Workday Reporting COE Lead

Key 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Identify duplicate, outdated, or underutilized reports and work with teams to optimize the reporting portfolio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

Qualifications

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

Unleash Your Potential

When you join Salesforce, you'll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we'll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future - but to redefine what's possible - for yourself, for AI, and the world.

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In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and 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.

Client-provided location(s): Dallas, TX

Job ID: Salesforce-JR328236

Employment Type: FULL_TIME

Posted: 2026-02-12T20:00:37