Principal Workday Financials Consultant (FDM/R2R)
- Experience
- Principal
- Employment
- Full-time
- Company size
- Enterprise
Open to US only. Set where you work from to check your eligibility.
No BS summary
Principal Workday Financials consultant focused on Financial Data Model (FDM) and Record to Report (R2R). Requires minimum 5+ years hands-on Workday Financials configuration experience. Must be legally authorized to work in the United States; no visa sponsorship.
Core skills
Required skills
Optional skills
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Position Summary: Principal Consultant will be responsible for ensuring successful production support (post go-live) and ongoing optimization for Workday Financials, focusing heavily on the Financial Data Model (FDM) and Record to Report (R2R) processes. Consultants in this role should be comfortable troubleshooting complex financial transactions, managing ledger structures, navigating Workday security, and building advanced custom reports and calculated fields. This role will actively contribute to the growth and development of ERPA’s Workday Financials AMS practice, showcasing innovation and strategic thinking to solidify ERPA as a premier Workday partner of choice. Key Responsibilities: Act as a lead Financials consultant on multiple client engagements with limited direction Understand client financial business requirements and provide strategic guidance throughout design, configure and prototype, testing, and move to Production efforts Support clients through complex financial annual events, fiscal year-end close, and periodic reporting cycles as needed Partner with Engagement Managers to keep them informed of project status, scope changes, and financial milestone tracking Collaborate with cross-functional counterparts across technical and functional domains to ensure clear lines of communication and project alignment Accurately maintain project forecasts and time allocations in a timely manner Assist Sales team with orals, system demos, and Level of Effort (LOE) estimates for Workday Financials opportunities Stay up to date on industry accounting standards, Workday Financials biannual enhancements, and best practices to advise clients effectively Provide exceptional customer service to build lasting, trusted relationships with finance and accounting leadership Experience and Education Requirements: Minimum of 5 years of hands-on configuration experience within Workday Financials, with a primary focus on Financial Accounting (FDM - Financial Data Model) or Record to Report (R2R) Proven track record of supporting or leading post-production, AMS, or implementation projects for Workday Financials clients Deep expertise in Workday FDM design, journal entries, ledger setup, business processes, and financial reporting Strong understanding of Workday Financials security framework, custom reports, and calculated fields Bachelor’s degree in Accounting, Finance, Information Technology, or a related field (or equivalent professional experience) Active Workday Financials certification preferred Excellent communication, client-facing, and problem-solving skills with the ability to manage multiple client engagements simultaneously Nothing in this job description restricts management's right to assign or reassign duties and responsibilities of this job. Applicants are considered for all positions in accordance with statutes and regulations concerning non-discrimination on the basis of race, ancestry, age, color, religion, sex, national origin, sexual orientation, gender identity, non-disqualifying disability, veteran status, or other protected classification. ERPA is an equal opportunity employer, as well as a substance and tobacco free workplace. All offers of employment are contingent on successfully passing the pre-employment drug screen and background investigation which may include reference checks, criminal background investigation, and when applicable licensing verification. Applicants must be legally authorized to work in the United States on a full-time basis. We will not consider any applicants that require sponsorship for employment visa status either now or in the future. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us! Notice: We use E-Verify to confirm the identity and employment eligibility of all new hires. ERPA is a client-centered IT services firm, modernizing and maximizing our clients investments in enterprise applications such as PeopleSoft, Workday, and cloud platforms such as AWS. Founded in 1999, ERPA stands for its guiding principles: Empathy, Responsibility, Passion, and Agility. We believe that through these principles we can provide the best environment for our employees and the best service and results for our customers. With over 500 consultants spanning across our business lines, we provide solutions that are scalable, responsive, and elastic. We understand the full solution lifecycle of enterprise applications and cloud platforms and provide managed services, managed projects, managed hosting, contract consulting, and consulting services. ERPA is proud to be an Equal Opportunity company. We provide a fair and equal employment opportunity for all employees and job applicants regardless of age, color, national origin, ancestry, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity, and/or expression, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state, or local law. Accommodations: Qualified individuals with a disability have the right to request reasonable accommodation. If you are unable or limited in your ability to use or access our careers website as a result of your disability, request a reasonable accommodation, by sending an e-mail to hr@erpa.com and informs us regarding the nature of your request, and provide your contact information. Please do not direct any other general employment related questions to this email. Only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address.
What you'll do
- Act as a lead Financials consultant on multiple client engagements with limited direction
- Understand client financial business requirements and provide strategic guidance throughout design, configure and prototype, testing, and move to Production efforts
- Support clients through complex financial annual events, fiscal year-end close, and periodic reporting cycles as needed
- Partner with Engagement Managers to keep them informed of project status, scope changes, and financial milestone tracking
- Assist Sales team with orals, system demos, and Level of Effort (LOE) estimates for Workday Financials opportunities
What they require
- Minimum of 5 years of hands-on configuration experience within Workday Financials, with a primary focus on Financial Accounting (FDM - Financial Data Model) or Record to Report (R2R)
- Proven track record of supporting or leading post-production, AMS, or implementation projects for Workday Financials clients
- Bachelor’s degree in Accounting, Finance, Information Technology, or a related field (or equivalent professional experience)
- Applicants must be legally authorized to work in the United States on a full-time basis; will not consider applicants who require sponsorship
- All offers of employment are contingent on successfully passing the pre-employment drug screen and background investigation
Benefits
- Reasonable accommodation for qualified individuals with a disability (request by e-mail to hr@erpa.com)
ERPA empowers organizations to modernize critical enterprise systems and move forward with confidence. For more than 25 years, ERPA has helped higher education, government, and commercial organizations navigate business and technology transformations across Workday, PeopleSoft, and AWS.