Portfolio & Delivery Lead, Order to Cash

About the Role

We are seeking an experienced Principal Portfolio & Delivery Lead to join the team. The ideal candidate is an enthusiastic self-starter and proactive problem-solver who is capable of managing projects across multiple Finance functions (AR, RevOps), collaborating with cross-functional teams (IT, Product), driving standardization and communicating with executive stakeholders. This is a great opportunity to drive innovation, maturity and standardization across Workday!

Responsibilities

• Strategic Portfolio Governance: Own the Order to Cash (O2C) strategic initiative portfolio, including prioritization, sequencing, and value realization.
• Standard & Processes: Establish portfolio management standards, metrics, and reporting that provide transparency into progress, risk, and outcomes.
• Cross-Functional Leadership: Act as a critical bridge between Finance, IT, and Product to align technology roadmaps with corporate finance plans.
• Value Realization & ROI Tracking: Move beyond project delivery metrics to measure actual business value. Design metrics and dashboards to track pre- and post-implementation financial performance (ROI, NPV, IRR).

About You

Required Qualifications

• 10+ years of progressive experience in corporate finance, financial portfolio management, strategic planning, or management consulting—ideally within a fast-growing SaaS or enterprise software environment.
• Bachelor’s degree in a relevant discipline such as Business, Engineering, or a related discipline; a Master’s degree preferred or equivalent practical experience.
• Strong foundational knowledge of ASC 606 (Revenue from Contracts with Customers) and its operational impacts on billing architectures and financial systems portfolio prioritization

Other Qualifications

• Experience leading enterprise transformation initiatives at scale.
• Proven success establishing portfolio governance and PMO frameworks, including resource capacity modeling to better optimize supply and demand.
• Demonstrated ability to bridge the gap between upstream commercial teams (Sales Operations, Legal, pricing committees) and downstream finance functions to ensure system changes don't disrupt the revenue pipeline.
• Forward-thinking ability to identify and execute AI/ML automation opportunities within both the portfolio and O2C spaces.
• Understanding of internal controls and SOX compliance as they relate to automated billing systems and data integrity across the cash lifecycle.
• Strong executive presence with the ability to influence VP and C-suite stakeholders.

Workday Pay Transparency Statement

The annualized base salary ranges for the primary location and any additional locations are listed below. Workday pay ranges vary based on work location. As a part of the total compensation package, this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants. Recruiters can share more detail during the hiring process. Each candidate’s compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. For more information regarding Workday’s comprehensive benefits, please .

Primary Location: USA.CA.Pleasanton Primary Location Base Pay Range: $169,800 USD - $254,600 USD Additional US Location(s) Base Pay Range: $143,400 USD - $254,600 USD