Workday Financials Business Analyst

Insight Global (United States); Tampa (FL); On-site; USD 110,000 - 140,000; Full time

Job summary

Insight Global (United States) is seeking a Technical Business Analyst for Workday Financials in Tampa, FL. You will bridge Finance, Accounting and stakeholders with Workday configuration and integration teams, translating business needs into functional and technical specs, data mappings and integration requirements.

You will engage with integration architects, develop test scenarios, support SIT/UAT, and help manage changes for biannual Workday releases while maintaining strong documentation

Qualifications

• 6+ years of business analysis experience with 3+ years in Workday Financials implementations or enhancements.
• Working knowledge of Workday Financials data model, accounting and worktag structures.
• Strong understanding of core finance processes (record-to-report, procure-to-pay, order-to-cash).
• Experience documenting integration requirements and data mappings with developers.
• Ability to define Workday reports and calculated fields; proficient in SQL and Excel.
• Familiar with Agile tools like Jira or Azure DevOps and REST/JSON/XML concepts.

Responsibilities

• Elicit, analyze and document requirements for Workday Financials across GL, AP, AR, Expenses, Procurement, and more.
• Author integration requirements and source-to-target mappings for inbound/outbound Workday interfaces.
• Define chart of accounts, ledger mappings and worktag mappings; support data validation.
• Define reports and data extracts for financial reporting, close and audit needs.
• Document current/future finance processes including security and business rules.
• Develop test scenarios, support SIT/UAT and triage defects; ensure acceptance criteria.
• Ensure SOX controls and audit evidence needs are addressed; support releases and regression testing.
• Collaborate with Finance, Tax, IT and vendors; lead workshops and communicate status.

Skills

Workday Financials

Business analysis

Data mapping

SQL

Stakeholder communication

Agile delivery

Education

Bachelor's degree in Finance or IT

Tools

Workday Studio

EIB

Core Connectors

Web Services

RaaS

iPaaS (Boomi)

Job description

Job Description

The Technical Business Analyst - Workday Financials bridges Finance, Accounting and business stakeholders with Workday configuration and integration teams. This role translates financial business needs into clear functional and technical requirements, data mappings and integration specifications, and supports design, testing and deployment of Workday Financials changes and the integrations that surround them.

The analyst brings enough technical depth to engage with integration architects and developers on data flows, accounting and worktag mappings, and report requirements, while maintaining strong stakeholder, documentation and delivery discipline in a controlled finance environment.

Key Responsibilities

• Requirements: Elicit, analyze and document business, functional and technical requirements for Workday Financials (General Ledger, Accounts Payable, Accounts Receivable, Expenses, Procurement, Banking and Settlement, Projects, Assets and Financial Reporting as applicable).
• Integration specifications: Author integration requirements and source-to-target mappings for inbound and outbound Workday Financials interfaces, such as journals, supplier invoices, payments, bank statements, customer invoices and billing feeds, including field definitions, transformation rules, frequency and error handling.
• Accounting and data mapping: Define chart of accounts, ledger account, worktag and accounting-rule mappings between Workday and upstream or downstream systems; support data validation and reconciliation.
• Reporting: Define report and RaaS requirements, calculated fields and data extracts for financial reporting, close and audit needs.
• Process and configuration: Document current and future-state finance processes, supporting security, business process and condition-rule design with the Workday functional team.
• Testing: Develop test scenarios and scripts, support SIT and UAT (including period-end close and reconciliation scenarios), triage defects and confirm that acceptance criteria are met.
• Controls and compliance: Ensure requirements reflect segregation of duties, approval controls and audit evidence needs, working with internal controls and audit stakeholders.
• Change and releases: Assess the impact of Workday biannual releases and feature updates; support regression testing and release readiness.
• Stakeholder management: Partner with Finance, Accounting, Tax, IT and vendor teams; facilitate workshops and communicate status, risks and dependencies.
• Delivery artifacts: Maintain backlog, user stories, data dictionaries, traceability matrices and runbooks.

Skills and Requirements

• 6+ years of business analysis experience, with 3+ years on Workday Financials implementations or enhancements.
• Working knowledge of Workday Financials data model, accounting and worktag structures, business processes and security domains.
• Solid understanding of core finance processes such as record-to-report, procure-to-pay and order-to-cash.
• Experience documenting integration requirements and data mappings (EIB, Core Connector, Studio, web services, RaaS) and working with integration developers.
• Ability to build or specify Workday custom reports and calculated fields.
• Proficiency with SQL, Excel and data analysis for validation and reconciliation.
• Experience with Agile delivery and tools such as Jira or Azure DevOps.
• Excellent written and verbal communication skills.
• Knowledge of Workday integration tooling: EIB, Core Connectors, Workday Studio, Web Services (SOAP), RaaS, and REST APIs, calculated fields and custom reports.
• Workday Financials certification.
• Accounting background or CPA/CMA, or equivalent finance experience.
• Familiarity with Boomi or another iPaaS and with API concepts (REST, JSON, XML).
• Experience with banking, tax, billing or procurement system integrations.
• CBAP, PMI-PBA or similar certification.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [e-mail].