Senior Financial Consultant - Record to Report with Security - Workday Success Plans

About the Role

As a Workday Financials (Record to Report) Functional Consultant – Workday Success Plans, you will work directly with customers post go-live to ensure they are fully leveraging their Workday Financials investment.

You will serve as a hands-on functional expert across Record to Report, providing configuration guidance, troubleshooting support, and best-practice advisory services. This role blends deep Workday Financials configuration expertise with customer-facing consulting and enablement, helping customers optimize accounting operations and period close processes.

This position is ideal for someone who enjoys working hands-on in the tenant, partnering closely with customers, and helping finance teams drive consistency, control, and insight through Workday.

Key Responsibilities:

Customer Consulting & Advisory

• Deliver appointment-based consulting engagements (e.g., Office Hours, micro-consulting sessions) focused on Record to Report configuration and optimization

• Partner with customers to understand accounting, close, and reporting requirements and translate them into scalable Workday Financials solutions

• Provide design options, configuration recommendations, and best-practice guidance aligned to Workday standards and accounting principles

Configuration, Security & Troubleshooting

• Configure, review, and optimize Workday Record to Report functionality, including:

  Financial Data Model (FDM)

  Financial Accounting

  Accounting Journals

  Allocations

  Consolidations

  Intercompany Processing

  Period Close

  Multicurrency

  Financial Statistics

• Configure and review Workday Financials security, including domain security, business process security, and role-based access to support proper controls and segregation of duties

• Troubleshoot complex configuration, security, and data issues; identify root causes and recommend optimal solutions

• Perform configuration and business requirements reviews, producing clear deliverables outlining findings, risks, and optimization opportunities

Customer Enablement & Adoption

• Design and deliver feature demonstrations, Accelerator Webinars, and enablement sessions focused on Record to Report processes

• Provide one-on-one consulting to accelerate adoption of accounting, close, and reporting features

• Conduct Feature Adoption Tenant Reviews to identify underutilized Record to Report functionality and define adoption plans

Thought Leadership & Continuous Learning

• Maintain up-to-date expertise in Workday Record to Report, including new features, roadmap items, and security enhancements

• Stay current on accounting and close-related industry practices and regulatory considerations

• Contribute insights and feedback to help evolve Success Plans offerings and drive customer value

About You

Basic Qualifications (P4 / Senior)

• 5+ years of hands-on Workday Financials Record to Report configuration experience

• 5+ years of experience with Workday Financials and financial systems

• 3+ years of customer-facing consulting or advisory experience supporting Record to Report processes

Basic Qualifications (P3 / Consultant)

• 3+ years of hands-on Workday Financials Record to Report configuration experience, including ownership of design, build, and optimization

• 3+ years of experience working with Workday Financials and financial systems, with a focus on accounting and close processes

• 1+ years of customer-facing consulting experience advising on Record to Report configuration, security, and best practices

Additional Qualifications

• Workday Certification or ability to obtain a Workday Certification

• Ability to clearly explain complex Record to Report and security concepts to non-technical stakeholders

• Strong analytical and problem-solving skills

• Ability to manage multiple customer engagements and deliverables concurrently

• Excellent communication and stakeholder management skills

• Experience supporting large, global enterprises with multi-entity and multi-currency accounting

• Ability to travel up to 20%, based on customer and business needs

Workday Pay Transparency Statement

The annualized base salary ranges for the primary location and any additional locations are listed below. Workday pay ranges vary based on work location. As a part of the total compensation package, this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants. Recruiters can share more detail during the hiring process. Each candidate’s compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. For more information regarding Workday’s comprehensive benefits, please .

Primary Location: USA.GA.AtlantaPrimary Location Base Pay Range: $122,800 USD - $184,200 USDAdditional US Location(s) Base Pay Range: $111,000 USD - $197,300 USD

Additional Considerations:

If performed in Colorado, the pay range for this job is $117,000 - $175,400 USD based on min and max pay range for that role if performed in CO.

The application deadline for this role is the same as the posting end date stated as below:

03/31/2026