Workday Lead-to-Cash Functional Specialist

Workday PSA (Lead to Cash) Specialist

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

Job Duties and Responsibilities:

•             Provide hands-on support for Workday PSA including customer contracts, projects, billing, and project financials

•             Support end-to-end Contract‑to‑Cash processes within Workday

•             Ensure PSA configurations align with Finance, Revenue, and operational requirements

•             Perform root cause analysis for integration failures and data discrepancies

•             Troubleshoot integration issues related to Customer and contract data

•             Support reconciliation between Workday and upstream/downstream systems (e.g. Salesforce)

•             Participate in scheduled and ad hoc training to improve policy and process acumen.

•             Assess impact on Workday Lead to Cash and Projects/Billing Functional areas based on new releases and recommend changes.

•             Evaluate releases and functionality to identify opportunities to improve and optimize the use of Workday Lead to Cash and Projects/Billing.

Knowledge, Skills and Abilities:

•             The ideal candidate will have strong hands-on experience with Workday PSA (projects, contracts, billing)

•             Proven experience with integration troubleshooting (Salesforce ↔ Workday) from a functional perspective

•             Solid understanding of project-based billing models and Contract‑to‑Cash processes

•             The ability to manage multiple high-priority assignments simultaneously while meeting deadlines and quality standards.

•             Must possess strong organizational, interpersonal, communication, and customer service skills with both technical and end users.

•             Ability to own and drive efforts to standardize, optimize, and simplify processes and technical solutions.

•             Analytical and problem-solving skills.

•             Positive by nature and a great team player.

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

Experience Level

Senior Level