Associate - Technology (Workday Financials)

Posted 9 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
95K-120K Annually
Mid level
Fintech • Financial Services
The Role
Configure and support the Workday Financials platform across accounting, procurement, accounts payable, expenses, and projects. Responsibilities include production issue resolution, business process and security configuration, reporting and dashboards, integrations, release readiness, project support, rollouts, and collaboration with Finance stakeholders. The role also monitors platform performance, supports audits and access reviews, and evaluates Workday AI and automation opportunities.
Summary Generated by Built In

PJT Partners is a global advisory-focused investment bank. Our team of senior professionals delivers a wide array of strategic advisory, shareholder advisory, restructuring and special situations and private fund advisory and placement services to corporations, financial sponsors, institutional investors and governments around the world. We offer a unique portfolio of advisory services designed to help our clients achieve their strategic objectives. We also provide, through PJT Park Hill, private fund advisory and fundraising services for alternative investment managers, including private equity funds, real estate funds and hedge funds.

From the beginning, PJT Partners has firmly believed that having the best people is key to building an enduring franchise. Our perspective was, and remains, that a great team brings in both top tier clients and appeals to a wide-range of diverse, talented colleagues. Fostering an inclusive culture, which welcomes differing perspectives and beliefs, enables us to provide the best advice and insights to our clients.

To learn more about PJT Partners, please visit our website at www.pjtpartners.com. 

Responsibilities

The PJT Partners Technology team is responsible for creating and continuously improving a robust and secure technology foundation that supports the firm's business activities.

We are seeking a Workday professional to join our dynamic team and support our Workday Financials platform. This individual will provide hands-on configuration and production support across core Workday Financials modules, partnering closely with Finance stakeholders to maintain and enhance the firm's Workday ecosystem.

Additional responsibilities include:

  • Provide day-to-day production support for Workday Financials, triaging, diagnosing and resolving configuration or data issues;
  • Support Workday Financials-related projects from planning through execution, ensuring alignment with business goals and timelines;
  • Manage configuration, testing and deployment of updates across Workday Financials modules such as Financial Accounting, Procurement, Accounts Payable, Expenses and Projects, including business process configuration and security administration;
  • Support Financials platform roll-out within various business verticals, including finance, accounting and procurement teams;
  • Design, build and maintain business process configuration across Financials workstreams, including approval chains, conditional routing and notifications;
  • Configure and maintain domain and business process security policies, supporting security group assignments, access reviews and audit and compliance requests;
  • Build and maintain custom reports, calculated fields and dashboards using Workday Report Writer, partnering with Finance to translate reporting requirements into scalable designs;
  • Partner with Finance, Accounting and other cross-functional teams to understand business needs and support the design of effective Workday Financials solutions;
  • Support integration efforts between Workday Financials and other enterprise systems (e.g. banking platforms, expense management tools, procurement vendors), helping ensure smooth data flow and operational continuity;
  • Support Workday release readiness activities, including reviewing new features ahead of Workday's semi-annual updates, testing impacted areas and coordinating changes with Finance stakeholders;
  • Stay current on Workday's evolving AI and automation capabilities, and help identify opportunities to apply them to Financials processes and reporting;
  • Help monitor day-to-day user experience and platform performance for Workday Financials, flagging issues and supporting resolution, and escalating and coordinating with Workday support or third-party consultants as needed.
Qualifications

PJT Partners seeks to hire individuals who are highly motivated, intelligent and have demonstrated excellence in prior endeavors. In addition, qualified candidates will possess the following:

  • Bachelor's degree in Business Administration, Information Technology, Finance or a Business-related degree;
  • 3-4 years of experience with Workday Financials, with hands-on configuration exposure to Accounts Payable, Contracts to Cash, General Ledger and Expense;
  • Demonstrated experience configuring Workday business processes, including approval routing and conditional logic;
  • Working knowledge of Workday security, including domain security policies, business process security policies and security group configuration;
  • Strong Workday Report Writer skills, including calculated fields and advanced/matrix reports;
  • Experience providing production support in a live Workday tenant, including incident triage and root cause analysis;
  • Strong written, verbal and communication skills with the demonstrated ability to collaborate with multiple stakeholders;
  • Excellent problem-solving skills and the ability to troubleshoot complex issues;
  • Ability to work in a fast-paced, dynamic environment and manage multiple priorities.

Expected annualized base salary of $95,000 to $120,000.

This range represents the low and high ends of the expected annualized base salary for this position. The specific base salary received by any employee will be informed by a number of factors, including but not limited to, role level and scope, location, candidate’s relevant qualifications, skills and experience.

Base salary is one component of PJT Partners’ compensation structure. In addition to base salary, PJT Partners’ compensation structure may include additional rewards, incentives and benefits, including but not limited to, a discretionary bonus component.

PJT is an equal opportunity employer. We do not discriminate on the basis of, and will consider all qualified applicants for employment without regard to race, color, religious creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity expression, disability, medical condition, genetic information or predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other category protected by law. PJT Partners also complies with all applicable laws with regard to providing reasonable accommodation of disabilities to applicants. For more information or to request an accommodation, please contact Human Resources.

California Applicants: PJT Partners will consider for employment qualified applicants with arrest and/or conviction records in a manner consistent with applicable law including, but not limited to, the San Francisco Fair Chance Ordinance and/or Los Angeles Fair Chance Initiative for Hiring Ordinance.

Applicant Privacy Notice:

View our Applicant Privacy Notice https://info.pjtpartners.com/PJT_Global_Applicant_Privacy_Notice here. If you are a California resident, please refer to our California Applicant Privacy Notice https://info.pjtpartners.com/California_Applicant_Privacy_Notice for further information.

*In order to be considered, please ensure your resume/CV is submitted in PDF format.

Skills Required

  • Bachelor's degree in Business Administration, Information Technology, Finance, or a related business field
  • 3-4 years of experience with Workday Financials
  • Hands-on configuration experience with Accounts Payable, Contracts to Cash, General Ledger, and Expense
  • Experience configuring Workday business processes, including approval routing and conditional logic
  • Working knowledge of Workday domain security, business process security, and security group configuration
  • Strong Workday Report Writer skills, including calculated fields and advanced or matrix reports
  • Production support experience in a live Workday tenant, including incident triage and root cause analysis
  • Strong written, verbal, and interpersonal communication skills
  • Excellent problem-solving and troubleshooting skills
  • Ability to work in a fast-paced environment and manage multiple priorities

PJT Partners Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about PJT Partners and has not been reviewed or approved by PJT Partners.

  • Pay Growth & Progression Compensation per person has increased in recent years and is characterized as highly competitive, particularly in front‑office roles. Feedback suggests many consider total compensation to be among the strongest in the sector.
  • Equity Value & Accessibility Equity awards are used for eligible higher‑earning employees and vest over multiple years, aligning employees with long‑term firm performance. Feedback suggests equity forms a meaningful part of total rewards for those who qualify.
  • Parental & Family Support Caregiver leave for primary and secondary caregivers is extensive, and family support services such as backup care are included. Feedback suggests these programs add tangible value for employees with caregiving responsibilities.

PJT Partners Insights

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The Company
HQ: New York, New York
1,573 Employees
Year Founded: 2015

What We Do

PJT Partners is a premier, global, advisory-focused investment bank that was built from the ground up to be different. Our highly experienced, collaborative teams provide independent advice coupled with old-world, high-touch client service. This ethos has allowed us to attract some of the very best talent in the markets in which we operate. We deliver leading advice to many of the world’s most consequential companies, affect some of the most transformative transactions and restructurings and raise billions of dollars of capital around the globe to support startups and more established companies.

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