Senior Workday Finance Lead – Accounting & Planning
AI summary of the role
This role leads Workday Finance configuration and L2 support, focusing on Record to Report, Adaptive Planning, Tax & Treasury, and Reporting.
No longer in the current catalog. Last included 2026-09-09. Check the employer’s posting for availability.
What you’ll do
- Own the Financial Data Model (FDM) and configure Business Processes for Journals, Fixed Assets, and Allocations
- Maintain integration between Workday Core Fin and Adaptive Planning, managing versions and level structures
- Configure Bank Account Management, Settlement Rules, and tax-related integrations
- Design Composite Reports for external financial statements (Balance Sheet, P&L, Cash Flow)
What you’ll bring
- Workday Pro/Implementer certification in Core Financials or Adaptive Planning
- 5+ years in Finance Systems with deep knowledge of GAAP/IFRS accounting principles
- CPA or accounting background highly preferred
Technologies
Workday · Adaptive Planning · Core Financials · Financial Data Model · GAAP · IFRS · Composite Reports · Bank Account Management
Source and classification
Internal deployment & tooling · Evidence for this classification:
Senior Workday Finance Lead – Accounting & Planning1 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
More from the job description
Senior Workday Finance Lead – Accounting & Planning1 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.
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