Senior Workday Finance Lead - Accounting & Planning

Senior Workday Finance Lead Accounting & Planning - PAN India10+ Years

Description:

Role Summary

We are seeking a Senior Workday Finance Lead with deep expertise in Workday Core Financials and Adaptive Planning to own end-to-end Record to Report (R2R), financial close, and planning processes. This role partners closely with Controllers, FP&A, Tax, and Treasury teams, acting as the functional authority for financial data integrity, configuration governance, and strategic finance enablement.

Functional Scope:

- Record to Report (R2R)

- Adaptive Planning

- Tax & Treasury

- Business Finance & Reporting

Key Responsibilities:

1. Strategy, Design & Configuration

Record to Report (R2R):

- Own and govern the Financial Data Model (FDM).

- Configure and optimize business processes for Journals, Fixed Assets, Allocations, and Period Close.

- Design and maintain period-close checklists to reduce close cycles and improve accuracy.

Adaptive Planning

- Manage and maintain Workday Core Finance Adaptive Planning integration.

- Configure and support versions, levels, sheets, and forecasting models.

- Support annual budgeting, rolling forecasts, and scenario planning.

Tax & Treasury

- Configure Bank Account Management, Settlement Rules, and Ad-hoc Bank Transactions.

- Manage withholding tax rules and sales tax adapter integrations.

- Support treasury operations and banking integrations.

Reporting

Design and maintain Composite Reports for statutory and management reporting: Balance Sheet, Profit & Loss, Cash Flow Statements

2. L2 Support & Operational Ownership

Period Close & Accounting Support:

- Troubleshoot and resolve issues blocking period close (unposted journals, accounting date mismatches, validation errors).

- Support month-end, quarter-end, and year-end close activities.

Bank Reconciliation

- Investigate and resolve unreconciled bank statement lines.

- Ensure accurate system matching and reconciliation rules.

Adaptive Planning Support

- Resolve access issues for budget owners and FP&A users.

- Troubleshoot broken formulas, version issues, and planning model inconsistencies.

Asset Management

- Correct depreciation errors, asset transfers, and rollbacks of incorrect disposals.

FDM & Governance

- Review and approve creation/changes to Cost Centers, Ledger Accounts, and Hierarchies.

- Ensure correct mapping between Workday Core Financials and Adaptive Planning.

Qualifications & Experience:

Mandatory:

Active Workday Pro / Implementer Certification in: Core Financials or Adaptive Planning

- 10+ years of overall experience, with 5+ years in Finance Systems / Workday Financials.

- Strong hands-on experience with Workday Core Financials (GL-centric).

- Deep understanding of GAAP / IFRS accounting principles.

Preferred:

- CPA or strong Accounting background.

- Experience partnering with Controllers and FP&A leadership.

- Exposure to financial close optimization and compliance-driven environments.

Key Skills & Competencies:

- Workday Financial Data Model (FDM) expertise

- Record-to-Report lifecycle ownership

- Adaptive Planning integration & configuration

- Financial reporting & close governance

- Strong stakeholder communication and functional leadership

- Ability to operate in high-accountability, business-critical environments