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PJT Partners

Global advisory-focused investment bank and fundraising

Associate – Technology - Workday Financials

Enterprise ApplicationsConfirmed live in the last 24 hours
Full-timeNew York, NY, USAIn-person

About the Job

Requirements

  • A bachelor's degree in Business Administration, Information Technology, Finance, or a Business-related degree is required.
  • Three to four years of experience with Workday Financials, including hands-on configuration exposure to Accounts Payable, Contracts to Cash, General Ledger, and Expense.
  • Demonstrated experience configuring Workday business processes, including approval routing and conditional logic.
  • Working knowledge of Workday security, including domain security policies, business process security policies, and security group configuration.
  • Strong Workday Report Writer skills, including calculated fields and advanced or matrix reports.
  • Experience providing production support in a live Workday tenant, including incident triage and root cause analysis.
  • Strong written and verbal communication skills, with the ability to collaborate with multiple stakeholders.
  • Problem-solving skills and the ability to troubleshoot complex issues.
  • Ability to work in a fast-paced, dynamic environment and manage multiple priorities.

Responsibilities

  • Provide day-to-day production support for Workday Financials by triaging, diagnosing, and resolving configuration or data issues.
  • Support Workday Financials-related projects from planning through execution, ensuring alignment with business goals and timelines.
  • Manage configuration, testing, and deployment of updates across Workday Financials modules, including Financial Accounting, Procurement, Accounts Payable, Expenses, and Projects, as well as business process configuration and security administration.
  • Support Financials platform rollouts within finance, accounting, and procurement business verticals.
  • Design, build, and maintain business process configuration across Financials workstreams, including approval chains, conditional routing, and notifications.
  • Configure and maintain domain and business process security policies, supporting security group assignments, access reviews, and audit and compliance requests.
  • Build and maintain custom reports, calculated fields, and dashboards using Workday Report Writer, partnering with Finance to translate reporting requirements into scalable designs.
  • Partner with Finance, Accounting, and other cross-functional teams to understand business needs and support the design of effective Workday Financials solutions.
  • Support integration efforts between Workday Financials and other enterprise systems, including banking platforms, expense management tools, and procurement vendors, to help ensure smooth data flow and operational continuity.
  • Support Workday release readiness activities, including reviewing new features ahead of semi-annual updates, testing impacted areas, and coordinating changes with Finance stakeholders.
  • Stay current on Workday's evolving artificial intelligence and automation capabilities and help identify opportunities to apply them to Financials processes and reporting.
  • Monitor day-to-day user experience and platform performance for Workday Financials, flag issues, support resolution, and escalate and coordinate with Workday support or third-party consultants as needed.

About the Company

PJT Partners

Global advisory-focused investment bank and fundraising

PJT Partners is a global advisory-focused investment bank providing strategic advisory, shareholder advisory, restructuring and special situations, and private fund advisory and fundraising through PJT Park Hill. It helps clients by guiding mergers and acquisitions, capital markets decisions, governance matters, and capital-raising efforts, using specialized teams such as PJT Camberview for shareholder engagement. The firm differentiates itself with integrated advisory capabilities across multiple disciplines and dedicated platforms like PJT Park Hill and Camberview, offering broad, coordinated advice that few competitors match. Its goal is to help clients navigate complex financial challenges and execute strategies that improve value and outcomes.

Company size
1,001-5,000
Company stage
IPO
Headquarters
New York City, New York
Founded
2015

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