Associate - Technology (Workday Financials)

PJT Partners, Inc; City of Rochester (NY); On-site; USD 95,000 - 120,000; Full time

Job summary

PJT Partners, Inc. is seeking a Workday Financials specialist to provide production support and drive configuration across AP, GL, and expenses in a dynamic, client-focused environment.

You will collaborate closely with Finance and cross-functional teams to implement secure, scalable Workday configurations and reporting. This role is based in New York with potential for ongoing optimization and automation benefits.

Qualifications

• Bachelor's degree or higher in Business, IT, Finance or related field.
• 3–4 years of experience with Workday Financials and hands-on configuration in AP, Contracts to Cash, General Ledger and Expenses.
• Experience configuring Workday business processes with approval routing and conditional logic.
• Knowledge of Workday security policies, including domain policies and security configurations.
• Strong Workday Report Writer skills with calculated fields and advanced reports.
• Experience providing production support in a live Workday tenant, incident triage and root-cause analysis.

Responsibilities

• Provide day-to-day production support for Workday Financials, triaging, diagnosing and resolving configuration or data issues.
• Support Workday Financials-related projects from planning through execution, ensuring alignment with business goals and timelines.
• Manage configuration, testing and deployment of updates across Workday Financials modules (Accounting, Procurement, AP, Expenses, Projects) and security administration.
• Support Financials platform roll-out within finance, accounting and procurement teams.
• Design and maintain business process configurations across Financials workstreams (approval chains, routing, notifications).
• Configure and maintain security policies, access reviews and audit/compliance requests.
• Build and maintain reports, calculations and dashboards with Workday Report Writer, translating needs into scalable designs.
• Collaborate with Finance and cross-functional teams to understand business needs and design effective Workday Financials solutions.
• Support integrations between Workday Financials and other enterprise systems (banking, expense tools, procurement).
• Support Workday release readiness, review new features, test impacted areas and coordinate changes with stakeholders.
• Stay current on Workday AI/automation capabilities and identify opportunities to apply them.

Skills

Workday Financials

Configuration

Incident triage

Communication

Problem solving

Cross-functional teamwork

Prioritization

Education

Bachelor's degree in Business Administration, Information Technology, Finance or related

Tools

Workday Report Writer

Job description

PJT Partners is a global advisory-focused investment bank. Our team of senior professionals delivers a wide array of strategic advisory, shareholder advisory, restructuring and special situations and private fund advisory and placement services to corporations, financial sponsors, institutional investors and governments around the world. We offer a unique portfolio of advisory services designed to help our clients achieve their strategic objectives. We also provide, through PJT Park Hill, private fund advisory and fundraising services for alternative investment managers, including private equity funds, real estate funds and hedge funds. From the beginning, PJT Partners has firmly believed that having the best people is key to building an enduring franchise. Our perspective was, and remains, that a great team brings in both top tier clients and appeals to a wide-range of diverse, talented colleagues. Fostering an inclusive culture, which welcomes differing perspectives and beliefs, enables us to provide the best advice and insights to our clients. To learn more about PJT Partners, please visit our website at www.pjtpartners.com.

Responsibilities

• Provide day-to-day production support for Workday Financials, triaging, diagnosing and resolving configuration or data issues
• Support Workday Financials-related projects from planning through execution, ensuring alignment with business goals and timelines
• Manage configuration, testing and deployment of updates across Workday Financials modules such as Financial Accounting, Procurement, Accounts Payable, Expenses and Projects, including business process configuration and security administration
• Support Financials platform roll-out within various business verticals, including finance, accounting and procurement teams
• Design, build and maintain business process configuration across Financials workstreams, including approval chains, conditional routing and notifications
• Configure and maintain domain and business process security policies, supporting security group assignments, access reviews and audit and compliance requests
• Build and maintain custom reports, calculated fields and dashboards using Workday Report Writer, partnering with Finance to translate reporting requirements into scalable designs
• Partner with Finance, Accounting and other cross-functional teams to understand business needs and support the design of effective Workday Financials solutions
• Support integration efforts between Workday Financials and other enterprise systems (e.g. banking platforms, expense management tools, procurement vendors), helping ensure smooth data flow and operational continuity
• Support Workday release readiness activities, including reviewing new features ahead of Workday's semi-annual updates, testing impacted areas and coordinating changes with Finance stakeholders
• Stay current on Workday's evolving AI and automation capabilities, and help identify opportunities to apply them to Financials processes and reporting
• Help monitor day-to-day user experience and platform performance for Workday Financials, flagging issues and supporting resolution, and escalating and coordinating with Workday support or third-party consultants as needed

Qualifications

• Bachelor's degree in Business Administration, Information Technology, Finance or a Business-related degree
• 3-4 years of experience with Workday Financials, with hands-on configuration exposure to Accounts Payable, Contracts to Cash, General Ledger and Expense
• Demonstrated experience configuring Workday business processes, including approval routing and conditional logic
• Working knowledge of Workday security, including domain security policies, business process security policies and security group configuration
• Strong Workday Report Writer skills, including calculated fields and advanced/matrix reports
• Experience providing production support in a live Workday tenant, including incident triage and root cause analysis
• Strong written, verbal and communication skills with the demonstrated ability to collaborate with multiple stakeholders
• Excellent problem-solving skills and the ability to troubleshoot complex issues
• Ability to work in a fast-paced, dynamic environment and manage multiple priorities

Expected annualized base salary of $95,000 to $120,000. This range represents the low and high ends of the expected annualized base salary for this position. The specific base salary received by any employee will be informed by a number of factors, including but not limited to, role level and scope, location, candidate’s relevant qualifications, skills and experience. Base salary is one component of PJT Partners’ compensation structure. In addition to base salary, PJT Partners’ compensation structure may include additional rewards, incentives and benefits, including but not limited to, a discretionary bonus component.

PJT is an equal opportunity employer. We do not discriminate on the basis of, and will consider all qualified applicants for employment without regard to race, color, religious creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity expression, disability, medical condition, genetic information or predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other category protected by law. PJT Partners also complies with all applicable laws with regard to providing reasonable accommodation of disabilities to applicants. For more information or to request an accommodation, please contact Human Resources.