Principal Workday Financials Consultant

Loop Recruiting, LLC; United States; On-site; USD 120,000 - 180,000; Full time

Job summary

Loop Recruiting, LLC seeks an experienced Workday Financials Consultant to lead client implementations and optimize Workday Financial Management for diverse industries.

You will tailor financial solutions, engage clients, and collaborate with PMO to drive successful deployments, including data conversions and prototype demonstrations. Strong communication and leadership are essential for cross-functional teamwork.

Qualifications

• Bachelor’s degree in Information Technology, Computer Science, Business, or a related field.
• Workday Financials certification(s) or relevant Workday Partner experience.
• 5+ years of implementation or functional experience in Workday Financial Management.
• 5+ years of consulting experience.
• Proficiency in Workday data conversion tools such as EIBs, Workday Studio, and iLoad.
• Excellent problem‑solving, communication, and collaboration skills.
• Experience working with legacy HR, Payroll, or Financial systems.
• Knowledge of Workday reporting and integration tools.

Responsibilities

• Resolve client requirements through tailored Workday financial solutions.
• Master Workday Financial Accounting functionality with an emphasis on Customer Accounts & Contracts, Banking, Cash Management, Supplier Accounts, Procurement, GL, chart of accounts, Projects & Expenses.
• Client engagement responsibilities: understand business requirements, Workday tenant configuration, demonstrate the configurations through the building of prototypes, and assist the client with testing.
• Participate in updated training and other events that share one’s product and industry skills with other consultants.
• Partner with the Engagement Manager (PMO) to ensure successful project outcomes through actively participating in workstream meetings, providing status reports, and leading cross-functional sessions.
• Participate in customer prospect discovery sessions.
• Partner with leadership to set internal initiatives to drive innovation and improvements in deployments.
• Collaborate with clients to understand their current financial processes & identify areas for improvement.
• Analyze financial data and reports to identify trends.

Skills

Workday Financials

EIBs

Workday Studio

iLoad

Data conversion

Fin Accounting

Consulting

Problem solving

Communication

Collaboration

Leadership

Multitasking

Education

Bachelor’s degree in IT/CS/Business

Workday Certification

Job description

Key Responsibilities

• Resolve client requirements through tailored Workday financial solutions.
• Master Workday Financial Accounting functionality with an emphasis on Customer Accounts & Contracts, Banking, Cash Management, Supplier Accounts, Procurement, GL, chart of accounts, Projects & Expenses.
• Client engagement responsibilities: understand business requirements, Workday tenant configuration, demonstrate the configurations through the building of prototypes, and assist the client with testing.
• Participate in updated training and other events that share one’s product and industry skills with other consultants.
• Partner with the Engagement Manager (PMO) to ensure successful project outcomes through actively participating in workstream meetings, providing status reports, and leading cross-functional sessions.
• Participate in customer prospect discovery sessions.
• Partner with leadership to set internal initiatives to drive innovation and improvements in deployments.
• Collaborate with clients to understand their current financial processes & identify areas for improvement.
• Analyze financial data and reports to identify trends.

Required Qualifications

• Bachelor’s degree in Information Technology, Computer Science, Business, or a related field.
• Workday Financials certification(s) or relevant Workday Partner experience.
• 5+ years of implementation or functional experience in Workday Financial Management.
• 5+ years of consulting experience.
• Proficiency in Workday data conversion tools such as EIBs, Workday Studio, and iLoad.
• Excellent problem‑solving, communication, and collaboration skills.
• Experience working with legacy HR, Payroll, or Financial systems.
• Knowledge of Workday reporting and integration tools.
• Bachelor’s degree or equivalent experience - preferably in Finance or Accounting.
• 9+ years of financial consulting experience with at least 5 full‑cycle implementations.
• Experience in architecting Workday Foundation Data Model (FDM) and FIN Accounting solutions.
• Experience transforming an organization’s Chart of Accounts.
• Ability to connect with all levels of customer/prospect leadership.
• Passion for customer service and project management experience.
• Experience with multiple financial applications.
• Ability to balance multiple project engagements at a time.