Job Description
Work with a Top 20 CPA and advisory firm that Accounts for Anything.
Key Responsibilities
- Design, develop, maintain, and troubleshoot Workday integrations (EIB, Core Connectors, Studio, and web services), ensuring reliable and secure data exchange across systems.
- Develop and maintain custom Workday reports — including advanced, matrix, and composite reports — to meet evolving Finance and HR reporting needs.
- Administer Workday security by assigning, auditing, and regularly reviewing role-based permissions to safeguard data integrity and enforce least-privilege access.
- Configure, optimize, and maintain Workday business processes and condition rules to support efficient, compliant workflows.
- Monitor and triage help desk tickets related to Workday configuration, resolving issues promptly and identifying recurring trends for proactive remediation.
- Partner with Finance and HR to scope, prioritize, and deliver automation and AI solutions that streamline manual processes.
- Serve as a cross-functional liaison between Finance and HR, coordinating Workday configuration efforts and aligning processes across both functions.
- Develop and deliver training and enablement on automation and AI tools (such as Claude), building internal capability and driving staff adoption.
- Provide technical and functional support for current and upcoming CloudPay–Workday implementations, from planning through go-live and stabilization.
- Maintain a comprehensive ClickUp project portfolio with detailed, up-to-date status notes to ensure transparency and accountability.
- Proactively communicate project status, risks, and dependencies to Finance and HR stakeholders.
- Establish and maintain ongoing communication with the Risk function to ensure projects adhere to firm policy and compliance requirements.
- Provide general Workday troubleshooting and escalated support across modules to maintain system stability and user productivity.
- Participate in Finance and HR meetings to identify and champion new opportunities for automation and process efficiency.
- Demonstrate a commitment to continuous learning, expanding expertise into Workday areas beyond integrations to support broader team needs.
Requirements
- Workday integrations : Proven experience designing, building, and troubleshooting Workday integrations using EIB, Core Connectors, Workday Studio, and REST/SOAP web services.
- Custom reporting : Proficiency creating and maintaining advanced, matrix, and composite reports and calculated fields for Finance and HR.
- Security administration : Hands-on experience configuring Workday security groups and domain/business process policies and conducting regular access reviews aligned to least-privilege principles.
- Business process configuration : Demonstrated ability to build, edit, and optimize Workday business processes and condition rules.
- Issue resolution : Experience monitoring and triaging configuration tickets, with strong root-cause analysis and troubleshooting skills across Workday modules.
- Automation & AI enablement : Experience scoping and delivering automation/AI solutions and training non-technical staff on tools such as Claude.
- Cross-functional collaboration : Strong communication skills and a track record of partnering across Finance, HR, and Risk, including proactive status reporting and policy/compliance coordination.
- Implementation support : Experience supporting payroll or third-party system implementations (CloudPay–Workday or comparable) from planning through go-live and stabilization.
- Project tracking & documentation : Proficiency maintaining detailed project status and documentation in ClickUp or a similar work-management tool.
- Adaptability & learning : A continuous-improvement mindset and willingness to learn Workday areas beyond integrations to support broader team needs.
- Availability : Able to work remotely, with availability for occasional in-office work and required meetings outside normal business hours.
- Experience supporting payroll integrations, particularly CloudPay–Workday, or comparable third-party payroll/vendor integrations.
- Familiarity with automation and AI tools (such as Claude) and experience enabling or training non-technical staff to use them.
- Experience working within a governance/compliance framework and partnering with a Risk or internal controls function.
- Experience managing work and project status in ClickUp or a similar work-management tool.
- Exposure to professional services, accounting, or financial services environments.
- Workday Pro certification(s) in Integrations, Reporting, or related tracks.
- Technical Skills & Competencies
- Drafted for your review — adjust to firm standards.
- Workday: Integrations (EIB, Core Connector, Studio), Report Writer, Calculated Fields, Business Process Framework, Security Administration.
- Data & integration concepts: XML/XSLT, REST/SOAP web services, data transformation and error handling.
- Automation & AI: process automation design, prompt-based AI tooling, and end-user enablement.
- Tooling: ClickUp (or equivalent), help-desk/ticketing systems, and collaboration platforms (e.g., Microsoft Teams).
- Soft skills: cross-functional collaboration, clear documentation, stakeholder communication, and a continuous-improvement mindset.
Ready to Apply?
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