Associate - Technology (Workday Financials)

PJT Partners; New York (NY); On-site; USD 95,000 - 120,000; Full time

Job summary

PJT Partners is seeking a skilled Workday Financials professional to maintain a secure and efficient financial platform across multiple modules, including AP, GL, Expenses, and Projects. You will partner with Finance to design scalable solutions and dashboards.

The role requires hands-on configuration experience, strong problem-solving, and excellent communication to coordinate with stakeholders in a fast-paced environment. A base salary is offered with bonus potential and benefits.

Qualifications

• Bachelor's degree or higher in a business/IT/finance-related field.
• 3-4 years of hands-on Workday Financials configuration experience.
• Experience configuring Workday business processes with approvals and conditional logic.
• Knowledge of Workday security policies and domain/security configurations.
• Strong skills in Workday Report Writer and advanced reports.

Responsibilities

• Provide day-to-day production support for Workday Financials and diagnose issues.
• Lead Workday Financials projects from planning to execution aligning with business goals.
• Configure security, domains, and business processes in Workday.
• Support Workday Financials across multiple modules (Accounts Payable, General Ledger, Expenses).
• Build reports and dashboards translating requirements into scalable designs.
• Collaborate with Finance to design effective Workday solutions.

Skills

Workday Financials

Configuration

Business Process

Security Policy

Reporting

Communication

Problem-Solving

Education

Bachelor's degree in Business Administration/Information Technology/Finance

Tools

Workday

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

The PJT Partners Technology team is responsible for creating and continuously improving a robust and secure technology foundation that supports the firm's business activities.

Additional Responsibilities Include

• 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

PJT Partners seeks to hire individuals who are highly motivated, intelligent and have demonstrated excellence in prior endeavors. In addition, qualified candidates will possess the following:

• 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.

California Applicants:

PJT Partners will consider for employment qualified applicants with arrest and/or conviction records in a manner consistent with applicable law including, but not limited to, the San Francisco Fair Chance Ordinance and/or Los Angeles Fair Chance Initiative for Hiring Ordinance.

Applicant Privacy Notice

View our Applicant Privacy Notice https://info.pjtpartners.com/PJT_Global_Applicant_Privacy_Notice here. If you are a California resident, please refer to our California Applicant Privacy Notice https://info.pjtpartners.com/California_Applicant_Privacy_Notice for further information.