Workday Accounts & Finance Training
Workday Accounts & Finance Training offers comprehensive education on how to use Workday’s integrated financial management and accounting solutions. The course covers financial reporting, accounting transactions, budgeting, and financial planning, as well as how to streamline and optimize financial processes using Workday’s cloud-based system.
- 10+ Courses
- 30+ Projects
- 400 Hours
Workday Accounts & Finance Training is suitable for the following target audiences:
Finance Professionals: People in finance and accounting who want to improve their skills in using Workday’s financial management solutions.
Accounting Managers: Accounting Managers are professionals in charge of monitoring accounting functions and financial reporting who want to use Workday to improve financial supervision and accuracy.
Financial Analysts: Financial analysts need to use Workday for financial analysis, planning, and forecasting to make data-driven decisions.
Workday Administrators: IT and system administrators responsible for deploying, setting, and managing Workday’s financial components in their organization.
Workday Financial Analyst: Use Workday to analyze financial data, generate reports, and support financial planning.
Workday Finance Consultant: This person offers knowledge of Workday’s finance modules and helps enterprises with implementation, customization, and optimization.
Accounting Manager: Manage accounting operations, financial reporting, and compliance with Workday’s financial capabilities.
Financial Systems Administrator: This person manages and maintains Workday’s financial system, ensuring its correct operation and connection with other business systems.
Workday Implementation Specialist: This position oversees the deployment and configuration of Workday’s financial solutions for clients, guaranteeing their successful adoption and use.
- Overview of Workday platform and architecture
- Workday terminology: tenants, business processes, roles, and security
- Introduction to financial management modules
- Navigation and personalization of Workday dashboard
- Understanding Workday data sources and reporting basics
- Chart of accounts structure and configuration
- Accounting journals and journal entries
- Ledger setup and accounting periods
- Posting rules and validations
- Intercompany accounting overview
- Overview of Workday business processes
- Creating and modifying financial business processes
- Understanding approvals, notifications and condition rules
- Security and workflow assignments for finance roles
- Setting up and managing suppliers
- Invoices and payments from suppliers
- Reimbursements and expense reports
- Payments and settlements that happen
- Setting up withholding tax
- Customer setup and configuration
- Creating and processing customer invoices
- Applying payments and managing collections
- Customer statements and credit memos
- Dunning and aging reports
- Setting up and configuring fixed assets
- Capitalization, depreciation and moving assets
- Setting up and analyzing the bank processes
- Managing and predicting cash flow
- How to integrate with external banks
- Workday reporting tools and dashboards
- Custom report creation (Matrix and Composite Reports)
- Financial statements in Workday
- Budget vs. actual analysis
- Financial data audit and compliance reports
- Budget creation and revisions
- Integration with HCM and Payroll modules
- Workday Prism Analytics (introduction)
- Final project: Simulate an end-to-end financial cycle in Workday
Note: This curriculum will be modified as per latest industry standards. It covers both system navigation and core financial operations. It’s designed for beginners or professionals transitioning into Workday financial roles.
This training covers how to use Workday Financial Management for core accounting, accounts payable, accounts receivable, and reporting functions. It teaches both system navigation and practical finance workflows.
Anyone interested in finance and accounting automation can join. It’s ideal for finance professionals, accountants, ERP users, and HR or payroll staff transitioning into Workday roles.
No prior Workday experience is required. A basic understanding of accounting principles will be helpful but not mandatory.
The course runs for 8 weeks with a mix of theory, demos and hands-on lab exercises.
The program includes Workday navigation, general ledger setup, accounts payable, accounts receivable, asset management, financial reporting, and budgeting.
Yes. Students ’ll practice directly in a Workday training environment with guided exercises that simulate real business processes.
Students can pursue roles such as Workday Financial Analyst, Workday Consultant, Accounts Payable/Receivable Specialist, or Financial Systems Administrator.
You can enroll via our website or contact our support team directly via email or phone. We’ll guide you through the quick and easy registration process.
https://checkmateittech.com/
Email info@checkmateittech.com OR Call Us +1-347-4082054
Yes. Participants receive a course completion certificate. Those interested in official Workday certification can use this program as a preparation path.
Classes are delivered online with live instructor sessions, recorded lectures and practice labs available through Google classrooms.
Yes. The course includes financial reporting, dashboards and analytics in Workday, helping you learn how to create and customize reports for management and audit needs.
We currently offer online sessions with flexible weekday/weekend batches. All sessions are recorded. You’ll have access to the recordings, along with support from instructors and peers in our learning portal.
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Job opportunities in USA and Canada
Workday Financial Analyst: Use Workday to analyze financial data, generate reports, and support financial planning.
Workday Finance Consultant: This person offers knowledge of Workday’s finance modules and helps enterprises with implementation, customization, and optimization.
Accounting Manager: Manage accounting operations, financial reporting, and compliance with Workday’s financial capabilities.
Financial Systems Administrator: This person manages and maintains Workday’s financial system, ensuring its correct operation and connection with other business systems.
Workday Implementation Specialist: This position oversees the deployment and configuration of Workday’s financial solutions for clients, guaranteeing their successful adoption and use.
