Workday Financials Consultant (FDM & Record to Report)

POSITION SUMMARY

The Workday Financials Consultant – Foundation Data Model (FDM) and Record to Report (R2R) partners with clients to design, implement, and optimize Workday Financial Management solutions. This role focuses on foundational financial structures, accounting configuration, and core record-to-report processes, ensuring scalable, compliant, and efficient financial operations aligned with Workday best practices.

ESSENTIAL FUNCTIONS

• Collaborate with clients to understand financial policies, reporting requirements, and accounting structures.

• Design and configure Workday Foundation Data Model components including worktags, ledgers, fiscal calendars, and organizations.

• Configure and support Record to Report processes such as journals, accounting postings, allocations, close activities, and reconciliations.

• Serve as a functional expert and trusted advisor on Workday Financials, FDM, and accounting best practices.

• Support end-to-end Workday Financials implementations including design, configuration, testing, and deployment.

• Lead and support testing activities including unit testing, end-to-end testing, and user acceptance testing.

• Partner with cross-functional teams (Payroll, HCM, Grants, Procurement) to ensure accurate financial integration and accounting.

• Develop and deliver client documentation, training materials, and knowledge transfer sessions.

• Provide post-go-live support, troubleshooting, and continuous system optimization.

• Stay current with Workday Financials releases, FDM enhancements, and regulatory or accounting impacts.

COMPETENCIES

Achievement Orientation, Adaptability, Attention to Detail, Client Focus, Collaboration, Problem Solving, and Technical Knowledge in Workday Financial Management.

QUALIFICATIONS

• Bachelor’s degree in Accounting, Finance, Business, or a related field.

• 3+ years of experience implementing or supporting Workday Financial Management.

• Hands-on experience with Foundation Data Model and Record to Report configuration required.

• Workday Financials certification(s) in FDM and/or Record to Report required.

• Strong understanding of accounting principles, financial controls, and reporting structures.

• Ability to communicate effectively with finance, accounting, and technical stakeholders.

• Consulting or client-facing experience preferred.

• Willingness to travel 10–20% based on client needs.