Senior Workday Finance Lead – R2R

Jade Global; San Jose (CA); Hybrid; USD 140,000 - 190,000; Full time

Job summary

Jade Global is seeking a Senior Workday Finance Lead focused on R2R processes in San Jose, CA. You will own the Financial Data Model, configure Journals, Fixed Assets, and Allocations, and design period-close checklists to shorten cycles.

You will maintain the integration between Workday Core Fin and Adaptive, manage budgeting structures, and support daily run activities including period close, bank reconciliation, and governance of Cost Centers and Ledger Accounts.

Qualifications

• 5+ years in Finance Systems with Workday R2R expertise.
• Deep knowledge of GAAP/IFRS accounting principles.
• Experience integrating Workday with Adaptive Planning is a plus.

Responsibilities

• Own the Record to Report processes and the Financial Data Model (FDM).
• Configure journals, fixed assets, and allocations; design period-close checklist to shorten close cycles.
• Maintain the integration between Workday Core Fin and Adaptive; manage budgeting structures.
• Provide L2 daily run support: period close, bank reconciliation, and Adaptive issues.
• Govern FDM: approve requests for new Cost Centers or Ledger Accounts.

Skills

Workday R2R

GAAP/IFRS

Workday Core Fin

Tools

Workday

Adaptive Planning

Job description

Senior Workday Finance Lead – R2R0 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.

Qualifications

• Mandatory Certification: Workday R2R Experience: 5+ years in Finance Systems, with deep knowledge of GAAP/IFRS accounting principles.

Working at Jade Global Talented people are drawn to world‑class organizations that offer outstanding opportunities, and Jade Global is an employer of choice for individuals around the world. We invest in each employee’s personal and professional wellbeing because we understand that client success, as well as our ultimate success, starts with our employees. We seek to provide the benefits you need while standing behind you every step of the way. Our programs include health-related policies and leave donation policy.