Principal Workday Financials Consultant (FDM/R2R)

ERP Analysts, Inc
United States
16 days ago
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Role details

Contract type
Permanent contract
Employment type
Full-time (> 32 hours)
Experience level
Expert
Experience required
5 years minimum
Working hours
Regular working hours

Tech stack

System Configuration Workday Financials Workday Security Information Technology Workday Custom Reports

Job description

It’s fun to work in a company where people truly BELIEVE in what they’re doing!We’re committed to bringing passion and customer focus to the business.Position Summary:Principal Consultant will be responsible for ensuring successful production support (post go-live) and ongoing optimization for Workday Financials, focusing heavily on the Financial Data Model (FDM) and Record to Report (R2R) processes. Consultants in this role should be comfortable troubleshooting complex financial transactions, managing ledger structures, navigating Workday security, and building advanced custom reports and calculated fields. This role will actively contribute to the growth and development of ERPA’s Workday Financials AMS practice, showcasing innovation and strategic thinking to solidify ERPA as a premier Workday partner of choice.Key Responsibilities:Act as a lead Financials consultant on multiple client engagements with limited directionUnderstand client financial business requirements and provide strategic guidance throughout design, configure and prototype, testing, and move to Production effortsSupport clients through complex financial annual events, fiscal year-end close, and periodic reporting cycles as neededPartner with Engagement Managers to keep them informed of project status, scope changes, and financial milestone trackingCollaborate with cross-functional counterparts across technical and functional domains to ensure clear lines of communication and project alignmentAccurately maintain project forecasts and time allocations in a timely mannerAssist Sales team with orals, system demos, and Level of Effort (LOE) estimates for Workday Financials opportunitiesStay up to date on industry accounting standards, Workday Financials biannual enhancements, and best practices to advise clients effectivelyProvide exceptional customer service to build lasting, trusted relationships with finance and accounting leadershipExperience and Education Requirements:Minimum of 5 years of hands-on configuration experience within Workday Financials, with a primary focus on Financial Accounting (FDM - Financial Data Model) or Record to Report (R2R)Proven track record of supporting or leading post-production, AMS, or implementation projects for Workday Financials clientsDeep expertise in Workday FDM design, journal entries, ledger setup, business processes, and financial reportingStrong understanding of Workday Financials security framework, custom reports, and calculated fieldsBachelor’s degree in Accounting, Finance, Information Technology, or a related field (or equivalent professional experience)Active Workday Financials certification preferredExcellent communication, client-facing, and problem-solving skills with the ability to manage multiple client engagements simultaneouslyNothing in this job description restricts management’s right to assign or reassign duties and responsibilities of this job. Applicants are considered for all positions in accordance with statutes and regulations concerning non-discrimination on the basis of race, ancestry, age, color, religion, sex, national origin, sexual orientation, gender identity, non-disqualifying disability, veteran status, or other protected classification. ERPA is an equal opportunity employer, as well as a substance and tobacco free workplace. All offers of employment are contingent on successfully passing the pre-employment drug screen and background investigation which may include reference checks, criminal background investigation, and when applicable licensing verification. Applicants must be legally authorized to work in the United States on a full-time basis. We will not consider any applicants that require sponsorship for employment visa status either now or in the future.If you like wild growth and working with happy, enthusiastic over-achievers, you’ll enjoy your career with us!Notice: We use E-Verify to confirm the identity and employment eligibility of all new hires. It’s fun to work in a company where people truly BELIEVE in what they’re doing!We’re committed to bringing passion and customer focus to the business.Position Summary:Principal Consultant will be responsible for ensuring successful production support (post go-live) and ongoing optimization for Workday Financials, focusing heavily on the Financial Data Model (FDM) and Record to Report (R2R) processes. Consultants in this role should be comfortable troubleshooting complex financial transactions, managing ledger structures, navigating Workday security, and building advanced custom reports and calculated fields. This role will actively contribute to the growth and development of ERPA’s Workday Financials AMS practice, showcasing innovation and strategic thinking to solidify ERPA as a premier Workday partner of choice.Key Responsibilities:Act as a lead Financials consultant on multiple client engagements with limited directionUnderstand client financial business requirements and provide strategic guidance throughout design, configure and prototype, testing, and move to Production effortsSupport clients through complex financial annual events, fiscal year-end close, and periodic reporting cycles as neededPartner with Engagement Managers to keep them informed of project status, scope changes, and financial milestone trackingCollaborate with cross-functional counterparts across technical and functional domains to ensure clear lines of communication and project alignmentAccurately maintain project forecasts and time allocations in a timely mannerAssist Sales team with orals, system demos, and Level of Effort (LOE) estimates for Workday Financials opportunitiesStay up to date on industry accounting standards, Workday Financials biannual enhancements, and best practices to advise clients effectivelyProvide exceptional customer service to build lasting, trusted relationships with finance and accounting leadershipExperience and Education Requirements:Minimum of 5 years of hands-on configuration experience within Workday Financials, with a primary focus on Financial Accounting (FDM - Financial Data Model) or Record to Report (R2R)Proven track record of supporting or leading post-production, AMS, or implementation projects for Workday Financials clientsDeep expertise in Workday FDM design, journal entries, ledger setup, business processes, and financial reportingStrong understanding of Workday Financials security framework, custom reports, and calculated fieldsBachelor’s degree in Accounting, Finance, Information Technology, or a related field (or equivalent professional experience)Active Workday Financials certification preferredExcellent communication, client-facing, and problem-solving skills with the ability to manage multiple client engagements simultaneouslyNothing in this job description restricts management’s right to assign or reassign duties and responsibilities of this job. Applicants are considered for all positions in accordance with statutes and regulations concerning non-discrimination on the basis of race, ancestry, age, color, religion, sex, national origin, sexual orientation, gender identity, non-disqualifying disability, veteran status, or other protected classification. ERPA is an equal opportunity employer, as well as a substance and tobacco free workplace. All offers of employment are contingent on successfully passing the pre-employment drug screen and background investigation which may include reference checks, criminal background investigation, and when applicable licensing verification. Applicants must be legally authorized to work in the United States on a full-time basis. We will not consider any applicants that require sponsorship for employment visa status either now or in the future.If you like wild growth and working with happy, enthusiastic over-achievers, you’ll enjoy your career with us!Notice: We use E-Verify to confirm the identity and employment eligibility of all new hires.

Requirements

  • Minimum of 5 years of hands-on configuration experience within Workday Financials, with a primary focus on Financial Accounting (FDM - Financial Data Model) or Record to Report (R2R)
  • Proven track record of supporting or leading post-production, AMS, or implementation projects for Workday Financials clients
  • Deep expertise in Workday FDM design, journal entries, ledger setup, business processes, and financial reporting
  • Strong understanding of Workday Financials security framework, custom reports, and calculated fields
  • Bachelor’s degree in Accounting, Finance, Information Technology, or a related field (or equivalent professional experience)
  • Active Workday Financials certification preferred
  • Excellent communication, client-facing, and problem-solving skills with the ability to manage multiple client engagements simultaneously

About the company

ERPA is an equal opportunity employer, as well as a substance and tobacco free workplace. All offers of employment are contingent on successfully passing the pre-employment drug screen and background investigation which may include reference checks, criminal background investigation, and when applicable licensing verification.

Applicants must be legally authorized to work in the United States on a full-time basis. We will not consider any applicants that require sponsorship for employment visa status either now or in the future.

If you like wild growth and working with happy, enthusiastic over-achievers, you’ll enjoy your career with us!

Notice: We use E-Verify to confirm the identity and employment eligibility of all new hires.

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