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Financials Spend Functional Consultant - Workday Success Plans

Workday

Financials Spend Functional Consultant - Workday Success Plans

Workday

Costa Rica

·

On-site

·

Full-time

·

2w ago

Benefits & Perks

Flexible Hours

Remote Work

Flexible Hours

Remote Work

Required Skills

Finance systems knowledge

Software consulting

Workday

Bilingual English/Spanish

Critical thinking

Communication

Your work days are brighter here.

We’re obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and agents, we’re shaping the future of work so teams can reach their potential and focus on what matters most. The minute you join, you’ll feel it. Not just in the products we build, but in how we show up for each other. Our culture is rooted in integrity, empathy, and shared enthusiasm. We’re in this together, tackling big challenges with bold ideas and genuine care. We look for curious minds and courageous collaborators who bring sun-drenched optimism and drive. Whether you're building smarter solutions, supporting customers, or creating a space where everyone belongs, you’ll do meaningful work with Workmates who’ve got your back. In return, we’ll give you the trust to take risks, the tools to grow, the skills to develop and the support of a company invested in you for the long haul. So, if you want to inspire a brighter work day for everyone, including yourself, you’ve found a match in Workday, and we hope to be a match for you too.

About the Team

Would you enjoy learning new things in a fast paced environment? Do you have an appetite for variety and challenging business problems to solve? Are you a great communicator who can clearly articulate and demonstrate the value of Workday solutions to our customers? The Workday Success Plans team works directly with customers through targeted micro-consulting engagements to help solve their business needs using the Workday application. Responsible for acting as a trusted Workday advisor, you will have the opportunity to assist customers with how-to questions, troubleshoot and guide customers through configuration, and provide feature demonstrations. As a Workday expert, customers will benefit from your knowledge as you share your experience, identify key considerations, and highlight standard methodologies.

Our team of professionals have a broad and deep understanding of Workday, and enjoy the reward of helping customers solve problems, learn about new features, and find greater value in their Workday investment. So if you are passionate about the value technology can bring to an organization, love learning and want to work directly with some of the greatest companies on the planet, bring your energy and teamwork to the Workday Success Plans team!

About the Role

Our Consultants have a deep understanding of Workday Financials applications. In this position, we are looking for expertise in the following Functional Areas:

Procurement

  • Requisitions/Purchase Orders

  • RFX

  • Receipts/Receipt Accruals

  • Supplier Portal

  • Procurement Cards

Supplier Accounts

  • Suppliers

  • Supplier Invoices

  • Matching

  • 1099 Processing​

Banking & Settlement

  • Settlement Runs

  • First Notice Rules

  • Cash Forecasting

  • Bank Reconciliation

  • Ad Hoc Bank Transactions

Expenses

  • Spend Authorizations

  • Expense Report Processing and Repayments

  • Credit Card Processing

  • Travel Booking Records

Primary responsibilities of this role include delivering various services to Workday Success Plans customers. To be successful, this requires:

  • Conducting research to ensure understanding of customer questions and related Workday concepts

  • Delivering small scope consulting in response to customer requests; providing configuration guidance, demonstrations, considerations, tips & trick

  • Troubleshooting product configuration to resolve or provide optimal product configuration to meet customer business requirements.

  • Clearly and effectively communicating responses and value to customers

  • Creating and delivering customer presentations on how to use Workday features to achieve business goals (Accelerator Webinars).

  • Providing one-on-one consulting guidance to accelerate customer feature adoption (Feature Accelerator)

  • Reviewing customer tenants to identify adoption opportunities (Feature Adoption Tenant Reviews)

  • Completing and maintaining product expertise and Workday Certification(s) along with familiarity with Workday roadmap.

  • Keeping up to date with industry practices and the ability to engage with our customers on those topics

  • Helping drive the creation of new programs to drive customer feature adoption

​In addition to delivering Workday Success Plans services, our Workday professionals will also deliver other Customer Enablement services, such as:

  • Office Hours to conduct appointment-based consulting engagements providing guidance and product expertise to customers

  • Perform configuration and business requirements reviews with a detailed deliverable calling out opportunities for optimization

  • Provide one-on-one customer configuration designs

  • Deployments including full deployment of Workday features

About You Basic Qualifications:

  • 3 years of experience with Finance systems, including but not limited to Workday, People Soft, SAP, Oracle, and/or JD Edwards

  • 2 years of software consulting/support experience

  • Candidates need to be fully bilingual in English and Spanish

Other Qualifications:

  • Workday Certification or ability to certify in one of the following: Record to Report, Contracts to Cash, Procure to Pay

  • Ability to gain a thorough understanding of Workday concepts as new features are released

  • Strong critical thinking skills so as to understand complex, technical process issues and facilitate/influence decision making

  • Bachelor’s degree or relevant work experience required.  Advanced degree preferred

  • Travel up to 10%

Pursuant to applicable Fair Chance law, Workday will consider for employment qualified applicants with arrest and conviction records.

Workday is an Equal Opportunity Employer including individuals with disabilities and protected veterans.

Are you being referred to one of our roles? If so, ask your connection at Workday about our Employee Referral process!

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About Workday

Workday

Workday

Public

Workday, Inc., is an American on‑demand (cloud-based) financial management, human capital management, and student information system software vendor.

10,001+

Employees

Pleasanton

Headquarters

Reviews

2.6

15 reviews

Work Life Balance

3.0

Compensation

4.0

Culture

2.5

Career

2.8

Management

2.2

25%

Recommend to a Friend

Pros

Competitive compensation packages

Principal/senior level opportunities available

AI/technology focus areas

Cons

Major layoffs (8.5% workforce reduction)

Age discrimination lawsuit regarding AI hiring tools

Proprietary Xpresso language is difficult and non-transferable

Salary Ranges

2 data points

Junior/L3

Senior/L5

Staff/L6

Junior/L3 · Data Scientist P2

0 reports

$130,000

total / year

Base

-

Stock

-

Bonus

-

$110,500

$149,500

Interview Experience

9 interviews

Difficulty

3.9

/ 5

Duration

14-28 weeks

Experience

Positive 11%

Neutral 11%

Negative 78%

Interview Process

1

Application Review

2

Recruiter Screen

3

Hiring Manager Interview

4

Director Interview

5

Team Interviews

6

Offer Decision

Common Questions

Behavioral/STAR

Past Experience

Culture Fit

Technical Knowledge

Management/Leadership