Workday Specialist Finanical

Workday Specialist (Financials)

Employment Type: Full-Time Employee/Direct-Hire

Workplace Environment: Hybrid (3 days onsite, 2 days WFH)

Location: Chatsworth, CA

Industry: Non-profit

Salary: $134,000 - $160,000

****MUST HAVE A BACKGROUND IN ACCOUNTING****

SUMMARY:

Under the supervision of the Workday Administrator, the Workday Specialist- FIN provides functional and technical support for Workday Financial Management applications utilized by Finance, People and Culture (P&C), and other departments. The role supports system configuration, user security, reporting, data integrity, day-to-day operational needs and ongoing management of the Workday Financial suite across the organization, while assisting with system enhancements integrations and release updates.

The Workday Specialist - FIN works collaboratively, provides functional leadership, oversight of configuration and serve as the primary liaison between Finance, It and external vendors to ensure accurate, compliant, and efficient financial system operations. This role requires a strong blend of Workday expertise, leadership, financial process acumen, and stakeholder engagement. The Workday Specialist - FIN will play a key role in optimizing

financial operations and ensuring the Workday platform effectively supports business objectives.

ESSENTIAL DUTIES & RESPONSIBILITIES:

Administration, Support, Maintenance & Governance (35%)

• Own the administration, configuration, maintain, changes, testing and release planning of the Workday Financial Management (FDM) and modules.


• Support financial structures such as chart of accounts, worktags, cost centers and posting rules based on established standards and policies.


• Maintain budget structures, approval workflows, and financial business processes as per organization policy.


• Gather business requirements and translate them into actionable system configurations.


• Troubleshoot system issues including engaging Finance, Workday, AMS providers, internal partners and Workday Administrator as needed to bring to resolution.


• Create and Maintain documentation for systems configurations and business processes including user guides and training materials where required.


• Support SLA tracking and ticket resolution in coordination with Workday team.


• Collaborate with Finance leadership on the change management process in relation to any changes to Workday Financials and it's modules.


• Work with the Workday Administrator to establish and maintain governance processes for data integrity, security roles and workflow design and adhere to them to meet the internal control and compliance requirements of the organization.


• Maintain user security roles and permission following documented access and segregation-of-duties guidelines.


• Monitor system performance, usage trends, and opportunities for continuous improvement.

Implementation & Optimization (30%)

• Lease the implementation and ongoing configuration of Workday Financials modules including but not limited to:
  
  
  
  • General Ledger, Accounts Payable, Accounts Receivable, Procurement (WSS), Expenses, Projects, Grants, Fixed Assets, Balance Sheet, Banking & Settlement, Financial Reporting.
  
  
  
  


• Accounts Payable:
  
  
  
  • Maintain supplier accounts, payment terms, and banking information.
  
  
  • Support invoice processing workflows and approval routing.
  
  
  • Assist with 1099 configuration and year-end processing.
  
  
  • Support prepayment and payment on receipt processes.
  
  
  
  


• Accounts Receivable:
  
  
  
  • Maintain customer accounts, billing terms, collection configurations.
  
  
  • Support invoice generation, cash application, and customer payments.
  
  
  • Assist with deposit, refund, and lockbox process.
  
  
  
  


• Asset Management:
  
  
  
  • Support maintenance of asset records, depreciation schedules, and capitalization rules.
  
  
  • Support asset acquisitions, transfers and retirements.
  
  
  • Assist with asset reconciliations and inventory tracking.
  
  
  
  

Reporting & Analytics (15%)

• Create and maintain standard and custom Workday reports to support Finance operations.


• Assist with month-end and year-end reporting activities.


• Support ad-hoc reporting requests and data analysis.


• Perform data validation and quality check to ensure accuracy.


• Support audit requests by providing reports, documentation, and system data.

Integration & Data (10%)

• Support existing integrations between Workday Financials and external systems.


• Assist with EIB data loads and mass updates.


• Support calculated fields and validations as needed.


• Validate data integrity during implementations and ongoing operations through regular audits and reconciliations.


• Monitor integration error logs, troubleshoot data issues, and coordinate with IT teams and vendors.


• Perform data audits and reconciliations as assigned.


• Collaborate with IT on integrations and technical dependencies (e.g. banks, payroll, third party systems).

Engagement & Communication (10%)

• Act as the primary point of contact between Finance, IT and external Workday partners.


• Conduct workshops, strategy sessions and regular status updates with stakeholders and executive sponsors.


• Ensure training materials and knowledge transfer documentation are up to date and available.

Non-Essential Duties & Responsibilities (5%)

• Maintains awareness of current and emerging trends within the Workday eco-system and surrounding technology systems with a focus on supporting the missions, the Financial functional and organizational needs by applying new services, development, delivery and technologies.


• Participates in departmental, agency and professional meetings and workgroups, as assigned.


• Perform other duties and responsibilities, as assigned.

REQUIRED EXPERIENCE & SKILLS:

Minimum Requirements:

• Education: Bachelor's Degree or equivalent professional experience directly related professional experience that demonstrates the knowledge, skills, and abilities required to perform the essential job functions.


• 5+ years of progressive ERP systems experience, application and support


• 3+ years of hands-on experience with Workday Financials


• Proven experience leading and managing Workday Financial implementations, post-production support, or largescale enhancement projects


• Deep understanding of financial processes and operations (i.e. AP, AR, GL, internal controls) including GAAP compliance, financial close, balance sheet, procurement lifecycles, Grant module, Accounting Center, financial reporting and compliance.


• Strong Reporting skills, (custom reports, , Workday Report Writer, dashboards, calculated field).

Technical Requirements:

• Certification and Proficiency with core Workday Financials modules


• Proficiency with Microsoft Office suite, particularly Excel


• Experience with Workday Studio, EIBs and Cloud Connect for integrations including banking platforms, payroll or external procurement systems (3rd parties)


• Ability to read and interpret technical documents and industry specific manuals

Preferred Requirements:

• Workday Certification in additional modules


• MBA or CPA preferred

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.