Financials Solution Architect

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership of the comprehensive finance solution design for clients in financial services and insurance sectors.

• Convert finance outcomes into actionable decisions regarding processes, accounting, data, and systems.

• Lead discovery and Phase 0 initiatives, generating target architectures, design choices, delivery alternatives, and phased roadmaps.

• Manage the complete Financials design encompassing record to report, Foundation Data Model (FDM), chart of accounts, work tags, multi-entity and multi-currency accounting, intercompany transactions, and reporting.

• Define the integration of Workday Financials, Prism Analytics, and Accounting Center with operational platforms, accounting systems, and reporting tools.

• Address the flows of insurance premiums and claims, commissions, reinsurance balances, and reporting dimensions.

• Establish design governance across functional, data, integration, reporting, and security teams.

• Guide the delivery process through testing, cutover, and stabilization phases.

• Review configurations and prototypes while ensuring reconciliations and readiness evidence are in place.

• Assist go-to-market and account teams with discovery sessions, demonstrations, proposals, and estimations.

• Create sector-specific reference architectures, decision guides, recipe cards, and reusable accelerators.

• Mentor lead consultants and architects while reviewing solution quality.

• Evaluate Workday releases and identify automation opportunities.

⛳️ Requirements

• Extensive experience with Workday Financials across multiple deployments.

• Proven ownership of cross-functional solution design and experience through go-live phases, major post-deployment changes, or significant relevant client-side sector experience.

• In-depth practical knowledge of Foundation Data Model (FDM), financial accounting, and reporting.

• Broad experience across procure to pay, customer to cash, banking and settlement, and asset management.

• Direct experience in finance transformation or delivery within at least one financial services and insurance (FSI) subsector.

• Strong understanding of accounting fundamentals, including general ledger and subledger relationships, reconciliations, closing and consolidation, as well as multi-entity or multi-currency reporting.

• Capability to evaluate the applicability of Prism Analytics and Accounting Center.

• Experience in assessing integration, migration, security, and reporting dependencies.

• Proven ability to lead senior customer workshops, reconcile competing requirements, document decisions, estimate work, and communicate commercial implications.

• Experience in coaching consultants and evaluating delivery quality.

• Relevant current or prior Workday Financials certification, with a commitment to maintaining or renewing required certifications.

• Desirable: depth of knowledge in the insurance sector.

• Desirable: hands-on experience with Workday Prism Analytics or Accounting Center, along with relevant certifications.

• Desirable: recognized accounting qualification such as ACA, ACCA, CIMA, or CPA, or equivalent professional experience.

• Desirable: familiarity with Adaptive Planning, Workday Extend, or finance automation.

• Desirable: experience in building reusable sector assets, leading finance architecture across jurisdictions, or supporting customer finance teams post-deployment.

🏝️ Benefits

• A people-first culture.

• Support for growth and professional development.

• Commitment to diversity, equity, and inclusion.

• Recruitment accommodations and adjustments.

• Customized support throughout the recruitment process.