Lead Workday Financial Systems Director

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

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time off

Volunteer days

Job summary

Osaic, one of the nation’s largest networks of independent financial advisors, is seeking a Financial Systems Director to lead Workday Financials implementation, optimization, and governance within Finance. This role requires strong leadership, deep Workday expertise, and a focus on controls, reporting, and data-driven decision making.

You will manage the Financial Systems team, collaborate with cross‑functional partners, and drive continuous improvement across Record-to-Report, Procure-to-Pay,

Qualifications

• Bachelor's degree in Accounting/Finance or information systems preferred.
• Minimum 8+ years of experience with Workday Financials implementations/administration.
• Strong leadership and project management abilities.

Responsibilities

• Lead Workday Financials strategy, implementation, and optimization.
• Manage Financial Systems team and roadmap aligned with business goals.
• Oversee integrations between Workday and other systems and ensure SOX controls.

Skills

Workday

Financials

Leadership

Analytical

Education

Bachelor's degree in Accounting/Finance

Tools

Workday configuration

Adaptive Planning

PRISM

Job description

Osaic, one of the nation’s largest networks of independent financial advisors, is seeking a Financial Systems Director to lead Workday Financials implementation, optimization, and governance within Finance. This role requires strong leadership, deep Workday expertise, and a focus on controls, reporting, and data-driven decision making.

You will manage the Financial Systems team, collaborate with cross‑functional partners, and drive continuous improvement across Record-to-Report, Procure-to-Pay,