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FactSet · 7 hours ago

Senior Manager, Workday Financials

United States

Full-time

Remote

Senior Level

$150K/yr - $170K/yr

5+ years exp

FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide. The Senior Manager for Workday Financials will lead the Customer Accounts and Revenue Management pillar, manage projects, and implement standards for supporting Financial Systems within the Finance organization.

AnalyticsFinanceFinancial ExchangesFinancial ServicesInsurTechSoftware

Culture & Values

H1B Sponsor Likely

Responsibilities

Responsible for leading the Workday Financials Customer Accounts and Revenue Management pillar

Resident expert in the Workday Financials product suite with an emphasis on Customer Accounts & Revenue Management. Share deep knowledge of customer contracts, billing schedules, revenue recognition schedules, and the end-to-end lifecycle from invoice to cash

Manage small projects, facilitate meetings, lead discovery sessions

As part of a larger team, manage the administration of the Workday system including system configuration, maintaining security, data audits and corrections, and introduction of new functionality

Manage twice a year mandatory release

Identify, recommend, and track opportunities for process and operational improvements. Analyze problems, formulate solutions and alternatives, and deliver solutions that achieve desired results in a timely and cost-efficient manner

Design, develop, and support custom Advanced, Composite and Matrix Reports, Business Process Validation Rules, Calculated Fields and EIBs

Implement standards and best practices for supporting Financial Systems used by the Finance organization

Maintain a thorough understanding of the accounting system design, particularly related to data flow

Develop comprehensive documentation, including user stories, process flow diagrams, data mapping tables, test scenarios, and best practice guidelines

Qualification

Workday FinancialsCustomer Accounts ManagementRevenue ManagementWorkday ReportingInvoice to Cash expertiseWorkday Security FrameworkProfessional Service AutomationRevenue recognition experienceMS Office proficiencyBuilding Organizational CommitmentCustomer FocusedInitiative

Required

5+ Years of experience implementing Workday Financials, preferably in a consulting role

Workday Customer Accounts and Revenue Management certification and a minimum of 3 successful implementations

Workday Advanced Reporting certification

A deep understanding of the Workday security and business process framework

Invoice to Cash domain expertise

Experience with 3rd-party tax services

Customer Focused – personally demonstrate that both external and internal customers are a high priority by identifying and responding to their needs in a timely and efficient manner

Bachelor's degree in business, Accounting, MIS, Engineering or Computer Science

Preferred

Experience with Professional Service Automation (PSA)

Revenue recognition and accounting experience

Initiative – Recognizes opportunities and initiates actions to capitalize on them by looking for a new and productive ways to make an impact

Capable of writing Standard, Advanced, Matrix and Composite reports. Experience with creating complex calculated fields, custom objects

Must be experienced user of MS Office (Word, Excel, Outlook, Access, PowerPoint; In Excel, must have ability to create pivot tables, v/lookups)

Ability to act quickly and iterate to achieve results

Building Organizational Commitment – Demonstrates commitment, integrity and appreciation for the organization

Company

FactSet

Glassdoor4.0

FactSet is a financial research company that offers risk analytics tools and data for institutional investors.

Founded in 1978

Norwalk, Connecticut, USA

10001+ employees

http://www.factset.com

H1B Sponsorship

FactSet has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

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Trends of Total Sponsorships

2025 (36)

2024 (25)

2023 (56)

2022 (86)

2021 (76)

2020 (79)