Montrose Environmental Group, Inc.

Workday Financials & Projects - Lead

Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in a related field or equivalent work experience
  • 8+ years of Workday functional experience, specifically in Financials and Projects
  • Demonstrated solution architect experience for scalable Workday configurations
  • Expertise in Workday security model and advanced configuration
  • Proven strategic roadmap ownership and executive-level influence
  • Experience managing complex, cross-functional projects and vendor relationships
  • Strong mentoring and coaching capabilities for junior team members

Responsibilities

  • Own and drive the strategic roadmap for Workday Projects (PSA)
  • Design end-to-end Workday configurations for complex business processes
  • Lead product roadmap planning and backlog prioritization discussions
  • Maintain deep knowledge of Workday innovations and enhancement pipeline
  • Guide root-cause analysis for complex system issues as escalation point
  • Evaluate architectural impacts of configuration changes across systems
  • Mentor junior analysts and lead complex, cross-functional projects

Benefits

  • Remote work flexibility with a preference for candidates near specific locations
  • Opportunity to influence strategic organizational decisions
  • Exposure to executive leadership and cross-departmental initiatives
  • Professional growth through mentoring and leadership opportunities
  • Access to continuous learning and development in advanced Workday features
Full Job Description
A Day in the Life

As a Lead Workday Analyst - Financials & Projects, you'll serve as the senior functional and technical authority responsible for owning the strategic roadmap, solution architecture, and continuous evolution of Workday Financials and Projects, with a focus on the Professional Services Automation (PSA) capabilities - Projects, Project Billing, and Customer Accounts. You will partner directly with senior business leaders and IT to shape how Workday capabilities support long-term organizational strategy, while mentoring and developing other members of the Workday team.

Reporting to the Senior Director, Workday Financials & Projects, this is a high-impact role for an experienced Workday professional who can operate as a solution architect, lead complex initiatives independently, influence senior stakeholders, and grow the capability of the broader team. The compensation range for this role is $160,000 - $185,000 USD in addition to an annual bonus, commensurate with experience, skills, and geographic location. We welcome candidates based in both the United States and Canada; compensation for Canada-based hires will be aligned to the local market. The role can be based remotely, with a preference for candidates located near one of our locations in Irvine, CA; Denver, CO; Little Rock, AR; or Calgary, AB.

To thrive in this role, you'll be comfortable taking ownership of the following responsibilities:

Strategic Roadmap Ownership & Solution Architecture

  • Own and drive the strategic roadmap for Workday Projects (PSA) including Project Budgets, Billing, Invoicing and the Contract-to-Cash lifecycle, aligning system design decisions with long-term organizational goals


  • Serve as solution architect, designing end-to-end Workday configurations that scale across complex, cross-functional business processes


  • Lead product roadmap planning and backlog prioritization discussions with senior stakeholders, translating business strategy into technical direction and sequencing


  • Maintain deep, forward-looking knowledge of Workday release cycles and PSA-specific innovations, proactively shaping the enhancement pipeline


  • Serve as the escalation point for the most complex system issues, guiding root-cause analysis and long-term remediation strategy


  • Evaluate the downstream architectural impact of configuration changes across integrated modules and third-party systems


Team Leadership, Mentorship & Cross-Functional Coordination

  • Mentor and develop junior and mid-level Workday analysts, providing technical guidance and coaching


  • Lead complex, cross-functional projects end-to-end - owning scope, workplans, and delivery


  • Represent Workday Financials & Projects in cross-departmental strategic planning, vendor management, and contract negotiation discussions


  • Own change management strategy for major releases; direct the development of training programs, SOPs, and documentation standards


Stakeholder Engagement & Advisory

  • Act as a trusted advisor to business and IT leadership, shaping how Workday capabilities support broader organizational strategy


  • Proactively identify opportunities for innovation and efficiency, championing adoption of new Workday features and modules


  • Define and monitor success metrics for product adoption, system health, and end-user satisfaction, reporting outcomes to leadership


Your Expertise and Skills

These requirements reflect the knowledge, skills and abilities that help you do your best work here.

  • Bachelor's degree in a related field or equivalent work experience


  • 8+ years of Workday functional experience, with deep, hands-on expertise across Financials, Projects, and PSA-related capabilities (Project Billing, Customer Accounts)


  • Demonstrated experience acting as a solution architect, designing scalable, end-to-end Workday configurations across complex business processes


  • Extensive expertise in the Workday security model, including advanced configuration and governance of security groups, domain policies, and business process security


  • Proven track record owning a strategic roadmap and driving executive-level recommendations for system evolution


  • Experience leading complex, cross-functional projects and managing vendor relationships at a strategic level


  • Demonstrated experience mentoring, coaching, or developing other analysts or team members


  • Excellent verbal and written communication skills, with demonstrated ability to influence senior leadership and business stakeholders


  • Strong analytical skills, including the ability to evaluate backend system architecture, data mapping, and integration/microservice components


  • Proficiency in MS Office (Word, Excel, PowerPoint, Visio) and familiarity with project and collaboration tools (e.g., Jira, Confluence, Smartsheet)


  • Extensive experience with 3rd party and vendor relationship management


  • Proven track record driving operational business process transformation


Preferred Qualifications

  • Workday Certified in multiple areas, such as: Financials, Projects, Project Billing, Contracts to Cash


  • Workday Security certification or equivalent advanced security administration experience


  • Significant experience in a professional services or project-based (PSA-centric) business environment


  • Familiarity with Workday Extend, Prism Analytics, or Adaptive Planning


  • Experience leading ERP implementations or large-scale system upgrades from a solution architecture perspective

About Montrose Environmental Group, Inc.

Montrose Environmental Group, Inc. is a leading environmental services company focused on supporting government and commercial organizations as they deal with the challenges of today, and prepare for what's coming tomorrow. With more than 1,700 employees across over 70 locations around the world, Montrose combines deep local knowledge with an integrated approach to design, engineering, and operations, enabling them to respond effectively and efficiently to the unique requirements of each project. Montrose is committed to protecting the environment, supporting communities, and strengthening the economy.
Learn more about Montrose Environmental Group, Inc.
Size
1,500 employees
Market Cap
$1.2 billion
Industry
5 Year Trend
+36.6%
NASDAQ

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