The Workday Financial Management Analyst serves as the organization’s primary technical expert for Workday Financial Management, responsible for optimizing system configuration, driving automation, and enabling Finance to fully leverage Workday capabilities. This role partners closely with Finance leadership to design scalable solutions, enhance reporting and analytics, and ensure the integrity and efficiency of financial processes across the enterprise.

Primary Duties

These duties and responsibilities will be rated on the Annual Performance Review.

• Partner with Finance, Accounting, Procurement, Payroll, and HRIS stakeholders to gather business requirements and support Workday Finance solutions aligned with HRIS standards and governance.

• Provide hands‑on configuration and support for Workday Financial Management modules, including General Ledger, Accounts Payable, Accounts Receivable, Expenses, Projects, and related Finance functionality.

• Handles Workday Finance business process configuration, including approvals, validations, routing rules, and audit controls, under the guidance of HRIS Finance Lead or HRIS leadership.

• Identify and implement process improvements and automation opportunities across Finance and HRIS‑integrated workflows.

• Develop, maintain, and support Workday Finance reports, including standard and custom reports to meet operational, leadership, and compliance needs.

• Support Workday Finance integrations, assisting with testing, validation, troubleshooting, and issue resolution for inbound and outbound interfaces.

• Create and maintain system documentation, including requirements, configuration details, business process flows, and job aids.

• Execute unit testing, regression testing, and user acceptance testing (UAT) for Workday Finance enhancements and releases.

• Review and validate Workday bi‑annual releases, assessing impact to Finance configuration, business processes, and reporting.

• Provide end‑user support and training to Finance and HRIS users, including development of easy‑to‑understand job aids and reference materials.

Additional Responsibilities

• Support HRIS and Finance initiatives including Workday Financials enhancements, optimization efforts, and system integrations.

• Collaborate with HRIS HCM, Payroll, and IT teams to ensure cross‑functional system alignment.

• Participate in HRIS roadmap planning and continuous improvement efforts.

• Perform other responsibilities as assigned.

Qualifications: Education, Experience, and Certification(s)

• Bachelor’s degree in Finance, Accounting, Business Administration, Information Systems, or a related field required.

• 3–5 years of Workday Financial Management experience with hands‑on exposure to configuration, business processes, and reporting required.

• Advanced knowledge of Workday Financials data model, accounting rules, allocations, period close processes, and financial reporting structures.

• Working knowledge of accounting principles and financial operations preferred.

• Advanced report writing skill and hands on experience in Matrix and  Composite reports.

• Experience supporting Workday Finance testing, reporting, and production support preferred.

• Workday Financials certification(s) a plus.

• Advanced Excel and other MS Office applications required.

Knowledge, Skills, and Abilities

• Strong understanding of Workday Finance functional concepts within an HRIS environment.

• Ability to analyze business requirements and translate them into system configuration and reporting solutions.

• Strong troubleshooting, problem‑solving, and analytical skills.

• Effective written and verbal communication skills with the ability to work across technical and business teams.

• High attention to detail and strong documentation skills.

• Ability to manage multiple priorities in a fast‑paced HRIS environment.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee will have to sit and stand.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually quiet.

What We Offer – for Benefit Eligible Employees May Include:

Because ServiceSource hires the best people, we work hard to provide benefits that make their lives better, so we offer a comprehensive benefit program which features:

• Health coverage for you and your family through Medical, Dental, and Vision plans.

• Financial protection with 100% company paid Disability, Life, Accidental Death & Dismemberment insurance.

• A 403(b)-Retirement plan in which the company matches dollar for dollar on a generous percentage matching up to 3% of your contribution.

• Tax advantages through Flexible Spending and Health Savings accounts that allow you to pay for specific healthcare and dependent care expenses with pre-tax dollars.

• To help you manage your work and life needs, we offer an Employee Assistance Program, Wellness Program, and Tuition Assistance.

• A generous paid time-off program in which the benefits increase based on your tenure with the company.