Senior Workday Finance Lead – Accounting & Planning

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2 Locations
In-Office
Artificial Intelligence • Cloud • Information Technology • Analytics • Business Intelligence • Consulting • App development
Award-winning, US-headquartered partner driving cloud, integration, and AI-led transformation with 2,000+ employees.
The Role
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.

Jade Global Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Jade Global and has not been reviewed or approved by Jade Global.

  • Healthcare Strength Core medical, dental, and vision coverage appears established with mainstream U.S. carriers, forming a solid baseline of healthcare support. EAPs and tax‑advantaged accounts (FSAs/HSAs) are also cited, indicating options beyond basic insurance.
  • Retirement Support A 401(k) program with employer match is consistently referenced as part of the package. Availability of traditional and Roth options is noted, supporting long‑term savings flexibility.
  • Parental & Family Support Parental leave is referenced, and family‑oriented offerings such as backup childcare are highlighted in company materials. These elements can enhance the overall family support experience even when cash pay is not top‑tier.

Jade Global Insights

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The Company
HQ: San Jose, California
2,000 Employees
Year Founded: 2003

What We Do

A Trusted Partner for Every Digital Enterprise Bringing Value. Jade Global is a global IT consulting company with two decades of industry experience that helps the world’s leading businesses and organizations build their digital core, optimize their operations, and accelerate revenue growth. We are headquartered in San Jose, California; Jade Global operates with offices in 13 locations across North America, the UK, and Asia. Renowned as a trusted "partner of choice" for businesses in Healthcare & Life Sciences, Hi-tech, Retail, Manufacturing, and Financial Industries, Jade Global has innovated 30+ industry-specific solutions. Whether your focus is harnessing or expanding Gen-AI, AI, and digital capabilities, transforming operating models, or accelerating insightful decision-making, we’re here to help you gain and maintain a competitive edge with efficient, sustainable models. At Jade Global, it’s all about outcomes—your outcomes—and delivering the results you desire, tailored to your unique requirements

Why Work With Us

We are Great Place to Work Certified company and Jade focus on people first approach.

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