Summary:
The primary objective of the Workday Financials Consultant role is to ensure the smooth transition and adoption of the Workday financial system, particularly focusing on training and supporting the offshore team for effective Finance processes.
Responsibilities:
- Support the onshore team in test script writing and execution.
- Impart best practice knowledge based on previous work experience.
- Assist in the documentation of process flows related to the transition.
- Train the existing offshore team to ensure all deliverables are met by January 1, 2026.
Must Haves:
- Experience with Workday Financials.
- Proven background in Finance processes and systems implementation.
- Strong training and documentation skills.
Nice to Haves:
- Familiarity with Great Plains and expense@work systems.
- Understanding of procurement processes including Purchase Orders, Invoicing, and Accounts Receivable.
- Experience in reconciliation processes and fixed assets management.
Other Details:
- Transition Date: January 1, 2026.
- Current Systems: Great Plains and expense@work.
- Team Structure: Offshore team to be trained by the consultant.
Reason (Must Have):
- Workday Financials: Necessary for guiding the onshore team during the transition, ensuring effective testing and deployment strategies.
- Finance Processes: Essential as the role demands alignment with existing financial practices to facilitate smooth adaptation to Workday.
- Training & Documentation Skills: Critical for creating comprehensive training materials and guiding the offshore team through processes to meet deliverables.
Reason (Nice to Have):
- Great Plains Experience: Adds value by providing context for the existing processes that will be phased out, making the transition smoother.
- Procurement & Accounts Receivable Knowledge: Useful for training staff on specific modules integral to the Workday system, enhancing their operational readiness.
- Reconciliation and Fixed Assets Insight: Benefits the team by ensuring they have a holistic understanding of all finance-related functionalities within the Workday system.
Trust Score:
Score: HighEvidence: The job description clearly details the responsibilities and essential skills associated with the role, while providing adequate context regarding the current systems in use and the upcoming transition to Workday, enabling effective candidate sourcing.
Sourcing Guidance / Clarifications Needed:
The job description provides good technical clarity for sourcing. Consider these potential recommendations to enhance the search:
- Recommendation: Search for candidates with experience in both Workday Financials and Great Plains.Rationale: Candidates with expertise in both platforms are likely to transition more smoothly and bring valuable insights from their previous experiences.
- Recommendation: Look for profiles that emphasize training roles in finance transformation projects.Rationale: This will highlight candidates who are adept at onboarding teams to new systems and processes.
- Recommendation: Focus on candidates with a strong background in procurement and accounts receivable.Rationale: They will have relevant knowledge that can be vital for successful implementation of the new system, especially with specific modules.
