Senior Workday Finance Lead – Accounting & Planning

Jade Global • San Jose, CA

3d

About The Position

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. Working at Jade Global Talented people are drawn to world-class organizations that offer outstanding opportunities, and Jade Global is an employer of choice for individuals around the world. We invest in each employee’s personal and professional wellbeing because we understand that client success, as well as our ultimate success, starts with our employees. We seek to provide the benefits you need while standing behind you every step of the way. Our programs include health-related policies and leave donation policy.

Requirements

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

Nice To Haves

• CPA or background in Accounting

Responsibilities

• Own the Financial Data Model (FDM)
• Configure Business Processes for Journals, Fixed Assets, and Allocations
• Design the period-close checklist to shorten close cycles
• Maintain the integration between Workday Core Fin and Adaptive
• Manage versions, sheets, and level structures for annual budgeting and forecasting
• Configure Bank Account Management, Settlement Rules, and Ad-hoc Bank Transactions
• Manage withholding tax rules and sales tax adapter integrations
• Design Composite Reports for external financial statements (Balance Sheet, P&L, Cash Flow)
• Troubleshoot "red" errors preventing period close (e.g., resolving unposted journals, fixing accounting date mismatches)
• Investigate and fix bank statement lines that fail to auto-reconcile with system transactions
• Troubleshoot access issues for budget managers and fix broken formulas in Adaptive sheets
• Correct asset depreciation errors or rollback incorrect asset disposals
• Review and approve requests for new Cost Centers or Ledger Accounts, ensuring they map correctly to Adaptive

Benefits

• health-related policies
• leave donation policy

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees