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Workday PSA, Professional Services Automation Architect

$150k - $160k
Full-time

Aon Risk Services Inc

We are seeking an experienced Workday Professional Services Automation (PSA) Architect to implement the strategy, roadmap, architecture, and ongoing evolution of our enterprise Workday PSA platform. Serving as both design authority and hands-on technical lead, the PSA Architect will translate complex finance and operational requirements into scalable solutions spanning project and contract setup, time and expense capture, resource and utilization management, customer accounts, billing, invoicing, revenue recognition, accounts receivable, and collections. Partnering closely with Finance, Operations, Technology, and regional collaborators, this role will lead major PSA initiatives from discovery through implementation, stabilization, and ongoing support in a global, matrixed environment!

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world!

As an organization, we are united through trust as one engaged team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like

  • Implement the vision, roadmap, governance, and lifecycle management of Workday PSA, aligning platform capabilities with global finance, order-to-cash, project delivery, and operational priorities.
  • Serve as the enterprise design authority for Workday PSA. Lead solution architecture across Projects, Project Billing, Customer Contracts, Customer Accounts, Time Tracking, Expenses, Revenue Management, Accounts Receivable, and Collections.
  • Lead technical solutioning for major PSA initiatives from discovery and process design through configuration, testing, deployment, hypercare, and transition to steady state support.
  • Translate complex business requirements into scalable Workday configurations, business processes, security designs, integrations, and operating procedures.
  • Architect end-to-end professional services processes that support: Project, contract, customer, and worktag setup. Time and expense capture, approval, and corrections.
  • Billing schedules, billable transactions, invoice creation, adjustments, and special handling
  • Revenue schedules, revenue recognition, intercompany activity, and accounting alignment
  • Accounts receivable, cash application, collections, write-offs, and customer account management
  • Utilization, project performance, margin, operational, and financial reporting
  • Define architectural standards and guardrails for configuration, business processes, calculated fields, custom validations, reporting, security, and data governance.
  • Partner with Workday Financials and HCM architects to ensure PSA designs align with the broader Workday platform, enterprise architecture, chart of accounts, organizational structures, worker data, and time entry requirements.
  • Architect and oversee integrations between Workday PSA and adjacent platforms, including CRM, contract lifecycle management, ERP, tax, banking, data warehouses, reporting, payroll, and other enterprise applications.
  • Own data integrity and control design across customer, contract, project, worker, time, billing, revenue, invoice, and receivables data, with clear reconciliation and auditability.
  • Support the Workday security build, including security groups, domain and business process policies, role assignments, access controls, and separation of responsibilities.
  • Lead reporting and analytics architecture using Workday report writing, calculated fields, dashboards, worksheets, and downstream data platforms to support operational and executive decision making.
  • Evaluate Workday releases and new PSA capabilities, assess business and technical impacts, oversee regression testing, and guide adoption decisions.
  • Provide support for complex production issues, root-cause analysis, defect resolution, and business critical support while strengthening preventive controls.
  • Partner with application management service providers, implementation partners, and internal teams to establish clear delivery responsibilities, quality standards, documentation, knowledge transfer, and support boundaries.
  • Support training, change management, and adoption by helping collaborators understand solution design, process impacts, controls, and new ways of working.
  • Provide architecture reviews and design guidance across concurrent initiatives.

How this opportunity is different

This role goes well beyond maintaining current tools. You will:

  • Shape the future of a strategic enterprise platform that connects project delivery, time, billing, revenue, receivables, and financial reporting in one integrated operating model.
  • Balance global standards with regional and business requirements, designing solutions that are scalable across countries, legal entities, currencies, tax regimes, and professional services business models.
  • Play a central role in finance and operations transformation by simplifying fragmented processes, strengthening controls, improving data quality, and enabling more consistent client and colleague experiences.
  • Operate with a high degree of autonomy and ownership in a fast paced, matrixed environment, explaining complex designs, dependencies, risks, and tradeoffs to both technical and business audiences.
  • Influence platform strategy, sequencing, and investment decisions while remaining close enough to the technology to validate designs and solve difficult problems.

Skills and experience that will lead to success

Extensive hands-on experience architecting, configuring, and supporting Workday PSA and related Workday Financials capabilities in a complex global environment.

  • 7+ years of demonstrated experience with enterprise financial systems or professional services technology, including 5+ years of Workday Financials and PSA implementation, configuration, architecture, or consulting experience.
  • Deep functional knowledge of Workday Projects, Project Billing, Customer Contracts, Customer Accounts, Revenue Management, Time Tracking, Expenses, Accounts Receivable, Collections, and related accounting processes.
  • Demonstrated success designing scalable global solutions for project-to-cash or order-to-cash processes across multiple countries, legal entities, currencies, and business models.
  • Strong Workday configuration expertise, including business processes, condition rules, validations, calculated fields, custom reports, dashboards, worksheets, security, and release management.
  • Solid understanding of financial controls, data governance, reconciliation, auditability, and segregation of duties.
  • Experience leading testing strategy and execution across unit, end-to-end, integration, regression, user acceptance, and post-production validation.
  • Experience working with implementation partners and application management service providers, including design review, quality assurance, delivery governance, and knowledge transfer.
  • Good sense of ownership and accountability, with the ability to lead architecture and delivery decisions through ambiguity.
  • Solid ability to translate business needs into technical builds and clearly explain complex options and tradeoffs.
  • Demonstrable ability to lead and influence multi-functional, global initiatives without direct authority.
  • Ability to build trusted partnerships with Finance, Accounting, Operations, Commercial, HR, Data, Risk, Audit, and Technology collaborators.
  • Ability to manage multiple priorities, resolve design conflicts, and maintain momentum across concurrent projects and operational commitments.
  • Experience mentoring team members and raising the quality and consistency of solution design and delivery practices.
  • Bachelor's degree in Information Systems, Computer Science, Business, Finance, Accounting, or a related field; equivalent relevant experience may be considered.
  • Ability to connect PSA technology decisions to business outcomes such as billing accuracy, revenue integrity, cash collection, utilization visibility, operational efficiency, and client service.
  • Experience defining platform roadmaps, governance models, architecture principles, and release strategies.
  • Strategic, systems thinking attitude with strong architecture capabilities and a focus on scalability, standardization, control, and user experience.
  • Curiosity about emerging Workday capabilities, automation, analytics, and AI-enabled opportunities that can improve professional services operations and finance processes.
  • Comfort operating in an environment passionate about delivering clear results, defined service responsibilities, and ongoing improvement.
  • Workday Pro Financials certification preferred; current Workday Financials and PSA certifications are highly desirable.
  • Advanced knowledge of professional services, project accounting, order-to-cash, billing, revenue recognition, and accounts receivable processes preferred.
  • Experience with global Workday deployments and complex matrixed organizations strongly preferred. PMP, Agile, or related delivery certification preferred.
  • Demonstrated dedication to continuous learning and knowing the latest in Workday PSA, Financials, integration, reporting, security, and industry developments.

For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.

Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

Pay Transparency Laws:

The salary range for this position (intended for U.S. applicants) is $150k to $160k annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.

This position is eligible to participate in one of Aon’s annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan.

Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon’s discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program

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