Sr. Director of Workday & Financial Systems

Montrose Environmental Group•Irvine, CA

About The Position

The Sr. Director, Workday & Financial Systems leads the enterprise Workday Financials and Professional Services Automation (PSA) platform for Onterris, an $800M+ publicly traded, highly acquisitive organization. The role balances enterprise delivery leadership, strong financial accounting acumen, and deep Workday functional fluency, guiding a specialized systems team through platform optimization, M&A integration, and operating model maturity. In partnership with business leaders across Onterris, this position directly supports the company’s mission of advancing our way of life without compromising the integrity of our environment.

Requirements

8+ years of experience leading enterprise financial systems, including Workday Financials and/or PSA
5+ years in a leadership role managing ERP or financial systems teams
Strong financial accounting knowledge with 5+ years supporting core accounting processes (record-to-report, intercompany, close)
Experience operating in a publicly traded company with SOX and audit requirements
Demonstrated ability to partner with senior Finance leadership as a trusted advisor
Experience leading platform transformations, optimizations, or new implementations
Experience supporting highly acquisitive environments

Nice To Haves

Accounting background or prior experience embedded within Finance organizations
Multiple implementations or large-scale deployments of Workday Financials and/or PSA
Proven experience supporting PSA in a professional or project-based services environment
Experience with adjacent platforms such as Salesforce, Snowflake, and Coupa
Background in financial data governance and master data management
Workday Pro certification(s) in Financial Management domains (Record-to-Report, Procure-to-Pay, Contracts-to-Cash, Financials Reporting, Adaptive Planning) preferred

Responsibilities

Lead, develop, and retain a specialized Workday Financials and PSA team
Establish a scalable team and delivery model aligned to platform complexity and enterprise growth
Provide clear technical and functional leadership across projects, enhancements, and operations
Build durable internal capability while intentionally leveraging partners where appropriate
Manage Workday vendors, system integrators, and advisory partners
Accountable for overall Workday Financials and PSA platform strategy, health, and evolution.
Partner with Enterprise Architecture and platform leaders to define and enforce SDLC, coding standards, and architectural principles
Own delivery quality for Workday Financials and PSA, balancing speed of execution with long-term architectural rigor
Manage Workday release cycles, regression testing, and feature adoption
Ensure Workday Financials and PSA align with enterprise integration, data, and security standards
Contribute to multi-year technology roadmaps spanning Workday, Salesforce, Snowflake, and adjacent finance platforms
Contribute to a repeatable M&A Runbook for the Financials and PSA teams
Serve as a senior Workday subject-matter expert on business processes, configuration patterns, workflows, and reporting design
Maintain deep understanding of Workday data models, dimensions, and data elements
Lead Workday integrations and data onboarding for acquisitions
Lead and champion initiatives that apply advanced analytics and intelligent automation within Finance and PSA platforms to improve efficiency and scalability
Serve as a trusted IT partner to the CFO, Controller, FP&A, Treasury, and Finance Operations leadership
Support core financial processes including close, reporting, budgeting, and planning (Workday and Adaptive)
Drive automation of accounting-related processes including banking, reconciliation, settlement, and cash application
Partner with Finance to rationalize and enhance intercompany accounting processes
Own and maintain bank integrations and related controls
Build and Maintain Workday data models, dimensions, and data elements, enabling accurate analysis.
Provide executive oversight and functional leadership for Workday PSA
Ensure effective alignment between PSA, Financials, and downstream revenue recognition
Partner with Salesforce and Commercial Systems teams to improve the end-to-end contract-to-cash lifecycle
Reduce manual handoffs and system fragmentation across quoting, projects, billing, and revenue workflows
Lead initiatives to evaluate and implement machine learning and intelligent automation capabilities that would drive efficiency in the Finance function
Establish and operate a financial systems governance framework appropriate for a public company
Ensure SOX compliance for Workday related controls including access management, change management, and segregation of duties
Partner with Internal Audit on control testing, remediation, and audit readiness
Own Workday security architecture including role-based access, SoD design, and provisioning workflows
Partner with Cybersecurity and Internal Audit on platform security design and risk management