Senior Workday Finance Lead – Accounting & Planning

Robotic Technologies Automation; Plano (TX); On-site; USD 96,000 - 165,000; Full time

Job summary

ROBOTIC PROCESS AUTOMATION LLC in Plano, TX is seeking a Senior Workday Finance Lead to own the R2R data model and the adaptive planning integration. The role will configure journals, assets, and allocations, design close checklists, and produce external financial statements.

You will handle daily run activities, troubleshoot period-close issues, and support bank reconciliations and governance of FDM. The position requires strong Workday Finance expertise, experience with Adaptive Planning, and

Qualifications

• Experience implementing Workday Financial Management.
• Ability to own R2R processes and close cycles.
• Experience configuring Adaptive Planning integrations.

Responsibilities

• Own the R2R data model and journal processes.
• Configure journals, fixed assets, allocations, and close checklist.
• Maintain Workday-Adaptive Planning integration.
• Design reports for balance sheet, P&L, cash flow.
• Support daily run, troubleshooting period close errors.
• Assist with bank reconciliation and budgeting tasks.

Skills

Workday Finance

R2R

Adaptive Planning integration

Financial Reporting

Tools

Workday Core Fin

Adaptive Planning

Job description

Senior Workday Finance Lead – Accounting & Planning

Location:

Duration:

13Months+ Extension

Hourly Rate:

Depending on Experience (DOE)

Work Authorization:

• 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: Tro ubleshoot access issues for budget managers and fix broken formulas in Adaptive sheets.
• FDM Governance: Review and approve requests for new Cost Centers or Ledger Accounts, ensuring they map correctly to Adaptive.

ROBOTIC PROCESS AUTOMATION LLC is an equal opportunity employer inclusive of female, minority, disability and veterans, (M/F/D/V). Hiring, promotion, transfer, compensation, benefits, discipline, termination and all other employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, age, disability, national origin, citizenship/immigration status, veteran status or any other protected status. ROBOTIC PROCESS AUTOMATION LLC will not make any posting or employment decision that does not comply with applicable laws relating to labor and employment, equal opportunity, employment eligibility requirements or related matters. Nor will ROBOTIC PROCESS AUTOMATION LLC require in a posting or otherwise U.S. citizenship or lawful permanent residency in the U.S. as a condition of employment except as necessary to comply with law, regulation, executive order, or federal, state, or local government contract