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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Workday Financials implementation, including design, configuration, and testing of financial processes. Possesses strong accounting knowledge and the ability to lead workshops, manage workstream dependencies, and ensure delivery quality in finance operations within the financial services and insurance sectors.
Highest-signal resume keywords
Workday Financials ImplementationFinancial AccountingFDM SpecialismAccounting KnowledgeWorkday Reporting
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Process DesignData MigrationFinancial ReconciliationJournal ProcessingGeneral Ledger ReconciliationSubledger ReconciliationPeriod-End CloseCalculated FieldsTest AutomationBusiness Process Configuration
Soft Skills
Workshop LeadershipClear CommunicationCoachingQuality AssuranceProcess Improvement
Tools & Technologies
Workday Prism AnalyticsAccounting CenterWorkday Reporting
Certifications & Qualifications
Workday Financials CertificationACAACCACIMACPA
Industry Keywords
Financial ServicesInsuranceClaims AccountingPremium AccountingReinsuranceMulti-Entity ProcessesMulti-Currency ProcessesIntercompany Processes
About the role
Key responsibilities & impact- Lead finance workstream discovery and design workshops
- Understand customer accounting processes, reporting needs and controls
- Document requirements, acceptance criteria and architectural decisions
- Design and configure Financials business processes, accounting rules, worktags and reports
- Apply financial-services and insurance knowledge to premium, claims, commission and reinsurance scenarios
- Own workstream deliverables, estimates and short-term plans
- Allocate and review consultant tasks, track dependencies and escalate risks
- Define source mappings, accounting requirements and control totals with specialist teams
- Validate outputs, exceptions, corrections and reconciliations
- Build prototypes and configuration documentation
- Prepare and execute tests, investigate defects and support customer user acceptance testing
- Support data migration, cutover rehearsals, go-live readiness, opening balances and reconciliation
- Provide training, operating procedures and handover to customer and support teams
- Build and maintain sector recipe cards, test packs and model-tenant scenarios
- Support presales workshops and demonstrations
- Coach consultants and identify opportunities for process improvement and approved automation
Requirements
What you’ll need- Practical Workday Financials implementation experience, including leadership of a functional workstream through design, configuration and testing
- Experience of go-live or substantial post-deployment change
- Strong hands-on capability in at least one Financials area
- Record-to-report, financial accounting or FDM specialism preferred
- Direct experience supporting finance operations or transformation in an FSI organisation, or delivering a finance workstream for an FSI customer
- Sound accounting knowledge, including journal processing, general ledger and subledger reconciliation, period-end close and financial reporting
- Practical knowledge of FDM and worktags, business process configuration, Workday reporting and calculated fields
- Experience preparing or validating data loads and financial reconciliations
- Ability to lead workshops, document requirements and decisions, estimate work, manage workstream dependencies and explain issues clearly
- Evidence of reviewing others’ work, coaching consultants and maintaining delivery quality
- Understanding of access controls, segregation of duties and finance-control evidence
- Relevant current or previous Workday Financials certification
- Commitment to maintain or renew required certifications and build knowledge of the relevant FSI subsector
- Insurance experience involving premium or claims accounting, commissions, reinsurance, broker settlements or management and statutory reporting is desirable
- Hands-on experience or certification in Workday Prism Analytics or Accounting Center is desirable
- Recognised accountancy qualification such as ACA, ACCA, CIMA or CPA, or equivalent professional experience, is desirable
- Exposure to multi-entity, multi-currency or intercompany processes is desirable
- Experience creating demonstrations or reusable delivery assets, using test automation, or supporting Financials optimisation and managed services after deployment is desirable
Benefits
Comp & perks- People-first culture
- Growth and professional support
- Diversity, equity and inclusion commitment
- Recruitment accommodations and adjustments
- Tailored recruitment process support