Workday Financials Lead

Leeds/Hybrid

12 months

Day rate £500 via Umbrella Company

Pontoon is an employment consultancy, we put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identifies, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive.

Our client is the specialized wealth management and financial planning division of one of the UK's largest and most trusted banking institutions. They are dedicated to making high-quality, personalized financial advice accessible to a diverse client base across the nation. By combining the personal touch of a highly qualified, salaried advisory network with modern digital tools, they help clients confidently navigate investment strategies, retirement options, and estate planning. Operating as a purpose-driven business, the organization is deeply committed to empowering people to secure their long-term financial futures while driving economic growth and prosperity across the UK.

They are seeking an experienced Workday Financials Lead to provide technical and functional leadership across the Workday Financials platform. The position is being offered on an initial 12 month contract with the possibility of extension. The role is hybrid working being in the office 2 days a week with the remainder of time working from home. Standard office hours Monday to Friday with the occasional out of hours requirement in line with business needs.

This role will be responsible for the configuration, design, and ongoing support of Workday Financials, acting as the critical interface between Technology and Finance. Partnering closely with Data Engineering, Finance and third party service providers ensuring robust integrations, reporting, and financial data management practices are in place.

The successful candidate will ensure the platform operates effectively to meet evolving business needs, covering BAU operations, incident management, and continuous system enhancements

Responsibilities, Accountabilities and deliverables

Workday Platform Leadership

Act as the subject matter expert for Workday Financials, covering the following areas: Core Financials, Prism [Reporting/MI], Reporting building, Security, Integrations [Banking & Reporting/MI interfaces], Adaptive planning
Ensure alignment with Finance processes, controls, and regulatory requirements

Integrations & Data

Lead and support banking, income, and MI integrations, working closely with third parties and the Data Engineering team
Support data reconciliation, integrity validation, and financial accuracy across systems
Act as the bridge between Workday and broader data/reporting ecosystems, providing analysis and insight where required.
Support release management, regression testing, and deployment

BAU Support, Incidents & Change Management

Oversee day-to-day BAU operations of Workday Financials
Lead triage and resolution of incidents and defects, ensuring minimal business disruption
Assess, prioritise, and implement system changes as business needs evolve, ensuring documentation and runbooks are maintained throughout
Ensure strong governance over changes, risks, and dependencies

Stakeholder & Delivery Management

Act as the primary interface between Finance and Technology teams
Translate financial and business requirements into technical solutions
Provide clear communication on system capabilities, constraints, and risks
Support roadmap planning for Workday Financials enhancements

Skills, qualifications and experience

Proven experience leading implementation or ongoing management of Workday Financials in complex organisations
Strong hands-on functional expertise across Core Workday Financials, Security, Integrations (especially banking and income), Prism and Adaptive planning modules.
Strong contextual knowledge of Financial Accounting and Reporting including a strong understanding of financial controls, reconciliation, and audit requirements
Experience managing BAU support, incidents, and change processes

Candidates must show evidence of the above in their CV to be considered.

Please be advised if you haven't heard from us within 48 hours then unfortunately your application has not been successful on this occasion, we may however keep your details on file for any suitable future vacancies and contact you.

We use generative AI tools to support our candidate screening process. This helps us ensure a fair, consistent, and efficient experience for all applicants. Rest assured, all final decisions are made by our hiring team, and your application will be reviewed with care and attention.

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Workday Financials Lead