Senior Financial Consultant Record to Report with Security Workday Success Plans

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Were 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 were shaping the future of work so teams can reach their potential and focus on what matters most. The minute you join youll 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. Were in this together tackling big challenges with bold ideas and genuine care. We look for curious minds and courageous collaborators who bring sun-drenched optimism and drive. Whether youre building smarter solutions supporting customers or creating a space where everyone belongs youll do meaningful work with Workmates whove got your return well give you the trust to take risks the tools to grow the skills to develop and the support of a company invested in you for the long haul. So if you want to inspire a brighter work day for everyone including yourself youve found a match in Workday and we hope to be a match for you too.

About the Team

About the Role

As a Workday Financials (Record to Report) Functional Consultant Workday Success Plans you will work directly with customers post go-live to ensure they are fully leveraging their Workday Financials investment.

You will serve as a hands-on functional expert across Record to Report providing configuration guidance troubleshooting support and best-practice advisory services. This role blends deep Workday Financials configuration expertise with customer-facing consulting and enablement helping customers optimize accounting operations and period close processes.

This position is ideal for someone who enjoys working hands-on in the tenant partnering closely with customers and helping finance teams drive consistency control and insight through Workday.

Key Responsibilities:

Customer Consulting & Advisory

• Deliver appointment-based consulting engagements (e.g. Office Hours micro-consulting sessions) focused on Record to Report configuration and optimization

• Partner with customers to understand accounting close and reporting requirements and translate them into scalable Workday Financials solutions

• Provide design options configuration recommendations and best-practice guidance aligned to Workday standards and accounting principles

Configuration Security & Troubleshooting

• Configure review and optimize Workday Record to Report functionality including:

  • Financial Data Model (FDM)

  • Financial Accounting

  • Accounting Journals

  • Allocations

  • Consolidations

  • Intercompany Processing

  • Period Close

  • Multicurrency

  • Financial Statistics

• Configure and review Workday Financials security including domain security business process security and role-based access to support proper controls and segregation of duties

• Troubleshoot complex configuration security and data issues; identify root causes and recommend optimal solutions

• Perform configuration and business requirements reviews producing clear deliverables outlining findings risks and optimization opportunities

Customer Enablement & Adoption

• Design and deliver feature demonstrations Accelerator Webinars and enablement sessions focused on Record to Report processes

• Provide one-on-one consulting to accelerate adoption of accounting close and reporting features

• Conduct Feature Adoption Tenant Reviews to identify underutilized Record to Report functionality and define adoption plans

Thought Leadership & Continuous Learning

• Maintain up-to-date expertise in Workday Record to Report including new features roadmap items and security enhancements

• Stay current on accounting and close-related industry practices and regulatory considerations

• Contribute insights and feedback to help evolve Success Plans offerings and drive customer value

About You

Basic Qualifications (P4 / Senior)

• 5 years of hands-on Workday Financials Record to Report configuration experience

• 5 years of experience with Workday Financials and financial systems

• 3 years of customer-facing consulting or advisory experience supporting Record to Report processes

Basic Qualifications (P3 / Consultant)

• 3 years of hands-on Workday Financials Record to Report configuration experience including ownership of design build and optimization

• 3 years of experience working with Workday Financials and financial systems with a focus on accounting and close processes

• 1 years of customer-facing consulting experience advising on Record to Report configuration security and best practices

Additional Qualifications

• Workday Certification or ability to obtain a Workday Certification

• Ability to clearly explain complex Record to Report and security concepts to non-technical stakeholders

• Strong analytical and problem-solving skills

• Ability to manage multiple customer engagements and deliverables concurrently

• Excellent communication and stakeholder management skills

• Experience supporting large global enterprises with multi-entity and multi-currency accounting

• Ability to travel up to 20% based on customer and business needs

Workday Pay Transparency Statement

The annualized base salary ranges for the primary location and any additional locations are listed below. Workday pay ranges vary based on work location. As a part of the total compensation package this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus as well as annual refresh stock grants. Recruiters can share more detail during the hiring process. Each candidates compensation offer will be based on multiple factors including but not limited to geography experience skills job duties and business need among other things. For more information regarding Workdays comprehensive benefits please click here.

Our Approach to Flexible Work

With Flex Work were 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). This means youll have the freedom to create a flexible schedule that caters to your business team and personal needs while being intentional to make the most of time spent together. Those in our remote home office roles also have the opportunity to come together in our offices for important moments that matter.

Pursuant to applicable Fair Chance law Workday will consider for employment qualified applicants with arrest and conviction records.

Workday is an Equal Opportunity Employer including individuals with disabilities and protected veterans.

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