Director, Workday Financial Systems

Advisor Group; Scottsdale (AZ); Hybrid; USD 175,000 - 200,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Job summary

Osaic, one of the nation’s largest networks of independent financial advisors, is seeking a Financial Systems Director in a hybrid role with Scottsdale, AZ as a focal hub. This role leading Workday Finance and related systems combines strategy, implementation, and day-to-day administration.

You will drive system optimization, governance, and data-driven decision‑making across Finance, Accounting, Procurement, Treasury and HRIS while ensuring controls and scalability.

Qualifications

• Minimum 8+ years implementing or administering Workday offerings.
• Minimum 5+ years of direct or enterprise project leadership.
• Hands-on experience with GL, AP, Procurement, Expenses, Projects.
• Strong accounting principles and financial process knowledge.
• Experience with Workday configuration, security, and BPFs.
• Proven success leading system implementations and upgrades.

Responsibilities

• Lead System Ownership & Strategy across Workday Financials and related systems.
• Manage and grow the Financial Systems team to execute the roadmap.
• Lead integrations with Adaptive Planning, Prism, and CLM modules.
• Evaluate new Workday releases and drive feature adoption.
• Develop custom reports and reporting groups for finance users.
• Coordinate cross‑functional projects with security, testing, and training.
• Ensure SOX controls, data integrity, and proper data governance.

Skills

Workday Finance

Leadership

Systems optimization

SOX compliance

Data analytics

Project management

Education

Bachelor's degree in Accounting or Finance

Workday Certification (preferred)

Tools

Workday

Adaptive Planning

PRISM

Accounting Center

Workday CLM

Job description

Osaic, one of the nation’s largest networks of independent financial advisors, is seeking a Financial Systems Director in a hybrid role with Scottsdale, AZ as a focal hub. This role leading Workday Finance and related systems combines strategy, implementation, and day-to-day administration.

You will drive system optimization, governance, and data-driven decision‑making across Finance, Accounting, Procurement, Treasury and HRIS while ensuring controls and scalability.