Workday Finance Lead & Automation Architect

NFP; Florida; On-site; USD 108,000 - 132,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Health & wellness programs

PeopleFirst culture

Job summary

Wealthspire Advisors is seeking a senior Workday Finance Specialist to lead configuration, security governance, and testing for multiple FIN modules. The role focuses on building scalable business processes, enabling robust reporting, and ensuring data integrity through governance practices.

You will collaborate with Corporate IT and vendors on integrations, drive UAT and regression testing, and support period-end close and forecasting with advanced dashboards.

Qualifications

• Hands-on Workday Finance configuration across multiple modules and integrations.
• Experience with security configuration, business processes, and reporting architecture.
• Proven ability to manage Workday release cycles including UAT and testing.
• Advanced Workday reporting, calculated fields, and dashboards.
• Experience with EIB data loads and troubleshooting.
• Strong understanding of finance operations and compliance.

Responsibilities

• Own Workday Finance module configuration and security governance.
• Lead testing, including regression and UAT, with detailed test scripts.
• Develop advanced dashboards and reporting solutions for execs.
• Partner with IT and vendors on integrations and data migrations.
• Support finance operations, close cycles, and governance initiatives.

Skills

Workday Finance modules

Security configuration

UAT testing

Dashboards & reporting

Data governance

Cross-functional collaboration

Attention to detail

Education

Bachelor's degree in Finance/Accounting/IS

Workday Certification (Financials Administrator/Functional Lead)

Tools

Workday EIB

Workday Reporting

Workday Security

Workday Integrations

Job description

Wealthspire Advisors is seeking a senior Workday Finance Specialist to lead configuration, security governance, and testing for multiple FIN modules. The role focuses on building scalable business processes, enabling robust reporting, and ensuring data integrity through governance practices.

You will collaborate with Corporate IT and vendors on integrations, drive UAT and regression testing, and support period-end close and forecasting with advanced dashboards.