Sr Financial Consultant (Business Assets, Banking, Settlement, Expenses) - Workday Success Plans

About the Team

The Workday Success Plans Team are all about our customers and their post Go-Live journey - we create programs to help them drive business value from their Workday applications. The team is responsible for delivering a variety of programs and services to our customers ranging from feature demonstrations to full feature deployments.

At Workday, we help the world’s largest organizations adapt to what’s next by bringing finance, HR, and planning into a single enterprise cloud. We work hard, and we’re serious about what we do. But we like to have fun, too! We put people first, celebrate diversity, drive innovation, and do good in the communities where we live and work.

About the Role

Would you enjoy learning new things in a fast paced environment? Do you have an appetite for variety and challenging business problems to solve? Are you a great communicator who can clearly articulate and demonstrate the value of Workday solutions to our customers? The Workday Success Plans team works directly with customers through targeted micro-consulting engagements to help solve their business needs using the Workday application. Responsible for acting as a trusted Workday advisor, you will have the opportunity to assist customers with how-to questions, troubleshoot and guide customers through configuration, and provide feature demonstrations. As a Workday Financials Expert, customers will benefit from your knowledge as you share your experience, identify key considerations, and highlight standard methodologies.

Our team of professionals have a broad and deep understanding of Workday Financials. In this position we are looking for expertise in the following:

• Expenses
  • Expense Policies
  • Payment Elections
  • Procurement Cards
  • Payment Authorizations
• Business Assets
  • Asset Tracking
  • Depreciation
  • Leased Assets
  • Multibook Asset Accounting
• Banking & Settlement
  • Settlement Runs
  • First Notice Rules
  • Cash Forecasting
  • Bank Reconciliation
  • Ad Hoc Bank Transactions

So if you are passionate about the value technology can bring to an organization, love learning and want to work directly with some of the greatest companies on the planet, bring your energy and teamwork to the Workday Success Plans team!

Primary responsibilities of this role include delivering various services to Workday Success Plans customers. To be successful, this requires:

• Conducting research to ensure understanding of customer questions and related Workday concepts.
• Delivering small scope consulting in response to customer requests; providing configuration guidance, demonstrations, considerations, tips & tricks.
• Troubleshooting product configuration to resolve or provide optimal product configuration to meet customer business requirements.
• Clearly and effectively communicating responses and value to customers.
• Creating and delivering customer presentations on how to use Workday features to achieve business goals (Accelerator Webinars).
• Providing one-on-one consulting guidance to accelerate customer feature adoption (Feature Accelerator).
• Reviewing customer tenants to identify adoption opportunities (Feature Adoption Tenant Reviews).
• Completing and maintaining product expertise and Workday Certification(s) along with familiarity with Workday roadmap.
• Keeping up to date with industry practices and the ability to engage with our customers on those topics.
• Helping drive the creation of new programs to drive customer feature adoption.

In addition to delivering Workday Success Plans services, our Workday professionals will also deliver other services, such as:

• Office Hours to conduct appointment-based consulting engagements providing guidance and product expertise to customers
• Perform configuration and business requirements reviews with a detailed deliverable calling out opportunities for optimization
• Provide one-on-one customer configuration designs
• Deployments including full deployment of Workday features

About You

Basic Qualifications:

• 5 + years of implementation experience
• 5 + years of experience with Workday deployments and financials systems
• 3+ years of software consulting experience
• Fluent in one of the following languages: French, Spanish, Italian or German

Additional Qualifications:

• Workday Certification in the following: Banking and Settlement, Expenses, Business Assets.
• Ability to gain a thorough understanding of Workday concepts as new features are released
• Ability to distill complex concepts into understandable presentations for our customers
• Ability to multitask and work on multiple engagements and deliverables simultaneously
• Strong critical thinking skills so as to understand complex, technical process issues and facilitate/influence decision making
• Excellent verbal and written communication skills
• Ability to travel up to 20%
• Bachelor’s degree or relevant work experience required. Advanced degree preferred.

Our Approach to 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). This means you’ll 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.

Are you being referred to one of our roles? If so, ask your connection at Workday about our Employee Referral process!

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