Senior Consultant - Workday Financials Reporting

Overview

This role is part of the organization’s Workday ERP Services practice. As a Senior Consultant, Workday Financials Reporting, you will partner with client finance teams to design and deliver financial and management reporting in Workday. You will translate accounting and business requirements into reporting solutions that support month-end close activities and client decision-making.

Responsibilities

Reporting & Delivery

• Design and build financial statements and management reports using Workday composite and matrix reports
• Build custom reports, calculated fields, and dashboards for finance users
• Support month-end close reporting and reconciliations with client accounting teams
• Configure reporting security and train client report writers
• Lead foundation alignment and customer confirmation sessions for reporting design
• Develop test scenarios and validate reports against client-approved requirements and source data
• Support projects through all phases of Workday’s launch methodology (plan, architect & configure, test, deploy)

Client Service

• Present and facilitate meetings with user and manager-level stakeholders
• Provide professional client service, adjusting the approach to each engagement
• Respond to client requests using established methods and escalation processes, and document meetings and education sessions
• Produce high-quality deliverables and documentation throughout engagements

Practice Contribution

• Contribute to templates, standards, and best practices for Workday Financials offerings
• Support new offering development with reporting expertise
• Support sales efforts by providing reporting input for scoping and demos
• Take on ad hoc projects and initiatives as needed

Requirements

• Bachelor’s degree in Accounting, Finance, or Accounting Information Systems
• Understanding of financial statements, GAAP, and the month-end close process
• Minimum of 3 years of Workday experience as a consultant or hands-on administrator, including at least one full-lifecycle Financials implementation
• Active Workday Financials and/or Advanced Reporting certification, or equivalent hands-on experience with Workday Financials reporting. Candidates without certification are expected to obtain it within 6 months of hire
• Hands-on experience with composite reports, matrix reports, and calculated fields in Workday
• Strong written and verbal communication skills
• Ability to adapt well to change and new processes
• Strong attention to detail, with the ability to manage multiple priorities and deadlines
• Collaboration skills; ability to share knowledge and work effectively with all levels of an organization
• Proficiency with Microsoft Office, especially Excel

Preferred Qualifications

• Active Workday Financials and Advanced Reporting certifications, plus additional Workday certifications (e.g., Procure to Pay, Assets, Projects, Adaptive Planning, Prism Analytics, Accounting Center)
• Relevant professional certifications (e.g., CPA)
• Public accounting or audit background
• Healthcare industry experience
• Exposure to pre-sales or scoping activities

Compensation & Benefits

• Information not provided in the job description.

Location

• Travel up to 50% of the time.