Job Title: Senior Workday Finance Lead Accounting & Planning
Location: USA || Remote
We are looking for a "Senior Workday Finance Lead Accounting & Planning ". Please see the job details below and share 2 good profiles.
NOTE: We need Certified candidates (Workday Pro/Implementer in Core Financials or Adaptive Planning)
Logical Grouping: Record to Report (R2R), Tax, Treasury, Adaptive Planning, Business Finance
Focus: This role focuses on the General Ledger, closing the books, and financial strategy. You are the partner to the Controller and FP&A teams.
Key Responsibilities (Strategy & Configuration):
- Record to Report (R2R): Own the Financial Data Model (FDM). Configure Business Processes for Journals, Fixed Assets, and Allocations. Design the period-close checklist to shorten close cycles.
- Adaptive Planning: Maintain the integration between Workday Core Fin and Adaptive. Manage versions, sheets, and level structures for annual budgeting and forecasting.
- Tax & Treasury: Configure Bank Account Management, Settlement Rules, and Ad-hoc Bank Transactions. Manage withholding tax rules and sales tax adapter integrations.
- Reporting: Design Composite Reports for external financial statements (Balance Sheet, P&L, Cash Flow).
L2 Support & Operational Activities (Daily Run)
- Period Close Support: Troubleshoot "red" errors preventing period close (e.g., resolving unposted journals, fixing accounting date mismatches).
- Bank Reconciliation: Investigate and fix bank statement lines that fail to auto-reconcile with system transactions.
- Adaptive User Support: Troubleshoot access issues for budget managers and fix broken formulas in Adaptive sheets.
- Asset Management: Correct asset depreciation errors or rollback incorrect asset disposals.
- FDM Governance: Review and approve requests for new Cost Centers or Ledger Accounts, ensuring they map correctly to Adaptive.
Qualifications
Mandatory Certification: Workday Pro/Implementer in Core Financials or Adaptive Planning.
Experience: 5+ years in Finance Systems, with deep knowledge of GAAP/IFRS accounting principles.
Background: CPA or background in accounting is highly preferred.
Never miss an opportunity! Create an alert based on the job you applied for.
