Senior Associate, Workday Financials Product Team

HarbourVest Partners • Boston, MA

12d • $105,000 - $120,000 • Hybrid

About The Position

HarbourVest is seeking a Senior Associate to join its Finance Transformation team as a Workday Financials technology specialist. Working with the Vice President, Workday Financials Product Owner, this role supports and improves HarbourVest’s Workday financial technology ecosystem through reporting, analytics, process improvement, and platform administration. The Senior Associate works with Accounting, Finance, Tax, Treasury, Data Governance, and Technology teams to help users understand, use, and optimize Workday Financials and related platforms.

This is a Workday Financials administration and reporting role focused on understanding financial processes in Workday and building reports, tools, and solutions that improve finance and accounting operations. The role supports users in understanding system behavior, investigating transaction activity, supporting reconciliations, and translating business requirements into effective Workday solutions. It is not an FP&A or Staff Accountant role and does not involve responsibility for preparing journal entries, performing reconciliations, or completing month-end close activities.

The position also supports Workday Adaptive Planning operations and partners with FP&A on model enhancements, with FP&A continuing to lead planning content. The role follows change management, testing, documentation, and control practices. The position has a hybrid arrangement with 18 remote workdays per quarter, subject to manager approval.

Requirements

• Bachelor’s degree in Accounting, Finance, Information Systems, or a related field.
• Proven experience working with Workday Financials in financial reporting, finance operations, financial systems, accounting, audit, or a techno-functional role.
• Working knowledge of Workday Financials reporting tools, including Report Writer, Dashboards, and OfficeConnect.
• Proficiency in accounting fundamentals, including the general ledger, journals, accruals, and close processes.
• Exposure to Workday business process configuration.
• Attention to detail and ability to communicate Workday and financial concepts effectively to finance and technical partners.

Nice To Haves

• Hands-on experience with Workday Adaptive Planning and/or Accounting Center.
• Curiosity about, or early exposure to, Workday AI and agent capabilities.
• Exposure to Workday Prism Analytics, SQL, or BI tools.
• Familiarity with Workday integrations such as EIB or Core Connectors.
• Workday certification, CPA designation, or CPA candidate status.
• Experience in asset management, private markets, or multi-entity, multi-currency environments.

Responsibilities

• Build, maintain, and improve custom Workday Financials reports, including advanced, matrix, composite, and financial statement reports.
• Develop dashboards and worklets that provide Accounting, Finance, and leadership with timely visibility.
• Create and maintain management and close reporting packages in OfficeConnect.
• Reconcile report output to the general ledger and ensure accuracy, consistency, and auditability.
• Translate Accounting and Finance reporting requests into specifications, then build and test solutions.
• Manage report sharing, user access, and documentation.
• Support Financial Data Model (FDM) maintenance, including worktags, hierarchies, and reference data.
• Maintain Account Posting Rules, Elimination Rules, and Accounting and Consolidation Details in alignment with company accounting policies and GAAP.
• Support Workday Accounting Center administration, including understanding how operational transactions become accounting and financial reporting outcomes.
• Support evaluation, testing, and enhancement of Workday Financials business processes, including workflow steps, approvals, and notifications.
• Gather requirements, document enhancement requests, and support release testing and user acceptance testing for Workday updates and new functionality.
• Resolve user issues and escalate them to IT or Workday support as needed.
• Help evaluate, test, and implement emerging Workday AI capabilities and other productivity tools.
• Support Adaptive Planning operations, including sheets, dimensions, versions, and data loads.
• Maintain Adaptive reports and OfficeConnect packages and keep Adaptive aligned with Workday Financials data.
• Partner with FP&A on model enhancements and requests, supporting the model build while FP&A leads planning content.
• Maintain consistent data standards across reports and dashboards.
• Follow change management, testing, documentation, and control practices that support the control environment.

Benefits

• Discretionary annual bonus based on individual and overall firm performance.
• Potential participation in long-term reward programs, typically for more senior-level roles.
• Retirement contributions.
• Health insurance.
• Income protection.
• Paid time off and leave benefits.
• Well-being programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior