Business Analyst - Workday Financials | Skill | Years of Experience | Proficiency Level (1-5) |
| Run discovery workshops with Finance and IT. Document current posting flows and the legacy cost-plus process. | | |
| Project Start date | | |
| Configure Accounting Center sources for pharmacy paid claims, reversals, adjustments, capitation, and admin fees. | | |
| Build the rulebook and exception taxonomy. Set up reject queues, routing, and SLAs. | | |
| Define and implement controls. Maker and checker, tie outs from source batch to journal totals, no out of balance postings, monthly sample reviews. | | |
| Design cost plus in Workday. Client hierarchy, price lists, fee tables, caps and floors, invoice templates, threshold approvals, dispute and rebill. | | |
| Align revenue policies and drive automatic AR and GL postings. | | |
| Produce reconciliation views. Billed to GL by client and cost pool | | |
| Excellent communication skills to collaborate with stakeholders and convey technical concepts effectively. | | |
| Strong problem-solving skills and attention to detail to address complex data challenges effectively. | | |
| Excellent communication, presentation, and interpersonal skills are essential. | | |
Key Responsibilities: • Act as the primary liaison between business users, finance teams, and IT to understand issues, analyze root causes, and provide sustainable solutions.
• Support the Workday Finance application by understanding its key modules such as Accounts Payable, Accounts Receivable, Procurement, Expenses, and Financial Accounting.
• Conduct business process analysis to identify improvement opportunities in financial workflows, reporting, and controls.
• Collaborate with stakeholders to define and document business requirements, user stories, and acceptance criteria.
• Evaluate current Workday finance usage and recommend enhancements or automation to improve efficiency and data accuracy.
• Partner with technical teams to design and validate Workday configuration changes or integrations with third-party systems.
• Proactively identify process gaps, redundancies, and manual interventions that can be automated using Workday capabilities or related tools (e.g., Workday Extend, Prism, or integration solutions).
• Support UAT, change management, and post-deployment validation for finance-related changes.
• Monitor key system and process KPIs to ensure continuous improvement and alignment with business goals.
• Stay updated on Workday Financials roadmap and best practices to advise the business on modernization opportunities.
Required Skills and Experience: • 8+ years of overall experience, with at least 2–3 years working with Workday Financials (configuration, support, or business analysis).
• Proven experience in finance operations or ERP finance processes (e.g., GL, AP, AR, procurement, budgeting, or reporting).
• Strong background in business analysis, process mapping, requirements gathering, and stakeholder management.
• Experience identifying and implementing automation or process optimization opportunities (e.g., RPA, workflow automation, or analytics-driven improvements).
• Familiarity with Workday reporting, integration concepts, and financial data structures.
• Excellent communication and documentation skills; ability to translate business needs into actionable requirements.
• Strong problem-solving and analytical skills, with a proactive and consultative approach.
Preferred Qualifications: • Workday Financials certification or training (desirable but not mandatory).
• Experience working in shared services or global finance transformation environments.
• Knowledge of automation tools or analytics platforms (e.g., Power BI, Tableau, Alteryx).