Senior Workday Finance Lead – R2R

Jade Global; Pleasanton (CA); On-site; USD 140,000 - 190,000; Full time

Job summary

Jade Global in Pleasanton, CA seeks a Senior Workday Finance Lead – R2R to own the R2R domain, GL close, and financial strategy, partnering with the Controller and FP&A teams.

The role focuses on configuring journals, assets, and allocations, maintaining the Adaptive Planning integration, and coordinating bank/treasury activities while delivering external financial reporting.

Qualifications

• 5+ years in Finance Systems with GAAP/IFRS knowledge.
• Mandatory Workday R2R certification.
• Strong collaboration with Controller and FP&A teams.

Responsibilities

• Own the Financial Data Model (FDM) and configure journals, fixed assets, and allocations.
• Design the period-close checklist to shorten close cycles.
• Maintain integration between Workday Core Fin and Adaptive Planning.
• Design composite reports for Balance Sheet, P&L, and Cash Flow.

Skills

Finance systems

GAAP/IFRS knowledge

Workday R2R experience

Tools

Adaptive Planning

Job description

Job Title: Senior Workday Finance Lead – R2R

Logical Grouping: Record to Report (R2R), Tax, Treasury, Adaptive Planning, Business Finance

Focus: This role focuses on the General Ledger, closing the books, and financial strategy. You are the partner to the Controller and FP&A teams.

Key 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).

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.
• FDM Governance: Review and approve requests for new Cost Centers or Ledger Accounts, ensuring they map correctly to Adaptive.

Qualifications

Mandatory Certification: Workday R2R

Experience: 5+ years in Finance Systems, with deep knowledge of GAAP/IFRS accounting principles.

Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries of the position across all US locations. Within the range, individual pay is determined by work location and additional job-related factors, including knowledge, skills, experience, tenure and relevant education or training. The pay scale is subject to change depending on business needs. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additional compensation may include benefits, discretionary bonuses, and equity