Lead Financial Solutions Consultant

5 days ago


Berwyn, Illinois, United States Workday, Inc. Full time

About the Role

As a Lead Financial Solutions Consultant at Workday, Inc., you will be instrumental in driving the successful deployment of our financial solutions tailored for the healthcare sector. This position offers a unique opportunity to collaborate with a diverse and inclusive team, working alongside sales, project management, product development, and fellow consultants to achieve exceptional outcomes. You will leverage your expertise to serve as an architect and advisor, ensuring that our financial and accounting solutions are seamlessly integrated with other functional domains.

Key Responsibilities:

  • Contribute to and uphold healthcare best practices to adapt to evolving industry standards and trends.
  • Assess client needs and design customized Workday financial solutions.
  • Showcase configurations through the creation of prototype systems and assist clients in the testing phase.
  • Engage in ongoing training and events to share your product and industry knowledge with peers.
  • Collaborate with the Engagement Manager by providing regular status updates and keeping them informed about the overall project progress.
  • Participate in customer discovery sessions to understand their requirements.
  • Guide and mentor junior consultants.

About You

  • P4:
  • 4+ years of experience in implementing or functioning within Financial Management software solutions such as Workday, Lawson, Oracle, or PeopleSoft.
  • 3+ years of consulting experience.
  • 4+ years of financial consulting experience, including at least 3 full-cycle implementations in the healthcare industry, or 6+ years of operational experience in financial or accounting roles within healthcare organizations.
  • Proficiency in General Ledger and familiarity with one or more of the following: Accounts Payable, Accounts Receivable, Asset Management, Expense Management, and Banking & Settlement.
  • P5:
  • 7+ years of experience in implementing or functioning within Financial Management software solutions such as Workday, Lawson, Oracle, or PeopleSoft.
  • 7+ years of consulting experience.
  • 6+ years of financial consulting experience, including at least 3 full-cycle implementations in the healthcare industry, or 6+ years of operational experience in financial or accounting roles within healthcare organizations.
  • Proficiency in General Ledger and familiarity with one or more of the following: Accounts Payable, Accounts Receivable, Asset Management, Expense Management, and Banking & Settlement.
  • Other Qualifications:
  • Bachelor's degree or equivalent experience, preferably in Finance or Accounting.
  • A strong commitment to customer service and experience in project management.
  • Experience in architecting Workday Foundation Data Model (FDM) and FIN Accounting solutions.
  • Ability to engage with all levels of customer leadership.
  • Capacity to quickly learn new technologies through formal training and self-directed study.
  • Experience with various financial applications.
  • Ability to manage multiple project engagements simultaneously.
  • Willingness to travel up to 50%.


  • Berwyn, Illinois, United States Workday, Inc. Full time

    Position Overview As a Lead Financial Solutions Consultant, you will be instrumental in driving the effective deployment of Workday's financial offerings tailored for our healthcare clientele. This role provides a unique opportunity to collaborate within a diverse and inclusive environment, working alongside sales, project management, product teams, and...


  • Berwyn, Illinois, United States Workday, Inc. Full time

    About the RoleWe are seeking a highly skilled Senior Financial Implementation Consultant to join our team at Workday, Inc. As a key member of our implementation team, you will play a critical role in ensuring the successful deployment of our financial solutions for healthcare customers.Key Responsibilities:Contribute to the development and maintenance of...


  • Berwyn, Illinois, United States Converge HR Solutions Full time

    About the RoleWe are seeking an experienced Accounting Specialist to join our team in Berwyn, PA. As an integral part of our financial operations, you will assist our Controller in managing the organization's financial management.Key ResponsibilitiesProcess payment receipts and bank deposits in a timely and accurate manner.Assist with Accounts Payable by...


  • Berwyn, Illinois, United States Alera Group, Inc. Full time

    Job Title: Financial Analyst and UnderwriterAbout the Role:The Financial Analyst and Underwriter is a key member of our client account team, working closely with the Consultant and Producer to deliver exceptional client service. This role requires a strong understanding of financial tools and workbooks, as well as excellent analytical and problem-solving...


  • Berwyn, Illinois, United States BMO Financial Group Full time

    About the RoleWe are seeking a highly skilled and motivated Retail Relationship Banker to join our team at BMO Financial Group. As a Retail Relationship Banker, you will be responsible for delivering exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesProvide personalized banking solutions to customers,...


  • Berwyn, Illinois, United States BMO Financial Group Full time

    About the RoleWe are seeking a highly skilled and motivated Retail Relationship Banker to join our team at BMO Financial Group. As a Retail Relationship Banker, you will be responsible for delivering exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesProvide personalized banking solutions to customers,...


  • Berwyn, Illinois, United States Sequoia Financial Group Full time

    Client Service AssociateSequoia Financial Group is a dynamic and growing Registered Investment Advisor (RIA) headquartered in Northeast Ohio, offering comprehensive financial planning and wealth management services. Our mission is to enrich lives by providing exceptional client experiences and fostering a culture of excellence.Key Responsibilities:Support a...


  • Berwyn, Illinois, United States State Street Full time

    About the RoleState Street is seeking a seasoned professional to lead client implementation efforts for our Alpha Account Services team. As a Strategic Client Implementation Manager, Senior Vice President, you will be responsible for providing expert guidance to clients on current and future state Alpha F2B operating models.Key ResponsibilitiesDevelop and...


  • Berwyn, Illinois, United States State Street Full time

    About the RoleState Street Alpha Platform Client Reporting & Visualization team is seeking a seasoned professional with exceptional client relationship and business analysis skills to develop and support services and product offerings. The ideal candidate will possess expertise in complex business analysis, functional requirements gathering, and...


  • Berwyn, Illinois, United States State Street Full time

    Job Title: Alpha Account Services Client Implementation Lead, Vice PresidentState Street Alpha Platform is seeking a seasoned professional to lead client implementation efforts for our Alpha Account Services product. As a Vice President, you will be responsible for providing expert business analysis and advice to clients on current and future state Alpha F2B...


  • Berwyn, Illinois, United States Converge HR Solutions Full time

    About the RoleWe are seeking a part-time Recruiting Consultant to join our team at Converge HR Solutions. As a Recruiting Consultant, you will play a critical role in supporting our clients' recruiting needs by sourcing and interviewing candidates for various open positions.Key ResponsibilitiesIdentify and attract candidates for open positions using online...


  • Berwyn, Illinois, United States Apex Solutions Full time

    About Apex SolutionsWe are a leading real estate company in Germany and Austria, specializing in the mediation and financing of residential properties. Our core competencies include close cooperation with banks, insurance companies, and financial service providers to complement their offerings for their customers around the property.Why Choose...


  • Berwyn, Illinois, United States PNC Financial Services Group Full time

    Job SummaryWe are seeking a highly motivated and experienced Commercial Banking Relationship Manager to join our team at PNC Financial Services Group. As a key member of our Commercial Banking organization, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and providing...


  • Berwyn, Illinois, United States Sam's Club Full time

    Job SummaryAs a Bakery Department Lead at Sam's Club, you will be responsible for driving sales in your area and supervising a team of hourly associates to deliver exceptional customer service and high-quality products to our members. You will model expertise in Bakery and work collaboratively with other team leaders to ensure the total club meets the...


  • Berwyn, Illinois, United States Envestnet Financial Technologies, Inc Full time

    Job SummaryEnvestnet Financial Technologies, Inc. is seeking a highly skilled Site Reliability Engineer II to join our team in Berwyn, PA. This role requires a strong background in cloud infrastructure, technical operations, and system performance analysis.Key ResponsibilitiesIdentify and resolve time-sensitive escalations, performing incident triage and...


  • Berwyn, Illinois, United States Envestnet Financial Technologies, Inc Full time

    Job Title: Site Reliability Engineer IIEnvestnet Financial Technologies, Inc. is seeking a skilled Site Reliability Engineer II to join our team in Berwyn, PA. This role offers the opportunity to work in a dynamic environment with a global support structure.Key Responsibilities:Identify, manage, and resolve time-sensitive escalations to ensure minimal...


  • Berwyn, Illinois, United States Bank of Montreal Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our team as a Retail Relationship Banker. As a key member of our branch team, you will be responsible for delivering exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesProactively engage with existing customers and prospects to...


  • Berwyn, Illinois, United States Apex Solutions Full time

    Unlock Your Potential as a Real Estate Agent with Apex SolutionsAre you looking for a challenging and rewarding career in the real estate industry? Do you have a passion for helping people find their dream homes? We are seeking a highly motivated and experienced Real Estate Agent to join our team at Apex Solutions in Traunstein, Germany.Why Choose Apex...


  • Berwyn, Illinois, United States BMO Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative in our Retail Banking Sales & Service department.Key ResponsibilitiesDeliver exceptional service to our customers and prospects, identifying their needs and providing advice and guidance on financial solutions that meet their...


  • Berwyn, Illinois, United States David Avila - State Farm Agent Full time

    Job OverviewAs a State Farm Agent Team Member, you will play a vital role in helping customers achieve their insurance and financial goals. If you are a motivated and customer-focused individual who enjoys working with the public, this could be the perfect opportunity for you.Key ResponsibilitiesEstablish and maintain strong relationships with customers,...