Workday PSA Technical Consultant (Assistant Manager)

Type of contract

Full Time

Location

Gurugram (Delivery Platform), India

Service line

Business Support

• *Role:** Workday PSA Technical Consultant (Assistant Manager)

• *Experience:** 5\+ Years

• *Location:** Gurgaon and Pune

• *Role Purpose**

The Workday PSA Technical 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.

Reporting into the FINS Team Lead, the role works closely with Finance, PSA process owners, the wider Workday Support Team, IT and the AMS provider to resolve incidents, support change requests, maintain configuration quality and contribute to continuous improvement across Workday finance and project accounting processes.

• *Key Responsibilities**

• *Workday PSA Support and Configuration**

• 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.

• *Person Specification**

• *Experience**

• 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.

• *Skills and Behaviours**

• Strong Workday PSA knowledge, with the ability to understand configuration, business processes, reporting, security and integration dependencies.
• Analytical and structured problem\-solving skills, with the ability to investigate complex issues and identify root causes.
• Strong attention to detail, particularly in relation to finance controls, data quality, testing evidence, documentation and auditability.
• Clear communication skills, able to explain technical issues to non\-technical finance and operational stakeholders.
• Collaborative working style, able to build effective relationships across Finance, IT, Transformation, AMS, Workday and operational teams.
• Continuous improvement mindset, with a focus on simplification, standardisation, automation, self\-service and user adoption.

• *Qualifications**

• Bachelor’s 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.

• *Key Performance Indicators**

• PSA support tickets resolved within agreed SLA and priority thresholds.
• Reduction in aged PSA tickets, repeat issues and avoidable escalations.
• Quality and completeness of configuration documentation, testing evidence and approval records.
• Improvement in PSA data quality, reporting accuracy and reconciliation outcomes.
• Successful completion of PSA\-related Workday release impact assessments and regression testing.
• Effective stakeholder satisfaction across Finance, PSA process owners, Product, IT and AMS relationships.
• Contribution to continuous improvement, reduced manual workaround activity and increased use of standard Workday functionality.

At Forvis Mazars, we embrace diversity and are committed to fostering an inclusive culture where everyone feels valued, heard, and empowered. We provide equal opportunities for growth and advancement, regardless of background, identity, or experience. Join a global team where your unique perspective helps shape a more equitable and innovative future. If you’re ready to make an impact and elevate your career, we’d love to hear from you.