Sr. Director of Workday & Financial Systems

Key Responsibilities 

Team Leadership 

• Lead, develop, and retain a specialized Workday Financials and PSA team 

• Establish a scalable team and delivery model aligned to platform complexity and enterprise growth 

• Provide clear technical and functional leadership across projects, enhancements, and operations 

• Build durable internal capability while intentionally leveraging partners where appropriate 

• Manage Workday vendors, system integrators, and advisory partners 

Enterprise Delivery & Technology Leadership 

• Accountable for overall Workday Financials and PSA platform strategy, health, and evolution. 

• Partner with Enterprise Architecture and platform leaders to define and enforce SDLC, coding standards, and architectural principles 

• Own delivery quality for Workday Financials and PSA, balancing speed of execution with long‑term architectural rigor 

• Manage Workday release cycles, regression testing, and feature adoption 

• Ensure Workday Financials and PSA align with enterprise integration, data, and security standards 

• Contribute to multi‑year technology roadmaps spanning Workday, Salesforce, Snowflake, and adjacent finance platforms 

• Contribute to a repeatable M&A Runbook for the Financials and PSA teams 

• Serve as a senior Workday subject‑matter expert on business processes, configuration patterns, workflows, and reporting design 

• Maintain deep understanding of Workday data models, dimensions, and data elements 

• Lead Workday integrations and data onboarding for acquisitions 

• Lead and champion initiatives that apply advanced analytics and intelligent automation within Finance and PSA platforms to improve efficiency and scalability 

Finance Partnership & Business Enablement 

• Serve as a trusted IT partner to the CFO, Controller, FP&A, Treasury, and Finance Operations leadership 

• Support core financial processes including close, reporting, budgeting, and planning (Workday and Adaptive) 

• Drive automation of accounting‑related processes including banking, reconciliation, settlement, and cash application 

• Partner with Finance to rationalize and enhance intercompany accounting processes 

• Own and maintain bank integrations and related controls 

• Build and Maintain Workday data models, dimensions, and data elements, enabling accurate analysis.  

• Provide executive oversight and functional leadership for Workday PSA 

• Ensure effective alignment between PSA, Financials, and downstream revenue recognition 

• Partner with Salesforce and Commercial Systems teams to improve the end-to-end contract‑to‑cash lifecycle 

• Reduce manual handoffs and system fragmentation across quoting, projects, billing, and revenue workflows 

• Lead initiatives to evaluate and implement machine learning and intelligent automation capabilities that would drive efficiency in the Finance function 

Financial Systems Governance & Controls 

• Establish and operate a financial systems governance framework appropriate for a public company 

• Ensure SOX compliance for Workday related controls including access management, change management, and segregation of duties 

• Partner with Internal Audit on control testing, remediation, and audit readiness 

• Own Workday security architecture including role-based access, SoD design, and provisioning workflows 

• Partner with Cybersecurity and Internal Audit on platform security design and risk management 

Required Qualifications 

• 8+ years of experience leading enterprise financial systems, including Workday Financials and/or PSA 

• 5+ years in a leadership role managing ERP or financial systems teams 

• Strong financial accounting knowledge with 5+ years supporting core accounting processes (record‑to‑report, intercompany, close) 

• Experience operating in a publicly traded company with SOX and audit requirements 

• Demonstrated ability to partner with senior Finance leadership as a trusted advisor  

• Experience leading platform transformations, optimizations, or new implementations 

• Experience supporting highly acquisitive environments 
   

Preferred Qualifications 

• Accounting background or prior experience embedded within Finance organizations 

• Multiple implementations or large-scale deployments of Workday Financials and/or PSA 

• Proven experience supporting PSA in a professional or project-based services environment 

• Experience with adjacent platforms such as Salesforce, Snowflake, and Coupa 

• Background in financial data governance and master data management 

• Workday Pro certification(s) in Financial Management domains (Record‑to‑Report, Procure‑to‑Pay, Contracts‑to‑Cash, Financials Reporting, Adaptive Planning) preferred