Jade Global

Senior Workday Finance Lead – R2R

San Jose, CA · North Wales, PA

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hirly's read of this role

Seniority: Lead / management
Country: US
Work mode: On-site / unstated
First seen by hirly: 1 Sept 2026

Derived automatically from the posting. Upload your resume above to see how the role scores against it.

the posting

Senior Workday Finance Lead – R2R0 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 R2R

Experience: 5+ years in Finance Systems, with deep knowledge of GAAP/IFRS accounting principles.

Original posting on Jade Global's site ↗

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