Senior Workday Integrations Manager, Finance

Senior Workday Integrations Manager, Finance

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.
• 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.