Attain Partners is an innovative consulting firm dedicated to disrupting the status quo to change the world and improve the lives of those we touch. From strategy to technology and everywhere in between, our experts use their unique skills to advance the important missions of education, nonprofit, healthcare, and state and local government clients.
People are at the center of all we do, and that’s why we empower career growth, provide industry-leading benefits packages, encourage a flexible work environment, and foster a culture of inclusion to support the needs of our team. We share a collective passion for our mission and our people. Guided by our seven core values, The Attain Way, our vision is the foundation of our culture—to be and attain the best.
The Workday Financials Data Conversion Lead will lead the Financials data conversion workstream for a state and local government ERP modernization, supporting the migration from PeopleSoft Financials to Workday. This role serves as the primary client point of contact for Financials data conversion and is accountable for the workstream's strategy, scope, schedule, quality, risks, and deliverables. The Lead will direct the work of data conversion developers while remaining hands-on in data analysis, mapping, extraction, transformation, validation, reconciliation, and issue resolution.
What You Will Do
Workstream leadership
- Own the end-to-end Financials data conversion workstream, including planning, scope, sequencing, estimates, milestones, dependencies, quality standards, and delivery.
- Lead and coordinate the work of data conversion developers, providing technical direction, reviewing deliverables, resolving blockers, and ensuring consistent methods and documentation.
- Serve as the primary Financials data conversion point of contact for the client, system integrator, functional leads, project management, and other technical workstreams.
- Provide clear status updates and promptly identify, communicate, and escalate risks, issues, decisions, and cross-workstream dependencies.
Conversion strategy and requirements
- Lead discovery and requirements sessions with system owners, functional area leads, and business stakeholders to define conversion scope, historical data requirements, priorities, reconciliation criteria, and acceptance standards.
- Analyze PeopleSoft Financials data structures, schemas, tables, configurations, and business rules and translate them into a practical PeopleSoft-to-Workday conversion approach.
- Analyze, recommend and assist with the data cleansing activities and ensure data completeness to prepare for the Data conversion to Workday.
- Own the Financials conversion strategy, methodology, data mapping framework, iteration plan, cutover approach, and readiness criteria.
- Partner with Workday functional and technical teams to align source data with Workday business objects, foundational data models, load requirements, and downstream reporting or integration needs.
Hands-on conversion delivery
- Lead and contribute directly to data profiling, extraction, mapping, transformation, cleansing, and validation activities across in-scope Financials domains.
- Develop, review, and refine SQL, PeopleTools queries, extraction logic, transformation rules, reconciliation routines, and repeatable conversion scripts.
- Ensure converted data is accurate, complete, balanced, secure, traceable, and compliant with applicable institutional and financial-control requirements.
- Coordinate with the system integrator during Workday load cycles, respond quickly to questions, and direct updates to mappings, scripts, and source data as needed.
Testing validation and documentation
- Plan and oversee mock conversions, unit and system testing, financial reconciliation, defect triage, remediation, and final conversion validation.
- Define data-quality controls, balancing and reconciliation measures, and acceptance criteria and obtain appropriate business and functional sign-off.
- Maintain complete documentation of scope, mappings, transformation rules, decisions, procedures, test results, defects, reconciliations, and cutover activities.
- Partner closely with Financials functional, integration, reporting, security, testing, and change teams to ensure conversion activities align with the overall implementation plan.
Required Qualifications
- 8+ years of ERP data conversion experience, including experience leading a data conversion workstream or major conversion effort.
- Deep hands-on expertise with PeopleSoft Financials data structures, tables, extraction methods, and conversion tools across multiple Financials modules.
- Required experience supporting PeopleSoft-to-Workday data conversions, with a clear understanding of Workday data conversion and load processes.
- Advanced proficiency in SQL and PeopleTools, including Application Designer; working knowledge of Integration Broker is strongly preferred.
- Strong knowledge of data profiling, mapping, modeling, cleansing, transformation, reconciliation, validation, and data-quality practices.
- Demonstrated ability to lead technical team members, manage workstream priorities and dependencies, and hold deliverables to defined quality standards.
- Demonstrated ability to manage client expectations, facilitate decisions, communicate technical concepts clearly, and build trust across technical and functional stakeholders.
- Strong analytical, problem-solving, documentation, and issue-resolution skills, with the ability to operate independently in a fast-paced implementation environment.
- Bachelor's degree or equivalent relevant experience.
Preferred Qualifications
- Experience with Workday Financials conversions in a state and local government environment.
- Experience with Workday FIN conversions from PeopleSoft including Suppliers, Customers, General Ledger and Grants conversions
- Experience across several PeopleSoft Financials domains, such as General Ledger, Accounts Payable, Accounts Receivable, Asset Management, Procurement, Projects, Grants, or Commitment Control.
- Workday or PeopleSoft certification. Experience participating in full-cycle ERP implementations, including mock conversions, cutover, go-live, and post-production stabilization.
Additional Information
Attain Partners values your mental, emotional, and physical health and wellbeing. Our comprehensive benefits package starts on your first day of employment and includes benefits such as:
- Competitive health, dental, and vision coverage, HSA and FSA accounts, life and disability insurance, fertility and family planning benefits, and employee assistance and discount programs
- 11 paid federal holidays and flexible unlimited time off (UTO)
- Generous 401(k) matching with immediate vesting
- Flexible career paths – our career tracks provide advancement, mobility, and flexibility as you continue to grow with us
- A healthy environment where we value unique experiences, and care about everything that makes you, you.
Attain Partners is committed to fair and equitable compensation practices. The individual base salary for this position is unique to each candidate and will be commensurate with experience, education, and skills. In addition to base salary, this role is eligible for an annual discretionary bonus.
Interested in this position but the compensation isn’t quite right? Let us know your expectations, and we’ll see if we can make it happen based on your qualifications.
Attain Partners is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
Applicants have rights under Federal Employment Laws. For more Information visit EEO, EEO Poster Supplement, Family and Medical Leave Act (FMLA), and Employee Polygraph Protection Act (EPPA).
If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.
Similar Jobs
What you need to know about the San Francisco Tech Scene
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
