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

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 Team

The Workday Success Plans Team is dedicated to helping customers realize ongoing value from their Workday Financials applications after go-live. We design and deliver targeted programs that drive adoption, optimization, and measurable business outcomes across the Workday platform.

Within Success Plans, this role focuses on Workday Financials – Record to Report. Our customers rely on us as trusted advisors to help configure, optimize, and extend their core accounting and close processes, ensuring accuracy, compliance, and efficiency across the financial lifecycle.

We’re collaborative, customer-focused, and passionate about solving real business problems with technology—while having fun and learning along the way.

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 enh