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Workday Student Financial Aid Consultant/Principal Consultant

Company: Collaborative Solutions
Location: Pleasanton
Posted on: June 6, 2021

Job Description:

As one of the original Workday implementation partners, Collaborative Solutions is a go-to Workday consulting partner with an exceptional track record of customer success. We are passionate about customer satisfaction and strive to be collaborative with our clients and each other every step of the way. Join our dedicated team of experienced Workday implementation professionals and become part of our dynamic, fast-paced, higher education transformation consulting practice. We are currently seeking thought leaders in the Workday Financial Aid space to deliver superior results to our clients. Consultants at this level will be expected to:


  • Lead Financial Aid work stream driving towards decisions and recommending best practices related to functionality including, but not limited to: Federal, state, institutional and private funding, ISIR load, NSLDS, Federal methodology, student awarding, packaging strategies, anticipated financial aid, communications, requirements, federal verification, aggregates and fiscal limits, satisfactory academic progress, college board INAS, CSS profile, and work-study monitoring

  • Identify strategies, risks, and options, recommend approaches and mitigations to meet client/functional requirements

  • Execute the day-to-day activities of a Financial Aid project for a variety of clients including process design, configuration, package implementation lifecycle support, conversion, testing, and project reviews

  • Work alongside the integration team and vendors to configure and test integrations between the Workday solution and the client's selected providers

  • Become a Workday Financial Aid expert with deep knowledge of current functionality and future product direction, including design concepts and touch points with Student Recruiting, Admissions, Student Records, Student Financials, Financials, and Human Resources

  • Mentor other consultants, actively share knowledge with others to grow our practice

  • Support business development activities such as identification, proposal development, and other pursuit activities as needed

Skills and Qualifications:

  • Experience implementing enterprise class student information solutions (i.e., Workday, PeopleSoft, SAP, etc.)

  • Experience gathering requirements, designing, prototyping, testing and deploying solutions to meet customer requirements

  • Subject Matter Expertise in student financials systems, regulations and processes, along with a solid understanding of higher education financial aid requirements across various types of institutions.

  • Passion for exceptional customer service

  • Strong communication and presentation skills, with the ability to effectively manage customer expectations

  • Bachelor's degree

  • Advanced knowledge of Microsoft Office Suite, particularly Microsoft Excel and PowerPoint

  • Ability to work alone or with a team

  • Experience as an employee of a higher education institution in the financial aid area a plus

  • Up to 50% travel

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Keywords: Collaborative Solutions, Pleasanton , Workday Student Financial Aid Consultant/Principal Consultant, Other , Pleasanton, California

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