Workday FSI Financials Lead Consultant

Overview

In this role, you lead a finance-focused Workday workstream and ensure high-quality design, configuration, and delivery. You’ll translate sector requirements into practical Workday solutions and guide consultants through implementation. You will enhance the capability with reusable delivery assets and model-tenant scenarios, initially focusing on insurance. You work closely with customer finance teams to drive impactful, scalable finance solutions. This is a chance to shape financial services transformations within a people-first, collaborative culture.

Responsibilities

• Lead workstream discovery and design workshops; document requirements and acceptance criteria
• Design and configure the Financials area (business processes, accounting rules, worktags, reports)
• Trace insurance-specific flows (premium, claims, commissions, reinsurance) and align with FDM and solution
• Own workstream deliverables, estimates, plans, and risk management; communicate progress
• Define source mappings and accounting requirements with integration and Accounting Center teams; validate outputs
• Build prototypes, run tests, support UAT; document exceptions and reconcile data
• Support data migration, cutover rehearsals, go-live readiness, and training handover
• Create sector recipe cards, test packs, model-tenant scenarios; record test evidence
• Support presales workshops and demonstrations; coach consultants and share delivery lessons

Key requirements

• Workday Financials implementation experience with leadership of a functional workstream
• Hands-on capability in at least one Financials area (R2R, financial accounting, or FDM)
• Direct experience supporting finance operations or transformation in an FSI organization
• Strong accounting knowledge (GL, subledger, period-end close, financial reporting)
• Knowledge of FDM, worktags, Workday reporting, calculated fields, data loads, and reconciliations
• Ability to lead workshops, document requirements, estimate work, manage dependencies, and explain issues to users
• Experience reviewing others’ work, coaching, and maintaining delivery quality
• Workday Financials certification and willingness to maintain it; knowledge of FSI subsectors
• Desirable: insurance experience, Prism Analytics or Accounting Center, professional accounting qualification
• Experience creating demonstrations or reusable assets and supporting finance optimization

• clear communication
• leadership and coaching
• stakeholder management
• Workday Financials
• Financial Data Model (FDM)
• Workday Prism Analytics

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