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About the Role
Lloyds Wealth aims to improve the way financial advice is offered by making it more affordable, accessible and impactful for more people. We are seeking an experienced Workday Financials Lead to provide technical and functional leadership across the Workday Financials platform. 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
- Act as the subject matter expert for Workday Financials, covering Core Financials, Prism [Reporting/MI], Reporting building, Security, Integrations [Banking & Reporting/MI interfaces], Adaptive planning
- Ensure alignment with Finance processes, controls and regulatory requirements
- 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
- 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
- Act as the primary interface between Finance and Technology teams
- Translate financial and business requirements into technical solutions
Requirements
- 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
- Familiarity with integration tools, APIs, and middleware (e.g. Workday Studio, EIBs)
- Experience within regulated or financial services environments
- Provide clear communication on system capabilities, constraints, and risks
- Support roadmap planning for Workday Financials enhancements
Skills
- Workday Financials
- Core Financials
- Prism [Reporting/MI]
- Reporting building
- Security
- Integrations [Banking & Reporting/MI interfaces]
- Adaptive planning
- Financial Accounting
- Financial Reporting
- Financial controls
- Reconciliation
- Audit requirements
- BAU support
- Incident management
- Change management
- Integration tools
- APIs
- Middleware
- Workday Studio
- EIBs
Location
- Leeds, West Yorkshire
Work Type
- Fixed Term Contract
- Flexible working
Experience Level
- Experienced
Salary/Compensations
- £60,546 to £67,000
Benefits
- 30 days of annual leave plus bank holidays
- Option to buy or sell 5 days of annual leave
- Company-paid Private Medical Insurance
- Life Insurance
- Health Screening
- Matched pension contribution of up to 15% of base pay
- Flexible allowance for additional benefits (dental cover, paid sabbatical leave, gym membership, menopause support)
- Bonus Opportunity (dependent on individual/company performance, eligible after 3 months’ service)
- Access to free financial advice
About the Company
- Lloyds Wealth aims to improve the way financial advice is offered by making it more affordable, accessible and impactful for more people.
- We operate under the Senior Managers and Certification Regime as a solo-regulated firm.
- We embrace individuality and diversity of identity, experience, and thought.
- We actively strive for inclusive behaviours and actions, making appropriate adjustments for disabilities, health conditions and neurodiversities.
- We ensure equal opportunities for all and transparently report on gender pay to promote fairness.
Equal Opportunity
- We ensure equal opportunities for all and transparently report on gender pay to promote fairness.
- We warmly welcome applications from those returning to work after a period of leave, providing appropriate support and training where required.