We’re 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, we’re shaping the future of work so teams can reach their potential and focus on what matters most. The minute you join, you’ll 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. We’re 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 you're building smarter solutions, supporting customers, or creating a space where everyone belongs, you’ll do meaningful work with Workmates who’ve got your back. In return, we’ll 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, you’ve found a match in Workday, and we hope to be a match for you too.
About the Team
The Workday Success Plans team works directly with customers through targeted micro-consulting engagements to help them get the most out of their Workday investment. Our mission is to serve as trusted Workday advisors, guiding customers through how-to questions, configuration challenges, feature demonstrations, and best-practice guidance — all with the goal of helping them translate their business needs into real results using the Workday platform.
Our team of professionals brings a broad and deep understanding of Workday, and we take genuine pride in helping customers solve problems, discover new features, and unlock greater value across their Workday environment. In the year ahead, this team will continue to expand its focus on Financial Reporting, Workday Prism Analytics, and Workday Accounting Center — helping customers turn complex accounting requirements and external data sources into actionable insights and unified dashboards.
What makes this team special is the variety and pace of the work. No two engagements are quite the same, and you will constantly be learning — whether it is a new product feature, a creative customer use case, or an emerging industry practice. 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, the Workday Success Plans team is the place for you.
About the Role
As a Workday Success Plans Consultant specializing in Financial Reporting
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you will serve as a subject matter expert, helping customers translate complex financial requirements into well-designed Workday solutions. You will act as a trusted advisor across a diverse set of micro-consulting engagements, ensuring customers get the guidance they need to optimize their use of Workday Financial Reporting, Prism Analytics, and Accounting Center.
In this role, you will be responsible for:
- Designing, building, and troubleshooting complex Workday Financial reports, including Composite, Matrix, and Advanced reports (e.g., P&L, Balance Sheet, Trial Balance, and Cash Flow)
- Guiding customers on how to ingest, prepare, and blend high volumes of external operational data with core Workday financial data using Workday Prism Analytics
- Advising on the configuration of Workday Accounting Center to transform external business events into detailed accounting journal entries and subledgers
- Designing and troubleshooting Prism data pipelines, datasets, and calculated fields to support advanced variance analysis, trended P&L reporting, and unified dashboards
- Advising customers on financial reporting best practices, including the impact of Chart of Accounts design, custom organizations, and worktags on reporting outcomes
- Delivering customer presentations on how to use Workday features to achieve business goals, including Accelerator Webinars and Feature Accelerator sessions focused on financial dashboards, Prism integrations, and Accounting Center rules
- Reviewing customer tenants to identify adoption opportunities through Feature Adoption Tenant Reviews
- Performing configuration and business requirements reviews with detailed deliverables highlighting opportunities for optimization
- Providing one-on-one customer configuration designs and supporting full feature deployments
- Maintaining product expertise and Workday Certification(s) while staying current with the Workday roadmap and industry practices
- Helping drive the creation of new programs to accelerate customer feature adoption
This role may require up to 20% travel.
Basic Qualifications
- 8+ years of IT implementation experience
- 8+ years of experience with HR and/or Finance systems, including but not limited to Workday, PeopleSoft, SAP, Oracle, and/or JD Edwards
- 2+ years of software consulting experience
- Experience gathering financial requirements and building complex financial reports for finance teams (Controllers, FP&A, and similar audiences)
- Hands-on experience with data integration, data modeling, or building data pipelines (ETL processes) to support financial analytics
Other Qualifications
- Experienced in building and maintaining trusted customer relationships, with the ability to understand client needs, provide thoughtful guidance, and ensure a positive experience across every engagement
- Excellent verbal and written communication skills, with the ability to adapt your style to different audiences — from technical teams to finance leaders — and clearly articulate complex Workday concepts in an approachable way
- Ability to understand and connect concepts across multiple Workday functional areas, including Financial Reporting, Prism Analytics, and Accounting Center, to deliver holistic guidance to customers
- Workday Certification in at least one of the following is ideal: Reporting, Composite Reporting, Record to Report, Prism Analytics, or Accounting Center. Familiarity with Workday Prism architecture, including table structures, data transformations, and security alignment across internal and external data sets
- Skilled in delivering clear, engaging presentations and product demonstrations to customer audiences, with the ability to present complex information in a compelling manner that helps customers understand and adopt Workday features
- Ability to collaborate effectively across teams and departments, bringing diverse perspectives together to deliver the best outcomes for customers
- Understanding of software implementation methodologies and best practices, with the ability to guide customers through configuration design and feature deployment in a structured and repeatable way
- Ability to manage multiple engagements and deliverables simultaneously, prioritizing effectively to deliver high-quality results on time
- Willingness to share knowledge and expertise with team members, helping to develop the broader team's capabilities and contributing to a culture of continuous learning
- Ability to take ownership of engagements and guide customers and internal teams toward successful outcomes, demonstrating initiative and accountability
- Skilled in leading discussions, workshops, and discovery sessions with customers to identify needs, align on solutions, and drive productive outcomes
- Ability to understand complex, technical process issues and facilitate collaborative problem-solving across customer and internal teams to arrive at the best solution
- Ability to navigate differing viewpoints and address customer concerns in a professional manner, finding constructive paths forward that maintain trust and collaboration
- Understanding of accounting principles and financial processes (General Ledger, Procurement, Expenses, Business Assets) to ensure reports and configurations are accurate
- Ability to gain a thorough understanding of Workday concepts as new features are released
- Proficiency in English, both verbal and written
- Bachelor's degree in Accounting, Finance, Information Systems, or relevant work experience. 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.
Workday is committed to providing reasonable accommodations for qualified individuals during our application process, in order to perform one or more essential functions of their job, as well as regarding the use of AI tools for employment decision-making to any degree. Please see below for more details including how to request an accommodation as a qualified veteran, due to a disability or for religious reasons, or as otherwise provided under applicable law.
Workday prohibits taking adverse action against any candidate or employee for reporting a possible violation of this policy, requesting one or more work accommodations, exercising a privacy right, or cooperating in an investigation in accordance with applicable law. Any employee who retaliates against a candidate or employee for doing so may be subject to disciplinary action, up to and including termination of employment, to the fullest extent allowable under applicable law.
If you require a reasonable accommodation, you may email accommodations@workday.com, as far in advance as possible.
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