The Role
Lead design, build, and support of Workday integrations, reports, security, and business processes for Finance and HR. Deliver automation/AI solutions, support CloudPay-Workday implementations, maintain project documentation in ClickUp, triage tickets, and train staff on tools like Claude while ensuring compliance with Risk and stakeholders.
Summary Generated by Built In
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio's Finance team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Workday Integrations Manager to join their dynamic team.
The Workday Integrations, Automation & Technical Lead owns the design, build, and ongoing health of Workday integrations and automations across Finance and HR. This role pairs hands-on technical work — integrations, custom reports, business processes, and security — with cross-functional coordination, partnering closely with Finance, HR, and Risk to deliver compliant, efficient, and well-documented solutions. The Lead also champions emerging automation and AI tools (such as Claude) by enabling and training internal staff, and provides technical support for the CloudPay–Workday implementation effort.
Key Responsibilities:
- Design, develop, maintain, and troubleshoot Workday integrations (EIB, Core Connectors, Studio, and web services), ensuring reliable and secure data exchange across systems.
- Develop and maintain custom Workday reports — including advanced, matrix, and composite reports — to meet evolving Finance and HR reporting needs.
- Administer Workday security by assigning, auditing, and regularly reviewing role-based permissions to safeguard data integrity and enforce least-privilege access.
- Configure, optimize, and maintain Workday business processes and condition rules to support efficient, compliant workflows.
- Monitor and triage help desk tickets related to Workday configuration, resolving issues promptly and identifying recurring trends for proactive remediation.
- Partner with Finance and HR to scope, prioritize, and deliver automation and AI solutions that streamline manual processes.
- Serve as a cross-functional liaison between Finance and HR, coordinating Workday configuration efforts and aligning processes across both functions.
- Develop and deliver training and enablement on automation and AI tools (such as Claude), building internal capability and driving staff adoption.
- Provide technical and functional support for current and upcoming CloudPay–Workday implementations, from planning through go-live and stabilization.
- Maintain a comprehensive ClickUp project portfolio with detailed, up-to-date status notes to ensure transparency and accountability.
- Proactively communicate project status, risks, and dependencies to Finance and HR stakeholders.
- Establish and maintain ongoing communication with the Risk function to ensure projects adhere to firm policy and compliance requirements.
- Provide general Workday troubleshooting and escalated support across modules to maintain system stability and user productivity.
- Participate in Finance and HR meetings to identify and champion new opportunities for automation and process efficiency.
- Demonstrate a commitment to continuous learning, expanding expertise into Workday areas beyond integrations to support broader team needs.
Qualifications:
- Workday integrations: Proven experience designing, building, and troubleshooting Workday integrations using EIB, Core Connectors, Workday Studio, and REST/SOAP web services.
- Custom reporting: Proficiency creating and maintaining advanced, matrix, and composite reports and calculated fields for Finance and HR.
- Security administration: Hands-on experience configuring Workday security groups and domain/business process policies and conducting regular access reviews aligned to least-privilege principles.
- Business process configuration: Demonstrated ability to build, edit, and optimize Workday business processes and condition rules.
- Issue resolution: Experience monitoring and triaging configuration tickets, with strong root-cause analysis and troubleshooting skills across Workday modules.
- Automation & AI enablement: Experience scoping and delivering automation/AI solutions and training non-technical staff on tools such as Claude.
- Cross-functional collaboration: Strong communication skills and a track record of partnering across Finance, HR, and Risk, including proactive status reporting and policy/compliance coordination.
- Implementation support: Experience supporting payroll or third-party system implementations (CloudPay–Workday or comparable) from planning through go-live and stabilization.
- Project tracking & documentation: Proficiency maintaining detailed project status and documentation in ClickUp or a similar work-management tool.
- Adaptability & learning: A continuous-improvement mindset and willingness to learn Workday areas beyond integrations to support broader team needs.
- Availability: Able to work remotely, with availability for occasional in-office work and required meetings outside normal business hours.
- Experience supporting payroll integrations, particularly CloudPay–Workday, or comparable third-party payroll/vendor integrations.
- Familiarity with automation and AI tools (such as Claude) and experience enabling or training non-technical staff to use them.
- Experience working within a governance/compliance framework and partnering with a Risk or internal controls function.
- Experience managing work and project status in ClickUp or a similar work-management tool.
- Exposure to professional services, accounting, or financial services environments.
- Workday Pro certification(s) in Integrations, Reporting, or related tracks.
- Technical Skills & Competencies
- Drafted for your review — adjust to firm standards.
- Workday: Integrations (EIB, Core Connector, Studio), Report Writer, Calculated Fields, Business Process Framework, Security Administration.
- Data & integration concepts: XML/XSLT, REST/SOAP web services, data transformation and error handling.
- Automation & AI: process automation design, prompt-based AI tooling, and end-user enablement.
- Tooling: ClickUp (or equivalent), help-desk/ticketing systems, and collaboration platforms (e.g., Microsoft Teams).
- Soft skills: cross-functional collaboration, clear documentation, stakeholder communication, and a continuous-improvement mindset.
Required
Preferred
Education & Experience
- Bachelor's degree in Information Systems, Computer Science, Finance, Human Resources, or a related field (or equivalent practical experience).
- 5+ years of relevant Workday and/or systems-integration experience, including demonstrated lead-level ownership of integrations, reporting, and configuration work.
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
What’s in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
Skills Required
- Design, build, and troubleshoot Workday integrations (EIB, Core Connectors, Studio, REST/SOAP web services)
- Create and maintain advanced, matrix, and composite Workday reports and calculated fields
- Configure and administer Workday security groups, domain/business process policies, and conduct access reviews
- Build, edit, and optimize Workday business processes and condition rules
- Monitor and triage Workday configuration tickets; perform root-cause analysis and troubleshooting across modules
- Scope, deliver, and train non-technical staff on automation and AI solutions (including tools such as Claude)
- Partner cross-functionally with Finance, HR, and Risk; provide proactive status reporting and ensure compliance
- Provide technical and functional support for payroll/third-party implementations (CloudPay-Workday or comparable) from planning through go-live
- Maintain detailed project status and documentation in ClickUp or a similar work-management tool
- Proficiency with data and integration concepts: XML/XSLT, REST/SOAP web services, data transformation and error handling
- Bachelor's degree in Information Systems, Computer Science, Finance, HR, or related field (or equivalent experience)
- 5+ years relevant Workday and/or systems-integration experience with lead-level ownership
- Experience working within governance/compliance frameworks and partnering with Risk/internal controls
- Workday Pro certification(s) in Integrations, Reporting, or related tracks
- Exposure to professional services, accounting, or financial services environments
Aprio Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Aprio and has not been reviewed or approved by Aprio.
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Fair & Transparent Compensation — Pay is generally positioned as competitive and fairly paid across many roles, with clearer benchmarking helped by public job-posted ranges and compensation aggregators.
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Healthcare Strength — Health, dental, and vision coverage is positioned as comprehensive and available from day one for full-time hires, which is stronger than the more typical waiting-period approach.
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Retirement Support — Retirement offerings include a 401(k) with profit sharing and access to FSA/Dependent Care accounts, which can improve total rewards when firm performance supports contributions.
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The Company
What We Do
Aprio is a premier CPA and business advisory firm that advises clients and associates on how to achieve what’s next. Aprio’s associates work as integrated teams across advisory, assurance, tax, outsourcing, staffing and private client services, bringing the best thinking and personal commitment to each client. Across practices, Aprio brings together proven expertise, deep understanding and strategic foresight for industries including Manufacturing and Distribution; Non-Profit and Education; Professional Services; Real Estate and Construction; Retail, Franchise and Hospitality; and Technology and Blockchain. Headquartered in Atlanta, Georgia, Aprio has grown to over 1,000+ team members. To serve clients wherever life or business may take them, Aprio’s teams speak more than 30 languages and work with clients in over 50 countries.
