Senior Workday Finance Lead – Accounting & Planning

MACHINE LEARNING TECHNOLOGIES LLC; Plano (TX); On-site; USD 83,000 - 124,000; Full time

Job summary

MACHINE LEARNING TECHNOLOGIES LLC is seeking a Senior Workday Finance Lead – Accounting & Planning in Plano, TX to own the Financial Data Model, configure R2R processes, and manage Adaptive Planning for annual budgeting and forecasting. The role includes tax and treasury configurations and the design of reporting for external financial statements.

The position covers daily run activities such as period-close support, bank reconciliation, Adaptive user support, asset management, and governance of

Responsibilities

• 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).
• 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.

Job description

Job Overview

• Job ID: J52766
• Job Title: Senior Workday Finance Lead – Accounting & Planning
• Location: plano, TX
• Duration: 13 Months + Extension
• Hourly Rate: Depending on Experience (DOE)
• Work Authorization: US Citizen, Green Card, OPT-EAD, CPT, H-1B, H4-EAD, L2-EAD, GC-EAD
• Client: To Be Discussed Later
• Employment Type: W-2, 1099, C2C

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.

Equal Opportunity Employer

MACHINE LEARNING 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. MACHINE LEARNING 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 MACHINE LEARNING 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.