Workday Financials & Projects - Lead

Role Description

As a Lead Workday Analyst – Financials & Projects, you'll serve as the senior functional and technical authority responsible for owning the strategic roadmap, solution architecture, and continuous evolution of Workday Financials and Projects, with a focus on the Professional Services Automation (PSA) capabilities – Projects, Project Billing, and Customer Accounts. You will partner directly with senior business leaders and IT to shape how Workday capabilities support long-term organizational strategy, while mentoring and developing other members of the Workday team.

Reporting to the Senior Director, Workday Financials & Projects, this is a high-impact role for an experienced Workday professional who can operate as a solution architect, lead complex initiatives independently, influence senior stakeholders, and grow the capability of the broader team.

To thrive in this role, you'll be comfortable taking ownership of the following responsibilities:

• Strategic Roadmap Ownership & Solution Architecture
  • Own and drive the strategic roadmap for Workday Projects (PSA) including Project Budgets, Billing, Invoicing and the Contract-to-Cash lifecycle, aligning system design decisions with long-term organizational goals.
  • Serve as solution architect, designing end-to-end Workday configurations that scale across complex, cross-functional business processes.
  • Lead product roadmap planning and backlog prioritization discussions with senior stakeholders, translating business strategy into technical direction and sequencing.
  • Maintain deep, forward-looking knowledge of Workday release cycles and PSA-specific innovations, proactively shaping the enhancement pipeline.
  • Serve as the escalation point for the most complex system issues, guiding root-cause analysis and long-term remediation strategy.
  • Evaluate the downstream architectural impact of configuration changes across integrated modules and third-party systems.
• Team Leadership, Mentorship & Cross-Functional Coordination
  • Mentor and develop junior and mid-level Workday analysts, providing technical guidance and coaching.
  • Lead complex, cross-functional projects end-to-end – owning scope, workplans, and delivery.
  • Represent Workday Financials & Projects in cross-departmental strategic planning, vendor management, and contract negotiation discussions.
  • Own change management strategy for major releases; direct the development of training programs, SOPs, and documentation standards.
• Stakeholder Engagement & Advisory
  • Act as a trusted advisor to business and IT leadership, shaping how Workday capabilities support broader organizational strategy.
  • Proactively identify opportunities for innovation and efficiency, championing adoption of new Workday features and modules.
  • Define and monitor success metrics for product adoption, system health, and end-user satisfaction, reporting outcomes to leadership.

Qualifications

• Bachelor's degree in a related field or equivalent work experience.
• 8+ years of Workday functional experience, with deep, hands-on expertise across Financials, Projects, and PSA-related capabilities (Project Billing, Customer Accounts).
• Demonstrated experience acting as a solution architect, designing scalable, end-to-end Workday configurations across complex business processes.
• Extensive expertise in the Workday security model, including advanced configuration and governance of security groups, domain policies, and business process security.
• Proven track record owning a strategic roadmap and driving executive-level recommendations for system evolution.
• Experience leading complex, cross-functional projects and managing vendor relationships at a strategic level.
• Demonstrated experience mentoring, coaching, or developing other analysts or team members.
• Excellent verbal and written communication skills, with demonstrated ability to influence senior leadership and business stakeholders.
• Strong analytical skills, including the ability to evaluate backend system architecture, data mapping, and integration/microservice components.
• Proficiency in MS Office (Word, Excel, PowerPoint, Visio) and familiarity with project and collaboration tools (e.g., Jira, Confluence, Smartsheet).
• Extensive experience with 3rd party and vendor relationship management.
• Proven track record driving operational business process transformation.

Requirements

• Workday Certified in multiple areas, such as: Financials, Projects, Project Billing, Contracts to Cash.
• Workday Security certification or equivalent advanced security administration experience.
• Significant experience in a professional services or project-based (PSA-centric) business environment.
• Familiarity with Workday Extend, Prism Analytics, or Adaptive Planning.
• Experience leading ERP implementations or large-scale system upgrades from a solution architecture perspective.

Benefits

• Compensation range: $160,000 - $185,000 USD in addition to an annual bonus, commensurate with experience, skills, and geographic location.
• Remote work flexibility, with a preference for candidates located near Irvine, CA; Denver, CO; Little Rock, AR; or Calgary, AB.