Workday Reporting COE Lead

Salesforce • Dallas, TX

1d

About The Position

As part of the Controllership Data team, we are seeking an experienced Workday Reporting specialist to lead our Workday Reporting Center of Excellence (COE). This role will define and execute governance, standards, and best practices across the finance reporting landscape, ensuring data quality, integrity, and operational efficiency. The ideal candidate will act as a bridge between Report Champions and Business Technology (BT) teams, enabling a streamlined and effective reporting environment.

Requirements

• 7+ years of experience in Finance data management, data analytics, or data stewardship.
• Workday Reporting Certified, with proven experience in Workday reporting and analytics
• Understanding of finance and accounting processes, including related data and reporting requirements
• Understanding of SOX controls and compliance obligations
• Strong understanding of metadata and data structures
• Technology-savvy with the ability to quickly adapt to new tools and systems
• Excellent communication skills and ability to bridge business and technical teams
• Strong problem-solving skills and attention to detail
• A Workday reporting specialist with a passion for data governance and process excellence
• Experienced in leading cross-functional initiatives and collaborating with multiple stakeholders
• Able to provide training and guidance to ensure adoption of reporting standards and best practices

Responsibilities

• Define and implement governance frameworks, reporting standards, and best practices for Workday reporting within Finance
• Establish clear policies, processes, and guidelines to ensure consistent and high-quality reporting across the Finance function
• Develop and maintain documentation, templates, and checklists for report creation, approval, and maintenance
• Continuously review and update standards to align with regulatory requirements and evolving business needs
• Monitor Workday and Salesforce reporting platforms and maintain an accurate finance reporting inventory
• Track all active reports, dashboards, and data sources to ensure completeness and relevance
• Identify duplicate, outdated, or underutilized reports and work with teams to optimize the reporting portfolio
• Provide regular reporting analytics to Finance leadership to support strategic decision-making
• Ensure the integrity, accuracy, and consistency of financial and operational data
• Implement robust validation and reconciliation processes to detect and correct errors or inconsistencies
• Collaborate with data owners and business partners to define data quality standards and metrics
• Proactively identify risks to data integrity and develop mitigation strategies
• Manage the report intake process, prioritization, and delivery workflow
• Serve as the central point for all new report requests, ensuring they are logged, reviewed, and prioritized effectively
• Establish a transparent process for stakeholders to track request status and delivery timelines
• Coordinate with BT and Finance teams to ensure timely and high-quality report delivery
• Develop and deliver a Workday reporting training curriculum for Finance teams
• Create comprehensive training materials and workshops to upskill Finance users on Workday reporting capabilities
• Offer ongoing guidance, support, and best practices to increase adoption and self-sufficiency across Finance teams
• Gather feedback to continuously improve training content and delivery methods
• Serve as the primary liaison between Report Champions, Finance stakeholders, and BT teams to ensure reporting needs are met efficiently
• Act as the bridge between business and technology, translating business requirements into actionable reporting solutions
• Facilitate collaboration and communication across multiple stakeholders to resolve issues and streamline workflows
• Champion reporting initiatives and advocate for continuous improvement within the Finance Data Team

Benefits

• Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program.
• More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed