Role Purpose :

The Workday PSA Consultant is responsible for providing specialist technical and functional support for Workday Professional Services Automation, with a focus on project time, project costing, billing, revenue-related processes, order-to-cash activity and the wider finance controls that depend on PSA data and configuration.

Key Responsibilities :

- Provide day-to-day support for Workday PSA processes, including project time, project costing, project billing, revenue-related processes, customer projects and order-to-cash touchpoints.

- Investigate, triage and resolve PSA incidents, service requests and defects in line with agreed service levels, governance standards and business priorities.

- Support PSA configuration changes, ensuring requirements are understood, impact assessed, documented, tested and approved through the appropriate change route.

- Maintain strong knowledge of PSA dependencies across Core Financials, projects, customers, billing, accounting, reporting, integrations and security.

- Support root cause analysis for recurring PSA issues, identifying opportunities to reduce manual workarounds, improve data quality and strengthen process control.

Finance Process, Data and Reporting Support :

- Work with Finance, Finance Shared Services and PSA stakeholders to understand operational issues, process pain points and enhancement requirements.

- Support PSA-related data quality checks, reconciliations and issue resolution, ensuring project, billing, revenue and accounting data is accurate and fit for purpose.

- Contribute to reporting support by investigating PSA data issues, validating report outputs and working with reporting specialists where changes are required.

- Support month-end, period close or finance control activities where Workday PSA configuration, data or process issues require technical investigation.

- Document known issues, workarounds, configuration decisions, testing evidence and operational procedures to support traceability and knowledge transfer.

Governance, Risk and Release Management :

- Operate within agreed Workday governance, including incident management, demand management, change control, testing, approvals and release management.

- Assess PSA change impacts across finance processes, integrations, reporting, security roles and downstream operational controls.

- Support Workday release activity for PSA functionality, including impact assessment, regression testing, defect tracking and communication of relevant changes.

- Escalate service risks, control weaknesses, recurring defects, data quality issues and unresolved dependencies to the FINS Team Lead in a timely and structured way.

- Ensure PSA support activity is appropriately evidenced and auditable, particularly where it affects finance controls, billing, revenue recognition or project accounting.

Stakeholder Engagement and Continuous Improvement :

- Build trusted working relationships with the FINS Team Lead, Finance Process Owner, PSA process owners, Finance Shared Services, IT, our AMS partner and wider Workday Support Team members.

- Act as a subject matter expert for PSA support, helping stakeholders understand system behaviour, configuration constraints and appropriate use of standard Workday functionality.

- Partner with AMS for higher-complexity defects, technical advice, configuration validation and escalated PSA support items.

- Identify opportunities to simplify processes, improve self-service, strengthen controls, reduce repeat tickets and improve the user experience for project and finance teams.

- Contribute to training, guidance and adoption materials where PSA issues indicate a need for clearer business understanding or improved ways of working.

Tech Stack/Requirements :

- Experience supporting, configuring or administering Workday PSA in a live operational environment.

- Strong understanding of professional services, project accounting or PSA processes, including project time, project costing, billing, revenue, customers and order-to-cash activity.

- Experience working with Workday Financials touchpoints such as Core Financials, reporting, security, integrations, accounting journals, expenses or procurement desirable.

- Experience operating within structured service management, incident management, change governance, release management and testing processes.

- Experience working with AMS providers, technology partners or third-party support teams to resolve defects and deliver controlled change.

- Experience translating business issues into clear technical analysis, support actions, configuration requirements and test outcomes.

Qualifications :

- Bachelors degree or equivalent experience in Finance, Accounting, Business Systems, IT or a related discipline.

- Workday Financials or PSA certification, or demonstrable hands-on Workday PSA experience, preferred.

- Experience of Agile, service management or release management frameworks desirable.

- Professional services sector experience desirable.