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Senior Financial Functional Consultant - Accounting Center and Record to Report - Workday Success Plans
Job in
Chicago, Cook County, Illinois, 60602, USA
Listed on 2026-02-25
Listing for:
Workday, Inc.
Full Time
position Listed on 2026-02-25
Job specializations:
-
IT/Tech
Data Analyst, IT Consultant
Job Description & How to Apply Below
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 feature adoption, optimization, and measurable business outcomes across the Workday platform.
Within Success Plans, this role focuses on Workday Financials - Record to Report and Accounting Center. Our customers rely on us as trusted advisors to help configure, optimize, and extend their accounting and data orchestration processes-ensuring accurate accounting, strong controls, and efficient close and reporting outcomes.
We're collaborative, customer-obsessed, and passionate about solving real business problems with technology-while enjoying the work and the people we do it with.
About the Role
As a Workday Financials (Record to Report & Accounting Center) Functional Consultant - Workday Success Plans, you will work directly with customers post go-live to help them fully leverage their Workday Financials investment.
You will serve as a hands-on functional expert across Record to Report and Accounting Center, providing configuration guidance, troubleshooting support, and best-practice advisory services. This role combines deep Workday accounting expertise with customer-facing consulting and enablement, helping customers integrate operational data into Workday, streamline accounting processes, and improve financial visibility.
This role is ideal for someone who enjoys hands-on configuration, working closely with customers, and solving complex accounting and data integration challenges in a consulting environment.
Key Responsibilities
Customer Consulting & Advisory
* Deliver appointment-based consulting engagements (e.g., Office Hours, micro-consulting sessions) focused on Record to Report and Accounting Center configuration and optimization
* Partner with customers to understand accounting, data integration, and close requirements and translate them into scalable Workday solutions
* Provide configuration guidance, design options, and recommendations aligned to Workday and industry best practices
Configuration, Accounting Center & 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 Budgets and statistical accounting
* Configure and optimize Workday Accounting Center, including:
* Source system integration and data ingestion
* Accounting rules, transformations, and validations
* Event-driven accounting and accounting outputs to Workday Financials
* Troubleshoot complex configuration, data, and accounting issues across Record to Report and Accounting Center
* Perform configuration and business requirements reviews and produce 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 and Accounting Center use cases
* Provide one-on-one consulting to accelerate adoption of accounting, close, and Accounting Center capabilities
* Conduct Feature Adoption Tenant Reviews to identify underutilized functionality and define adoption and optimization plans
Thought Leadership & Continuous Learning
* Maintain up-to-date expertise in Workday Record to Report and Accounting Center, including new features and roadmap
* Stay current on accounting, close, and data orchestration industry practices and trends
* Contribute insights and feedback to help evolve Success Plans programs and services
About You
Basic Qualifications (P5 / Principal)
* 8+ years of hands-on Workday Financials configuration experience across Record to Report
* 8+…
Position Requirements
10+ Years
work experience
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