Workday Financials Lead
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Role details
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Job description
Focus Financial Partners is seeking an experienced and strategic Workday Financials Lead to lead the design, deployment, and ongoing optimization of our Workday Core Financials environment. This role will play a critical part in advancing our financial systems strategy-maximizing the power of Workday to enable accounting, financial operations, budgeting, reporting, and cross-functional business processes at scale.
You will serve as a consultative partner to Finance, Technology, and Operations stakeholders, driving Workday governance, managing enhancements, and ensuring a best-in-class Workday platform that supports our growth, financial rigor, and operational excellence. If you’re excited by the opportunity to modernize financial systems and influence how a firm runs its business through technology, we’d love to speak with you., * Serve as the strategic Workday FinTech Lead-partnering closely with Finance, and Technology to ensure the system meets current and future financial management needs
- Work with Finance leadership to translate operational, reporting, and compliance requirements into scalable Workday solutions
- Drive Workday governance, roadmap planning, and resource coordination with an emphasis on financial capabilities and business outcomes
- Oversee feature releases, semi-annual updates, module implementations, and system changes; ensure readiness across finance, accounting, procurement, and reporting teams
- Evaluate and recommend enhancements across Workday Financials (e.g., Accounting, Financial Reporting, Projects, Procurement, Expenses) and Adaptive Planning to improve efficiency, data integrity, and auditability
- Lead and mentor Workday support resources, balancing daily financial operations support with larger strategic initiatives
- Configure, test, and deploy functionality within Workday-especially within Core Financials-and ensure integrations and data flows support downstream business processes
- Maintain comprehensive documentation for financial workflows, security roles, integration points, and data governance
- Champion continuous improvement and user adoption of Workday across finance functions through education, documentation, and best practices
Requirements
Do you have experience in Workday?, Do you have a Bachelor’s degree?, * Bachelor’s degree in Finance, Accounting, Information Systems, Business Administration, or a related discipline-or equivalent professional experience
- Strong experience with Workday Financials (or formal Workday finance training) and Workday Adaptive is highly preferred; understanding of Workday HCM is a plus
- 8+ years of experience in financial systems management, ERP administration, or enterprise application support
- Deep functional understanding of financial workflows, accounting structures, period close, reporting, and data governance within Workday or similar ERPs
- Proven ability to influence senior stakeholders, translate financial requirements into system capabilities, and deliver scalable solutions
- Experience in fast-paced, multi-entity, or decentralized environments is a plus
Benefits & conditions
Pulled from the full job description
- 401(k)
- Health insurance
- Vision insurance
- Dental insurance, The annualized base pay range for this role is expected to be between $120,000- $190,000 Base Salary Compensation Range. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.
About the company
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.
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