Senior Workday Finance Lead – Accounting & Planning

Artifintech; Plano (TX); On-site; USD 124,000 - 193,000; Full time

Job summary

ARTIFICIAL INTELLIGENCE TECHNOLOGIES LLC in the United States is seeking a Senior Workday Finance Lead for Accounting and Planning. The role covers R2R, Adaptive Planning, tax & treasury, and reporting, with a focus on optimizing close cycles and financial data models.

The 13-month+ extension engagement is based in the US, with compensation determined by experience (DOE) and an emphasis on collaboration with cross-functional teams to ensure accurate financial outcomes and compliant processes.

Qualifications

• Extensive Workday Financial Management experience across R2R, journals, fixed assets, and allocations.
• Experience maintaining Workday-Adaptive Planning integrations and budgeting workflows.
• Knowledge of bank account management, tax rules, and treasury processes.
• Ability to design composite reports for Balance Sheet, P&L, and cash flow.

Responsibilities

• Own the Financial Data Model (FDM) and configure period-end journal processes.
• Maintain Adaptive Planning integration, version control, and annual budgeting structures.
• Configure tax and treasury rules, bank reconciliation, and ad hoc bank transactions.
• Design and deliver composite reports for external financial statements.
• Provide daily run support for period close and resolve unposted entries.
• Govern FDM changes, approve new cost centers and ledger mappings in Adaptive.

Skills

Workday Finance

R2R / Financial Data Model

Adaptive Planning

Tax & Treasury

Reporting & Analytics

Bank Reconciliation

Accounting Close Process

Cross-functional Collaboration

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.

ARTIFICIAL INTELLIGENCE TECHNOLOGIES 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. ARTIFICIAL INTELLIGENCE TECHNOLOGIES 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 ARTIFICIAL INTELLIGENCE TECHNOLOGIES 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