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Principal Workday Financials Consultant

Role overview

Qualifications

  • Bachelor’s degree in Information Technology, Computer Science, Business, or a related field
  • Workday Financials certification(s) or relevant Workday Partner experience
  • 5+ years of implementation or functional experience in Workday Financial Management
  • 5+ years of consulting experience

Responsibilities

  • Resolve client requirements through tailored Workday financial solutions
  • Master Workday Financial Accounting functionality with an emphasis on Customer Accounts, Contracts, Banking, Cash Management, Supplier Accounts, Procurement, GL, chart of accounts, Projects Expenses
  • Client engagement responsibilities: understand business requirements, Workday tenant configuration, demonstrate the configurations through the building of prototypes, and assist the client with testing
  • Participate in updated training and other events that share one’s product and industry skills with other consultants

About the company

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LOOP Consulting

Company details

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Job description

At Loop Consulting, we deliver integrated expertise across all lines of business. Our team guides clients through every stage—from strategy and implementation to ongoing support—drawing on firsthand experience as a full-suite customer. In parallel, our technology services team helps organizations modernize ERP, business systems, and application development, providing tailored consulting solutions that range from full project delivery to specialized technical talent.

Key Responsibilities

  • Resolve client requirements through tailored Workday financial solutions.
  • Master Workday Financial Accounting functionality with an emphasis on Customer Accounts & Contracts, Banking, Cash Management, Supplier Accounts, Procurement, GL, chart of accounts, Projects & Expenses
  • Client engagement responsibilities: understand business requirements, Workday tenant configuration, demonstrate the configurations through the building of prototypes, and assist the client with testing.
  • Participate in updated training and other events that share one’s product and industry skills with other consultants.
  • Partner with the Engagement Manager (PMO) to ensure successful project outcomes through actively participating in workstream meetings, providing status reports, and leading cross-functional sessions.
  • Participate in customer prospect discovery sessions
  • Partner with leadership to set internal initiatives to drive innovation and improvements in deployments.
  • Collaborate with clients to understand their current financial processes & identify areas for improvement
  • Analyze financial data and reports to identify trends.

Required Qualifications

  • Bachelor’s degree in Information Technology, Computer Science, Business, or a related field.
  • Workday Financials certification(s) or relevant Workday Partner experience.
  • 5+ years of implementation or functional experience in Workday Financial Management.
  • 5+ years of consulting experience
  • Proficiency in Workday data conversion tools such as EIBs, Workday Studio, and iLoad.
  • Excellent problem-solving, communication, and collaboration skills.
  • Experience working with legacy HR, Payroll, or Financial systems.
  • Knowledge of Workday reporting and integration tools.
  • Bachelor’s degree or equivalent experience - preferably in Finance or Accounting
  • 9+ years of financial consulting experience with at least 5 full-cycle implementations
  • Experience in architecting Workday Foundation Data Model (FDM) and FIN Accounting solutions
  • Experience transforming an organization's Chart of Accounts
  • Ability to connect with all levels of customer/prospect leadership
  • Passion for customer service and project management experience
  • Experience with multiple financial applications
  • Ability to balance multiple project engagements at a time

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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