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Functional Consultant - Record to Report and Grants - Workday Success PlansWorkday • Chicago, IL, United States
Functional Consultant - Record to Report and Grants - Workday Success Plans

Functional Consultant - Record to Report and Grants - Workday Success Plans

Workday • Chicago, IL, United States
11 hours ago
Job type
  • Full-time
Job description

Workday Financials Expert

Your work days are brighter here.

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 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 microconsulting 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:

  • Financial Accounting
    • Accounting Journals
    • Allocations
    • Consolidations
    • Inter-company Processing
    • Period Close
    • Statistics
    • Multicurrency
  • Grants
    • Award Lifecycle
    • Award Budgets
    • Salary over the Cap
    • Award Billing

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 Customer Enablement 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:

  • 3 years of IT implementation experience
  • 3 years of experience with software consulting and deployment experiences including but not limited to PeopleSoft, SAP, Oracle, and/or JD Edwards
  • 1+ years of Workday Consulting experience or experience as a Workday SME at least one of the following, FDM, Record to Report, Grants

Additional Qualifications:

  • Workday Certification, or ability to certify in, at least one of the following: FDM, Record to Report, Grants
  • 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.
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Functional Consultant - Record to Report and Grants - Workday Success Plans • Chicago, IL, United States

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