Sr. Technologist, Workday Finance Functional Analyst
Hybrid (onsite in Texas)
Summary:
The Workday Finance Systems Analyst is a functional role within the Workday Center of Excellence (COE), responsible for the day-to-day configuration, maintenance, and optimization of the organization’s Workday Financials platform
.
This role supports our client’s enterprise-wide Workday Financials environment across all operational entitie
s.
This individual supports operations across financial management, spend management, financial planning, and analytics and reporti
ng.
Working closely with Accounting, Finance, FP&A, Procurement, and other financial stakeholders, the Analyst ensures the platform is accurately configured, end users are supported, and continuous improvements are delivered in alignment with organizational priorit
- ies.Executes Workday configuration and enhancements within established governance, design standards, and product roadmap priorities defined by the Director and Technology Product Managem
- ent.Ensures all changes maintain system integrity, compliance, and alignment to enterprise finance proces
- ses.Operates within a product-based delivery model and participates in design reviews, raises risks, and ensures configurations align to approved standa
rds.Responsibilit
ies:
Financial Management Configur
- ationConfigure and maintain the Workday Financial Management suite, including General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Projects, and Ban
- king.Design, implement, and maintain business process frameworks, approval workflows, account posting rules, custom validations, and financial controls within Wor
- kday.Support chart of accounts maintenance, accounting period setup, journal entry rule updates, and financial close configurat
- ions.Document configuration changes and maintain up-to-date configuration workbooks, ensuring decisions align with internal control requirements and organizational po
- licy.Configure solutions in alignment with approved design standards, governance controls, and roadmap priori
- ties.Escalate design conflicts, risks, and control
gaps.Spend Manag
- ementConfigure and maintain Workday Spend Management, including procure-to-pay processes, strategic sourcing setups, supplier accounts, requisitions, purchase orders, change orders, expense reports, and contract manage
- ment.Partner with Procurement and AP teams to troubleshoot and refine spend workflows and approval chain configurat
- ions.Support updates to spend thresholds, purchasing policies, and approval hierarchies within Workday as dire
- cted.Own supplier onboarding configuration and payment terms management in partnership with procurement an
d AP.Financial Planning (Workday Adaptive Plan
- ning)Support configuration and ongoing maintenance of the Workday Adaptive Planning environment, including Financial Planning, Workforce Planning, Operational Planning, and Close and Consolida
- tion.Work with FP&A users to implement planning requirements in Workday Adaptive, supporting budgeting, forecasting, workforce planning, and long-range scenario planning cy
- cles.Contribute to end-user training materials and help drive adoption of best practices across the planning commu
nity.Reporting &Anal
- yticsGather reporting requirements from stakeholders and translate them into Workday-delivered solutions that align with organizational KPIs and financial met
- rics.Collaborate with the Workday Reporting & Analytics team to provide requirements for develop
- ment.Ensure accuracy and integrity of Workday data; validate integration outputs and downstream imp
acts.System Support & Continuous Improv
- ementServe as a first-line support resource for end-user issues related to financial transactions, business process errors, and Workday navigation across all supported mod
- ules.Lead user acceptance testing (UAT) for configuration changes, enhancements, and Workday semi-annual release updates affecting finance modules, documenting results and flagging is
- sues.Validate that delivered functionality meets defined business outcomes and complies with control requirem
- ents.Contribute through analysis, execution, and validation within defined stand
- ards.Proactively develop Workday expertise through Workday Community resources, training opportunities, and on-the-job experience, and identify certification needs in partnership with organizational lea
- ders.Act as a steward of system integrity by preventing non-compliant or uncontrolled configuration cha
nges.Requirem
- ents:3–6 years of experience in financial systems, ERP administration, or a finance operations role; direct Workday Financials experience strongly prefe
- rred.Hands-on experience configuring or supporting Workday Financial Management and/or Workday Adaptive Plan
- ning.Foundational understanding of financial processes including the full accounting cycle, procure-to-pay, FP&A, and financial repor
- ting.Strong analytical and critical thinking skills with high attention to detail and accu
- racy.Excellent communication skills with a customer-service orientation and the ability to work effectively across Finance, Accounting, and Procurement t
- eams.Bachelor’s degree in Finance, Accounting, Information Systems, Business Administration, or a related f
- ield.Position requires little to moderate physical activity. Handling of average weight objects up to 15 pounds; occasional standing or walking; frequently at a keyboard, workstation, or
desk.Certificat
- ions:Workday Pro Certification in Financial Management (requi
- red).Workday Pro Platform Administrator Certification (highly prefer
- red).Workday Pro Certification in Adaptive Planning (prefer
red).