Workday Financials PM
Quick Overview
Job Description
Job Title: Workday Financials PM
Location: REMOTE
Insurance brokerage experience needed
Job Description:
Lead end-to-end Workday Financials implementation (General Ledger, Accounts Payable/Receivable, Procurement, Cash Management, Fixed Assets, etc.) from initial planning through deployment and hypercare.
Build and maintain detailed project plans and budgets, setting scope, milestones, and resource assignments while managing dependencies and risks.
Serve as the central contact for stakeholders and steering committees, preparing concise updates, status reports, and executive-level presentations.
Direct integration and data migration workstreams to ensure accurate, secure data movement and smooth connections with upstream and downstream systems.
Incorporate Change Management activities into project planning to prepare impacted teams for new processes and systems. Partner with Finance, HR, and business leads to develop communications, training, and stakeholder engagement plans that support readiness and adoption.
Lead testing activities—unit, system, integration, and user acceptance—ensuring thorough defect resolution and readiness for deployment.
Coordinate cutover planning, go-live execution, and hypercare to secure a seamless transition to production.
Maintain proactive risk, issue, and change-control processes, including RAID tracking and contingency planning.
Embed compliance and internal controls in solution design to meet accounting and audit requirements.
Support user adoption and training while identifying opportunities for continuous improvement and future enhancements.
Requirements
Required Qualifications
Solid understanding of core financial processes: general ledger, accounts payable/receivable, cash management, procurement; and related integration and data conversion practices
Demonstrated ability to manage multiple projects in a fast-paced, acquisition-driven environment.
Strong written and verbal communication skills with the ability to convey complex information to both technical and business audiences.
Excellent interpersonal and relationship-building skills to foster collaboration and drive consensus.
Mature problem-solving and decision-making skills, with a track record of anticipating and resolving challenges.
Strong time-management skills and the ability to meet deadlines while balancing competing priorities.
Education and Experience:
Required Qualifications
Bachelor’s degree in Business, Finance, Accounting, Information Systems, or a related field
5–8 years of proven project management experience leading ERP or large-scale financial systems initiatives.
Experience integrating change management activities (such as communications, training, and stakeholder engagement) into large enterprise system projects.
Preferred Qualifications
Workday Financials implementation experience strongly preferred (or other tier-one ERP such as Oracle or SAP)
Skills
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