Senior Workday Success Plans Consultant (Financial Reporting & Prism Analytics)

About the Role

As a Workday Success Plans Consultant specializing in Financial Reporting and Prism Analytics, 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.

About You

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