Sr. Technologist, Workday Finance Functional Analyst
Remote
Perm Role
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 entities.
This individual supports operations across financial management, spend management, financial planning, and analytics and reporting.
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 priorities.
- Executes Workday configuration and enhancements within established governance, design standards, and product roadmap priorities defined by the Director and Technology Product Management.
- Ensures all changes maintain system integrity, compliance, and alignment to enterprise finance processes.
- Operates within a product-based delivery model and participates in design reviews, raises risks, and ensures configurations align to approved standards.
Responsibilities:
Financial Management Configuration
- Configure and maintain the Workday Financial Management suite, including General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Projects, and Banking.
- Design, implement, and maintain business process frameworks, approval workflows, account posting rules, custom validations, and financial controls within Workday.
- Support chart of accounts maintenance, accounting period setup, journal entry rule updates, and financial close configurations.
- Document configuration changes and maintain up-to-date configuration workbooks, ensuring decisions align with internal control requirements and organizational policy.
- Configure solutions in alignment with approved design standards, governance controls, and roadmap priorities.
- Escalate design conflicts, risks, and control gaps.
Spend Management
- Configure and maintain Workday Spend Management, including procure-to-pay processes, strategic sourcing setups, supplier accounts, requisitions, purchase orders, change orders, expense reports, and contract management.
- Partner with Procurement and AP teams to troubleshoot and refine spend workflows and approval chain configurations.
- Support updates to spend thresholds, purchasing policies, and approval hierarchies within Workday as directed.
- Own supplier onboarding configuration and payment terms management in partnership with procurement and AP.
Financial Planning (Workday Adaptive Planning)
- Support configuration and ongoing maintenance of the Workday Adaptive Planning environment, including Financial Planning, Workforce Planning, Operational Planning, and Close and Consolidation.
- Work with FP&A users to implement planning requirements in Workday Adaptive, supporting budgeting, forecasting, workforce planning, and long-range scenario planning cycles.
- Contribute to end-user training materials and help drive adoption of best practices across the planning community.
Reporting &Analytics
- Gather reporting requirements from stakeholders and translate them into Workday-delivered solutions that align with organizational KPIs and financial metrics.
- Collaborate with the Workday Reporting & Analytics team to provide requirements for development.
- Ensure accuracy and integrity of Workday data; validate integration outputs and downstream impacts.
System Support & Continuous Improvement
- Serve as a first-line support resource for end-user issues related to financial transactions, business process errors, and Workday navigation across all supported modules.
- Lead user acceptance testing (UAT) for configuration changes, enhancements, and Workday semi-annual release updates affecting finance modules, documenting results and flagging issues.
- Validate that delivered functionality meets defined business outcomes and complies with control requirements.
- Contribute through analysis, execution, and validation within defined standards.
- Proactively develop Workday expertise through Workday Community resources, training opportunities, and on-the-job experience, and identify certification needs in partnership with organizational leaders.
- Act as a steward of system integrity by preventing non-compliant or uncontrolled configuration changes.
Requirements:
- 3–6 years of experience in financial systems, ERP administration, or a finance operations role; direct Workday Financials experience strongly preferred.
- Hands-on experience configuring or supporting Workday Financial Management and/or Workday Adaptive Planning.
- Foundational understanding of financial processes including the full accounting cycle, procure-to-pay, FP&A, and financial reporting.
- Strong analytical and critical thinking skills with high attention to detail and accuracy.
- Excellent communication skills with a customer-service orientation and the ability to work effectively across Finance, Accounting, and Procurement teams.
- Bachelor’s degree in Finance, Accounting, Information Systems, Business Administration, or a related field.
- 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.
Certifications:
- Workday Pro Certification in Financial Management (required).
- Workday Pro Platform Administrator Certification (highly preferred).
- Workday Pro Certification in Adaptive Planning (preferred).
