Senior Workday Integrations Manager, Finance

About the role

Join Aprio's Finance team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Workday Integrations Manager to join their dynamic team. The Workday Integrations, Automation & Technical Lead owns the design, build, and ongoing health of Workday integrations and automations across Finance and HR. This role pairs hands-on technical work — integrations, custom reports, business processes, and security — with cross-functional coordination, partnering closely with Finance, HR, and Risk to deliver compliant, efficient, and well-documented solutions. The Lead also champions emerging automation and AI tools (such as Claude) by enabling and training internal staff, and provides technical support for the CloudPay–Workday implementation effort.

Responsibilities

• Design, develop, maintain, and troubleshoot Workday integrations (EIB, Core Connectors, Studio, and web services), ensuring reliable and secure data exchange across systems.
• Develop and maintain custom Workday reports — including advanced, matrix, and composite reports — to meet evolving Finance and HR reporting needs.
• Administer Workday security by assigning, auditing, and regularly reviewing role-based permissions to safeguard data integrity and enforce least-privilege access.
• Configure, optimize, and maintain Workday business processes and condition rules to support efficient, compliant workflows.
• Monitor and triage help desk tickets related to Workday configuration, resolving issues promptly and identifying recurring trends for proactive remediation.
• Partner with Finance and HR to scope, prioritize, and deliver automation and AI solutions that streamline manual processes.
• Serve as a cross-functional liaison between Finance and HR, coordinating Workday configuration efforts and aligning processes across both functions.
• Develop and deliver training and enablement on automation and AI tools (such as Claude), building internal capability and driving staff adoption.
• Provide technical and functional support for current and upcoming CloudPay–Workday implementations, from planning through go-live and stabilization.
• Maintain a comprehensive ClickUp project portfolio with detailed, up-to-date status notes to ensure transparency and accountability.
• Proactively communicate project status, risks, and dependencies to Finance and HR stakeholders.
• Establish and maintain ongoing communication with the Risk function to ensure projects adhere to firm policy and compliance requirements.
• Provide general Workday troubleshooting and escalated support across modules to maintain system stability and user productivity.
• Participate in Finance and HR meetings to identify and champion new opportunities for automation and process efficiency.
• Demonstrate a commitment to continuous learning, expanding expertise into Workday areas beyond integrations to support broader team needs.

Qualifications

• Workday integrations: Proven experience designing, building, and troubleshooting Workday integrations using EIB, Core Connectors, Workday Studio, and REST/SOAP web services.
• Custom reporting: Proficiency creating and maintaining advanced, matrix, and composite reports and calculated fields for Finance and HR.
• Security administration: Hands-on experience configuring Workday security groups and domain/business process policies and conducting regular access reviews aligned to least-privilege principles.
• Business process configuration: Demonstrated ability to build, edit, and optimize Workday business processes and condition rules.
• Issue resolution: Experience monitoring and triaging configuration tickets, with strong root-cause analysis and troubleshooting skills across Workday modules.
• Automation & AI enablement: Experience scoping and delivering automation/AI solutions and training non-technical staff on tools such as Claude.
• Cross-functional collaboration: Strong communication skills and a track record of partnering across Finance, HR, and Risk, including proactive status reporting and policy/compliance coordination.
• Implementation support: Experience supporting payroll or third-party system implementations (CloudPay–Workday or comparable) from planning through go-live and stabilization.
• Project tracking & documentation: Proficiency maintaining detailed project status and documentation in ClickUp or a similar work-management tool.
• Adaptability & learning: A continuous-improvement mindset and willingness to learn Workday areas beyond integrations to support broader team needs.
• Availability: Able to work remotely, with availability for occasional in-office work and required meetings outside normal business hours.

Preferred qualifications

• Experience supporting payroll integrations, particularly CloudPay–Workday, or comparable third-party payroll/vendor integrations.
• Familiarity with automation and AI tools (such as Claude) and experience enabling or training non-technical staff to use them.
• Experience working within a governance/compliance framework and partnering with a Risk or internal controls function.
• Experience managing work and project status in ClickUp or a similar work-management tool.
• Exposure to professional services, accounting, or financial services environments.
• Workday Pro certification(s) in Integrations, Reporting, or related tracks.

Technical skills & competencies

• Workday: Integrations (EIB, Core Connector, Studio), Report Writer, Calculated Fields, Business Process Framework, Security Administration.
• Data & integration concepts: XML/XSLT, REST/SOAP web services, data transformation and error handling.
• Automation & AI: process automation design, prompt-based AI tooling, and end-user enablement.
• Tooling: ClickUp (or equivalent), help-desk/ticketing systems, and collaboration platforms (e.g., Microsoft Teams).
• Soft skills: cross-functional collaboration, clear documentation, stakeholder communication, and a continuous-improvement mindset.

Education & experience

• Bachelor's degree in Information Systems, Computer Science, Finance, Human Resources, or a related field (or equivalent practical experience).
• 5+ years of relevant Workday and/or systems-integration experience, including demonstrated lead-level ownership of integrations, reporting, and configuration work.

Benefits

• Medical, Dental, and Vision Insurance on the first day of employment
• Flexible Spending Account and Dependent Care Account
• 401k with Profit Sharing
• 9+ holidays and discretionary time off structure
• Parental Leave – coverage for both primary and secondary caregivers
• Tuition Assistance Program and CPA support program with cash incentive upon completion
• Discretionary incentive compensation based on firm, group and individual performance
• Incentive compensation related to origination of new client sales
• Top rated wellness program
• Flexible working environment including remote and hybrid options