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

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