Workday Finance Operations Coordinator

As a trusted global transformation partner, Welocalize accelerates the global business journey by enabling brands and companies to reach, engage, and grow international audiences. Welocalize delivers multilingual content transformation services in translation, localization, and adaptation for over 250 languages with a growing network of over 400,000 in-country linguistic resources. Driving innovation in language services, Welocalize delivers high-quality training data transformation solutions for NLP-enabled machine learning by blending technology and human intelligence to collect, annotate, and evaluate all content types. Our team works across locations in North America, Europe, and Asia serving our global clients in the markets that matter to them. www.welocalize.com

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Coordination of information needed by global financial system (Workday) from other areas of the company that will be the source of that information. This role will manage the collection, verification, validation, and input of data from other sources into Workday. This will be an area where improvements to initial workflows will be ongoing, and this role should be prepared to provide input into design and implementation of improvements to original business processes. Communication with global finance team and operations teams is critical to this role.

ESSENTIAL DUTIES AND RESPONSIBILITIES include but are not limited to：:
• Work closely as part of a small team that jointly owns the responsibility of timely completion of all requests sent to a shared ticket intake system (Zendesk)
• Customer Setup – receive information to set up new customers through the Zendesk ticketing system. The information will be prepared by the point of contact with the customer, typically Sales. Review for completeness, follow up on any missing information. Setup customer in Workday.
• Customer Documents – after initial setup, upload new documents (PO, amended agreements, Prebills) that come through Zendesk.
• Customer Contacts - specifically new bill-to or requestor contacts or change to the address information. Ensuring customer connection maps are setup based on default shipping addresses.
• Invoicing – Projects that have a Billing Schedule template other than the standard of bill on completion will need to be set up in Workday. These will include Installment and Monthly billings. The information needed to set up invoicing properly will be provided by the PM through Zendesk. Will need to review for completeness, accuracy, and follow-up on anything missing or unclear.
• Customer Contract Corrections - support requests related to contracts that require updates to contract lines (changes after project delivery), PO not linked, Wrong Legal Entity or Wrong Customer or 3rd party bill-to.
• Supplier Maintenance – Communication from the Talent Team for any changes to suppliers that cannot be done through the supplier portal (i.e. from an individual to the company). This will require review and updates to any in-progress POs, setup of a new supplier record.
• Supplier Purchase Order Corrections - requests related to canceling or correcting POs due to qty, rate, currency issues.
• Global Tax Status Documentation – Review, follow up and upload required tax documentation in coordination with the global finance team.
• Interim Falcon Processes – For customers not yet transitioned to Pantheon, tasks related to any steps needed in Falcon for these customers during the interim period.
• Workday Gaps – where Workday does not currently have built out the functionality needed for our global requirements; this role will participate in steps needed for workaround business processes until improvements in Workday address these gaps. These could vary by country/region and are yet to be fully determined. This will change over time as additional requirements are identified.

QUALIFICATIONS AND REQUIRED SKILLS::
• Comfortable with high levels of technology and multiple software platforms.
• Ability to communicate clearly with all vendors and employees on a global basis and provide truly exceptional customer service.
• Knowledge of Workday beneficial but not required.