About the Role

As a Workday Success Plans Consultant specializing in Financial Reporting

you will serve as a subject matter expert, helping customers translate complex financial requirements into well-designed Workday solutions. You will act as a trusted advisor across a diverse set of micro-consulting engagements, ensuring customers get the guidance they need to optimize their use of Workday Financial Reporting, Prism Analytics, and Accounting Center.

In this role, you will be responsible for:

- Designing, building, and troubleshooting complex Workday Financial reports, including Composite, Matrix, and Advanced reports (e.g., P&L;, Balance Sheet, Trial Balance, and Cash Flow)
- Guiding customers on how to ingest, prepare, and blend high volumes of external operational data with core Workday financial data using Workday Prism Analytics
- Advising on the configuration of Workday Accounting Center to transform external business events into detailed accounting journal entries and subledgers
- Designing and troubleshooting Prism data pipelines, datasets, and calculated fields to support advanced variance analysis, trended P&L; reporting, and unified dashboards
- Advising customers on financial reporting best practices, including the impact of Chart of Accounts design, custom organizations, and worktags on reporting outcomes
- Delivering customer presentations on how to use Workday features to achieve business goals, including Accelerator Webinars and Feature Accelerator sessions focused on financial dashboards, Prism integrations, and Accounting Center rules
- Reviewing customer tenants to identify adoption opportunities through Feature Adoption Tenant Reviews
- Performing configuration and business requirements reviews with detailed deliverables highlighting opportunities for optimization
- Providing one-on-one customer configuration designs and supporting full feature deployments
- Maintaining product expertise and Workday Certification(s) while staying current with the Workday roadmap and industry practices




- Helping drive the creation of new programs to accelerate customer feature adoption

This role may require up to 20% travel.

About You

Basic Qualifications

- 8+ years of IT implementation experience
- 8+ years of experience with HR and/or Finance systems, including but not limited to Workday, People Soft, SAP, Oracle, and/or JD Edwards
- 2+ years of software consulting experience
- Experience gathering financial requirements and building complex financial reports for finance teams (Controllers, FP&A;, and similar audiences)
- Hands-on experience with data integration, data modeling, or building data pipelines (ETL processes) to support financial analytics

Other Qualifications

- Experienced in building and maintaining trusted customer relationships, with the ability to understand client needs, provide thoughtful guidance, and ensure a positive experience across every engagement
- Excellent verbal and written communication skills, with the ability to adapt your style to different audiences — from technical teams to finance leaders — and clearly articulate complex Workday concepts in an approachable way
- Ability to understand and connect concepts across multiple Workday functional areas, including Financial Reporting, Prism Analytics, and Accounting Center, to deliver holistic guidance to customers
- Workday Certification in at least one of the following is ideal: Reporting, Composite Reporting, Record to Report, Prism Analytics, or Accounting Center. Familiarity with Workday Prism architecture, including table structures, data transformations, and security alignment across internal and external data sets




- Skilled in delivering clear, engaging presentations and product demonstrations to customer audiences, with the ability to present complex information in a compelling manner that helps customers understand and adopt Workday features
- Ability to collaborate effectively across teams and departments, bringing diverse perspectives together to deliver the best outcomes for customers
- Understanding of software implementation methodologies and best practices, with the ability to guide customers through configuration design and feature deployment in a structured and repeatable way
- Ability to manage multiple engagements and deliverables simultaneously, prioritizing effectively to deliver high-quality results on time
- Willingness to share knowledge and expertise with team members, helping to develop the broader team's capabilities and contributing to a culture of continuous learning
- Ability to take ownership of engagements and guide customers and internal teams toward successful outcomes, demonstrating initiative and accountability
- Skilled in leading discussions, workshops, and discovery sessions with customers to identify needs, align on solutions, and drive productive outcomes
- Ability to understand complex, technical process issues and facilitate team-oriented problem-solving across customer and internal teams to arrive at the best solution
- Ability to navigate differing viewpoints and address customer concerns in a professional manner, finding constructive paths forward that maintain trust and collaboration
- Understanding of accounting principles and financial processes (General Ledger, Procurement, Expenses, Business Assets) to ensure reports and configurations are accurate
- Ability to gain a thorough understanding of Workday concepts as new features are released
- Proficiency in English, both verbal and written
- Bachelor's degree in Accounting, Finance, Information Systems, or relevant work experience. Advanced degree preferred

📌 Senior Workday Financials Reporting consultant - Workday Advisory Services (India)
🏢 Workday India Private
📍 India