Workday Analyst (M&A)

Reposted 20 Hours Ago
Be an Early Applicant
Pine Cove East, UT, USA
In-Office
Mid level
Fintech • Payments • Financial Services
The Role
Serve as Workday Financials subject matter expert: configure and test Workday financial processes, maintain master data, assess releases, support process improvement and automation, and collaborate with stakeholders to solve complex finance-system issues.
Summary Generated by Built In

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

Workday Accounting Center Specialist (Tax & R2R Focus) 

We are seeking a highly skilled Workday Accounting Center Specialist with strong expertise in tax configuration and Record-to-Report (R2R) processes. This role is responsible for managing event-driven accounting, ensuring accurate financial postings, and supporting tax-compliant accounting flows across Workday Financials and integrated systems.

Job Duties and Responsibilities:

Accounting Center (Core Focus)

  • Configure and maintain Accounting Center frameworks, including Accounting rules and mappings, Source-to-accounting transformations.
  • Support event-driven accounting processes, ensuring accurate postings to the General Ledger.
  • Troubleshoot issues related to Incorrect mappings, missing accounting entries, Integration data inconsistencies.
  • Perform impact analysis for changes affecting accounting flows.
  • Collaborate with upstream system owners to ensure data quality and completeness.

Tax Configuration & Compliance

  • Configure and maintain Tax codes, rates, and applicability rules, VAT/GST and withholding tax setups
  • Ensure proper tax treatment across source transactions feeding Accounting Center, Customer and supplier invoices
  • Investigate and resolve tax-related discrepancies in accounting postings.

Record-to-Report (R2R)

  • Support end-to-end R2R processes, including Journal entries and adjustments, period-end and year-end close
  • Ensure accurate accounting postings generated from Accounting Center.
  • Maintain alignment between subledger, Accounting Center, and GL.

System Configuration & Support

  • Configure and support Ledgers, accounting structures, and worktags, Business Process Frameworks (BPFs) where relevant
  • Support EIB loads, data corrections, and integration testing.
  • Perform root cause analysis for system and accounting issues.

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

Skills Required

  • 2-5 years of Workday Financials experience and demonstrated understanding of Workday configurations
  • Experience configuring, testing, validating and implementing Workday business processes
  • Experience maintaining master data in Workday
  • Experience assessing Workday releases and recommending/implementing changes
  • Understanding of financial applications (General Ledger, Consolidation and Business Intelligence systems)
  • Strong analytical skills and advanced Excel
  • Strong organizational, interpersonal, communication, and customer service skills
  • Ability to manage multiple high-priority assignments and meet deadlines
  • Ability to own and drive standardization, optimization, and simplification of processes and technical solutions
  • Previous functional experience in finance operations, accounting, financial reporting, and financial data management
  • Strong problem-solving skills
  • Ability to work independently and mentor junior staff members
  • Positive attitude and team player

Apex Group Compensation & Benefits Highlights

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

  • Flexible Benefits Flexible benefits are positioned as being tailored by country, with localized packages and perks that can differ by jurisdiction. Mobility options such as the JUMP program add a non-cash element that can increase the perceived total rewards value for those who can access it.
  • Wellbeing & Lifestyle Benefits Wellbeing support is described as including EAPs, mental-health workshops, mentoring support, and local lifestyle perks like gym or cycle-to-work schemes. These offerings broaden the benefits mix beyond purely financial rewards.
  • Retirement Support Retirement support is described in at least one jurisdiction as including an employer match structure and an additional automatic contribution after tenure. This can strengthen the non-salary portion of total compensation where offered.

Apex Group Insights

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The Company
7,423 Employees
Year Founded: 2003

What We Do

We are a single-source financial solutions provider dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices around the world. Established in Bermuda in 2003, we have continually disrupted the industry through our investment in innovation and talent. Today, we set the pace in fund and asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. As a pioneering data and fintech-enabled company, we are a disruptor driving digital tools into fund and asset servicing. However, our vision to drive positive change extends beyond the industry. The Apex Foundation, a not-for-profit entity, is our passionate commitment to empower sustainable change

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