Portfolio & Delivery Lead, Order to Cash

Workday•Pleasanton, CA

1d•Hybrid

About The Position

Workday is seeking an experienced Principal Portfolio & Delivery Lead to join the Finance Transformation Office (FTO) team. This role is responsible for driving the modernization and optimization of Workday’s global finance function, with a focus on the Order to Cash (O2C) strategic initiative portfolio. The ideal candidate is an enthusiastic self-starter and proactive problem-solver capable of managing projects across multiple Finance functions (AR, RevOps), collaborating with cross-functional teams (IT, Product), driving standardization, and communicating with executive stakeholders. This is a significant opportunity to contribute to innovation, maturity, and standardization within Workday's finance operations.

Requirements

10+ years of progressive experience in corporate finance, financial portfolio management, strategic planning, or management consulting, ideally within a fast-growing SaaS or enterprise software environment.
Bachelor’s degree in a relevant discipline such as Business, Engineering, or a related discipline; a Master's degree preferred or equivalent practical experience.
Strong foundational knowledge of ASC 606 (Revenue from Contracts with Customers) and its operational impacts on billing architectures and financial systems portfolio prioritization.

Nice To Haves

Experience leading enterprise transformation initiatives at scale.
Proven success establishing portfolio governance and PMO frameworks, including resource capacity modeling to better optimize supply and demand.
Demonstrated ability to bridge the gap between upstream commercial teams (Sales Operations, Legal, pricing committees) and downstream finance functions to ensure system changes don't disrupt the revenue pipeline.
Forward-thinking ability to identify and execute AI/ML automation opportunities within both the portfolio and O2C spaces.
Understanding of internal controls and SOX compliance as they relate to automated billing systems and data integrity across the cash lifecycle.
Strong executive presence with the ability to influence VP and C-suite stakeholders.

Responsibilities

Own the Order to Cash (O2C) strategic initiative portfolio, including prioritization, sequencing, and value realization.
Establish portfolio management standards, metrics, and reporting that provide transparency into progress, risk, and outcomes.
Act as a critical bridge between Finance, IT, and Product to align technology roadmaps with corporate finance plans.
Measure actual business value beyond project delivery metrics. Design metrics and dashboards to track pre- and post-implementation financial performance (ROI, NPV, IRR).