Workday财务数据转换负责人
Workday Financials Data Conversion Lead
Attain Partners 是一家致力于打破现状、改变世界并改善所接触人群生活的创新咨询公司。从战略到技术，再到中间的各个方面，我们的专家利用其独特技能，推动教育、非营利、医疗以及州和地方政府客户的重大使命。
我们的一切工作都以人为核心，因此我们赋能职业发展，提供行业领先的福利包，鼓励灵活的工作环境，并培养包容文化，以满足团队的需求。我们对使命和员工怀有共同的热情。在我们的七项核心价值观——The Attain Way 的指引下，我们的愿景是文化的基石——成为并实现最佳。
**Workday Financials 数据转换负责人** 将负责高等教育 ERP 现代化项目中的财务数据转换工作流，支持从 PeopleSoft Financials 迁移到 Workday。该职位是财务数据转换的主要客户联系人，对工作流的战略、范围、时间表、质量、风险和交付成果负责。该负责人将指导数据转换开发人员的工作，同时亲自参与数据分析、映射、提取、转换、验证、对账和问题解决。
**你将负责**
**工作流领导**
- 负责整个财务数据转换工作流，包括规划、范围、顺序、估算、里程碑、依赖关系、质量标准和交付。
- 领导和协调数据转换开发人员的工作，提供技术指导，审查交付成果，解决障碍，并确保方法和文档的一致性。
- 作为客户、系统集成商、功能负责人、项目管理和其他技术工作流的主要财务数据转换联系人。
- 提供清晰的状态更新，并及时识别、沟通和升级风险、问题、决策和跨工作流依赖关系。
**转换策略和需求**
- 与系统所有者、功能区域负责人和业务利益相关者进行发现和需求会议，定义转换范围、历史数据需求、优先级、对账标准和验收标准。
- 分析 PeopleSoft Financials 的数据结构、模式、表、配置和业务规则，并将其转化为实际的 PeopleSoft 到
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Attain Partners is an innovative consulting firm dedicated to disrupting the status quo to change the world and improve the lives of those we touch. From strategy to technology and everywhere in between, our experts use their unique skills to advance the important missions of education, nonprofit, healthcare, and state and local government clients.
People are at the center of all we do, and that’s why we empower career growth, provide industry-leading benefits packages, encourage a flexible work environment, and foster a culture of inclusion to support the needs of our team. We share a collective passion for our mission and our people. Guided by our seven core values, The Attain Way, our vision is the foundation of our culture—to be and _attain_ the best.
The **Workday Financials Data Conversion Lead** will lead the Financials data conversion workstream for a state and local government ERP modernization, supporting the migration from PeopleSoft Financials to Workday. This role serves as the primary client point of contact for Financials data conversion and is accountable for the workstream's strategy, scope, schedule, quality, risks, and deliverables. The Lead will direct the work of data conversion developers while remaining hands-on in data analysis, mapping, extraction, transformation, validation, reconciliation, and issue resolution.
**What You Will Do**
**Workstream leadership**
- Own the end-to-end Financials data conversion workstream, including planning, scope, sequencing, estimates, milestones, dependencies, quality standards, and delivery.
- Lead and coordinate the work of data conversion developers, providing technical direction, reviewing deliverables, resolving blockers, and ensuring consistent methods and documentation.
- Serve as the primary Financials data conversion point of contact for the client, system integrator, functional leads, project management, and other technical workstreams.
- Provide clear status updates and promptly identify, communicate, and escalate risks, issues, decisions, and cross-workstream dependencies.
**Conversion strategy and requirements**
- Lead discovery and requirements sessions with system owners, functional area leads, and business stakeholders to define conversion scope, historical data requirements, priorities, reconciliation criteria, and acceptance standards.
- Analyze PeopleSoft Financials data structures, schemas, tables, configurations, and business rules and translate them into a practical PeopleSoft-to-Workday conversion approach.
- Analyze, recommend and assist with the data cleansing activities and ensure data completeness to prepare for the Data conversion to Workday.
- Own the Financials conversion strategy, methodology, data mapping framework, iteration plan, cutover approach, and readiness criteria.
- Partner with Workday functional and technical teams to align source data with Workday business objects, foundational data models, load requirements, and downstream reporting or integration needs.
**Hands-on conversion delivery**
- Lead and contribute directly to data profiling, extraction, mapping, transformation, cleansing, and validation activities across in-scope Financials domains.
- Develop, review, and refine SQL, PeopleTools queries, extraction logic, transformation rules, reconciliation routines, and repeatable conversion scripts.
- Ensure converted data is accurate, complete, balanced, secure, traceable, and compliant with applicable institutional and financial-control requirements.
- Coordinate with the system integrator during Workday load cycles, respond quickly to questions, and direct updates to mappings, scripts, and source data as needed.
**Testing validation and documentation**
- Plan and oversee mock conversions, unit and system testing, financial reconciliation, defect triage, remediation, and final conversion validation.
- Define data-quality controls, balancing and reconciliation measures, and acceptance criteria and obtain appropriate business and functional sign-off.
- Maintain complete documentation of scope, mappings, transformation rules, decisions, procedures, test results, defects, reconciliations, and cutover activities.
- Partner closely with Financials functional, integration, reporting, security, testing, and change teams to ensure conversion activities align with the overall implementation plan.
**Required Qualifications**
- 8+ years of ERP data conversion experience, including experience leading a data conversion workstream or major conversion effort.
- Deep hands-on expertise with PeopleSoft Financials data structures, tables, extraction methods, and conversion tools across multiple Financials modules.
- Required experience supporting PeopleSoft-to-Workday data conversions, with a clear understanding of Workday data conversion and load processes.
- Advanced proficiency in SQL and PeopleTools, including Application Designer; working knowledge of Integration Broker is strongly preferred.
- Strong knowledge of data profiling, mapping, modeling, cleansing, transformation, reconciliation, validation, and data-quality practices.
- Demonstrated ability to lead technical team members, manage workstream priorities and dependencies, and hold deliverables to defined quality standards.
- Demonstrated ability to manage client expectations, facilitate decisions, communicate technical concepts clearly, and build trust across technical and functional stakeholders.
- Strong analytical, problem-solving, documentation, and issue-resolution skills, with the ability to operate independently in a fast-paced implementation environment.
- Bachelor's degree or equivalent relevant experience.
**Preferred Qualifications**
- Experience with Workday Financials conversions in a state and local government environment.
- Experience with Workday FIN conversions from PeopleSoft including Suppliers, Customers, General Ledger and Grants conversions
- Experience across several PeopleSoft Financials domains, such as General Ledger, Accounts Payable, Accounts Receivable, Asset Management, Procurement, Projects, Grants, or Commitment Control.
- Workday or PeopleSoft certification. Experience participating in full-cycle ERP implementations, including mock conversions, cutover, go-live, and post-production stabilization.
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**Additional Information**
Attain Partners values your mental, emotional, and physical health and wellbeing. Our comprehensive benefits package starts on your first day of employment and includes benefits such as:
- Competitive health, dental, and vision coverage, HSA and FSA accounts, life and disability insurance, fertility and family planning benefits, and employee assistance and discount programs
- 11 paid federal holidays and flexible unlimited time off (UTO)
- Generous 401(k) matching with immediate vesting
- Flexible career paths – our career tracks provide advancement, mobility, and flexibility as you continue to grow with us
- A healthy environment where we value unique experiences, and care about everything that makes you, you.
Attain Partners is committed to fair and equitable compensation practices. The individual base salary for this position is unique to each candidate and will be commensurate with experience, education, and skills. In addition to base salary, this role is eligible for an annual discretionary bonus.
_Interested in this position but the compensation isn’t quite right? Let us know your expectations, and we’ll see if we can make it happen based on your qualifications._
Salary Range
$165,000—$190,000 USD
**Attain Partners is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.**
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