current with the Workday roadmap and industry practices
- Helping drive the creation of new programs to accelerate customer feature adoption
Requirements
- 8+ years of IT implementation experience
- 8+ years of experience with HR and/or Finance systems, including but not limited to Workday, PeopleSoft, SAP, Oracle, and/or JD Edwards
- 2+ years of software consulting experience
- Experience gathering financial requirements and building complex financial reports for finance teams (Controllers, FP&A, and similar audiences)
- Hands-on experience with data integration, data modeling, or building data pipelines (ETL processes) to support financial analytics
Nice to Have
- Experienced in building and maintaining trusted customer relationships, with the ability to understand client needs, provide thoughtful guidance, and ensure a positive experience across every engagement
- Excellent verbal and written communication skills, with the ability to adapt your style to different audiences , from technical teams to finance leaders , and clearly articulate complex Workday concepts in an approachable way
- Ability to understand and connect concepts across multiple Workday functional areas, including Financial Reporting, Prism Analytics, and Accounting Center, to deliver holistic guidance to customers
- Workday Certification in at least one of the following is ideal: Reporting, Composite Reporting, Record to Report, Prism Analytics, or Accounting Center. Familiarity with Workday Prism architecture, including table structures, data transformations, and security alignment across internal and external data sets
Flexible Work With Flex Work, we’re combining the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role).
Benefits
- Competitive salary
- Opportunity to work with top companies
- Collaborative and dynamic work environment
- Professional development and growth opportunities