Senior Workday Finance Lead Accounting & Planning

Senior Workday Finance Lead Accounting & Planning

Posted 1 day ago by Arcturus Consulting Services Inc.

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Negotiable
Undetermined
Remote
Remote
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Accounting Accounting Management Bank Statements Basic Accounting Principles Budgeting Business Process Cash Flows Certified Public Accountant Certified Public Accountant (CPA) Data Management Datamodel Data Modeling Depreciation Finance Financial Analytics Financial Data Financial Data Management Financial Information eXchange (FIX) Protocol Financial Planning & Analysis (FP&A) Financial Statements Financial Strategy Forecasting General Ledger Journals Ledgers (Accounting) Management Record to Report (R2R) Sales Tax Withholding Tax

Summary: The Senior Workday Finance Lead focuses on the General Ledger, financial strategy, and closing the books, serving as a partner to the Controller and FP&A teams. This role requires expertise in Workday Core Financials or Adaptive Planning, with responsibilities spanning from financial data management to operational support. The candidate must possess a Workday Pro/Implementer certification and have significant experience in finance systems. The position is remote and requires a strong understanding of accounting principles.

Key Responsibilities:

  • Own the Financial Data Model (FDM) and configure business processes for journals, fixed assets, and allocations.
  • Maintain integration between Workday Core Fin and Adaptive, managing versions and structures for budgeting and forecasting.
  • Configure Bank Account Management and manage withholding tax rules and sales tax adapter integrations.
  • Design Composite Reports for external financial statements.
  • Troubleshoot errors preventing period close and resolve unposted journals.
  • Investigate and fix bank statement lines that fail to auto-reconcile.
  • Troubleshoot access issues for budget managers in Adaptive.
  • Correct asset depreciation errors and manage asset disposals.
  • Review and approve requests for new Cost Centers or Ledger Accounts.

Key Skills:

  • Workday Pro/Implementer certification in Core Financials or Adaptive Planning.
  • 5+ years of experience in Finance Systems.
  • Deep knowledge of GAAP/IFRS accounting principles.
  • CPA or background in Accounting preferred.

Salary (Rate): £70.00 hourly

City: undetermined

Country: undetermined

Working Arrangements: remote

IR35 Status: undetermined

Seniority Level: undetermined

Industry: Other

Detailed Description From Employer:
NOTE: We need Certified candidates (Workday Pro/Implementer in Core Financials or Adaptive Planning)

Job Description:

Job Title: Senior Workday Finance Lead Accounting & Planning

Location: Canada/USA

Rate: $90.00/hr

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.