Logo for ERPA

Principal Workday Financials Consultant (FDM/R2R)

Role overview

Qualifications

  • Minimum of 5 years of hands-on configuration experience within Workday Financials
  • Proven track record of supporting or leading post-production, AMS, or implementation projects for Workday Financials clients
  • Strong understanding of Workday Financials security framework, custom reports, and calculated fields
  • Bachelor’s degree in Accounting, Finance, Information Technology, or a related field

Responsibilities

  • Act as a lead Financials consultant on multiple client engagements with limited direction
  • Support clients through complex financial annual events, fiscal year-end close, and periodic reporting cycles
  • Collaborate with cross-functional counterparts across technical and functional domains to ensure clear lines of communication
  • Stay up to date on industry accounting standards, Workday Financials biannual enhancements, and best practices to advise clients effectively

About the company

ERPA logo

ERPA

IT Services & IT Consulting

Founded in 1999, ERPA is a leader in enterprise application managed services, managed projects, and managed hosting. ERPA’s 500-plus consultants and technologists enable organizations to address their most complex operational challenges, including maximizing their technology investment and developing and executing future technology roadmaps.

Company details

Company typeSME
IndustryIT Services & IT Consulting
Company size501 - 1000

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

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.
 

Apply once. Then go straight to the hiring manager.

After you apply, unlock the direct contact details of the people who actually make the call. A quick follow-up makes you 5x more likely to land an interview.

MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
Unlocked after you apply
·

Finance Assistant Related jobs

Other jobs at ERPA

Premium

Reach out to the hiring manager directly.

Gain access to the contact details of the hiring managers who actually decide, and reach out to network with them directly. That, plus more when you upgrade:

  • Full match report with fit score and gaps
  • Career diagnostics on how recruiters read you
  • Curated company matches and warm intros
  • 48h early access to new roles

Cancel anytime.