Talent.com
Workday Finance Director
Workday Finance DirectorCI Financial Corp. • New York, NY, US
Workday Finance Director

Workday Finance Director

CI Financial Corp. • New York, NY, US
12 days ago
Job type
  • Permanent
Job description

Description

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

The Workday Finance Manager will serve as the primary point of contact for all Workday related inquiries and initiatives across the organization. This role is responsible for managing day-to-day operations, driving system enhancements, and leading strategic automation and integration projects. The ideal candidate will possess deep expertise in Workday and demonstrate strong leadership in cross-functional collaboration.

Key Responsibilities :

Operational Leadership

  • Act as the primary source of information for Workday Finance-related inquiries from business units.
  • Manage and resolve daily Workday Finance requests, ensuring timely and accurate support.
  • Oversee the development and maintenance of custom reports, dashboards, and analytics within Workday Financials.

System Administration & Enhancement

  • Lead the administration, configuration, and continuous improvement of Workday Financials modules including Accounting, Accounts Payable, Expense, Treasury, and Assets, among others.
  • Stay current with Workday Finance system developments and proactively implement relevant updates.
  • Manage and oversee system upgrades, biannual releases, and testing cycles.
  • Strategic Projects & Automation

  • Lead automation and integration initiatives to enhance system capabilities and improve operational efficiency.
  • Support Workday Finance projects to ensure optimal configuration and adherence to best practices.
  • Governance & Compliance

  • Maintain and enforce internal control systems and segregation of duties related to business processes and security roles.
  • Ensure compliance with corporate policies and regulatory requirements.
  • Stakeholder & Vendor Management

  • Serve as the primary liaison with Workday SMEs, external service providers, and software vendors.
  • Manage vendor relationships to ensure efficient use of corporate resources and alignment with strategic goals.
  • Collaborate with cross-functional teams (HR, Payroll, IT) to support integrated developments within Workday.
  • Qualifications

  • Proven experience in Workday Financials administration and project leadership.
  • Strong understanding of accounting principles and financial operations.
  • Experience managing cross-functional teams and external vendors.
  • Excellent analytical, communication, and problem-solving skills.
  • Familiarity with internal controls and compliance frameworks
  • Competencies

    This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

    Physical Requirements

  • This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
  • This position may require the ability to lift up to 15 pounds.
  • This position is required to work onsite 4 days per week.
  • U.S. Eligibility Requirements

  • Must be 18 years of age or older.
  • Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
  • Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
  • Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
  • Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
  • What You can Expect from Us

    Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through :

  • 401(k) Plan with Employer Matching
  • Four Medical Plan options that is generously subsidized by Corient
  • Employer paid Dental, Vision & Life and AD&D Insurance
  • Employer paid Short-term & Long-term Disability
  • Paid Maternity & Parental Leave
  • Flexible Spending Accounts & Health Savings Accounts
  • Dependent Care FSA
  • Commuter & Transit FSA
  • Corporate Discount Program - Perkspot
  • Training Reimbursement
  • Paid Professional Designations
  • Giving back to the community - Volunteer days
  • Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.

    Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

    We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

    Create a job alert for this search

    Director Finance • New York, NY, US

    Related jobs
    VP Workday Finance Architect — Global ERP Leader

    VP Workday Finance Architect — Global ERP Leader

    Cross River Bank • Fort Lee, NJ, United States
    Full-time
    A financial services company in Fort Lee, NJ is seeking a VP, Workday Finance to lead the design and implementation of their Workday platform. Responsibilities include optimizing financial operation...Show more
    Last updated: 5 days ago • Promoted
    Director, Strategic Finance

    Director, Strategic Finance

    Thesis • New York, NY, US
    Full-time
    The human brain is the most complex object in the universe, yet society has accepted one-size-fits all approaches to cognition. The "solutions" (think coffee, energy drinks, and even a friend's rx) ...Show more
    Last updated: 30+ days ago • Promoted
    VP, Liquidity Forecast & Management Analytics

    VP, Liquidity Forecast & Management Analytics

    JPMorganChase • New York, NY, United States
    Full-time
    A leading financial institution based in New York is seeking a Vice President for its Commercial & Investment Bank Treasury team. This role involves managing liquidity reporting, collaborating acros...Show more
    Last updated: 9 days ago • Promoted
    Manager, Workday Financials

    Manager, Workday Financials

    KPMG • Montvale, NJ, United States
    Full-time
    Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering re...Show more
    Last updated: 22 days ago • Promoted
    Director of Financial Planning & Analysis

    Director of Financial Planning & Analysis

    CA Ferolie • Montvale, NJ, United States
    Full-time
    Director of Financial Planning & Analysis.Ferolie, we pride ourselves on maintaining strong traditions of excellence, providing our valued clients with tailored sales and marketing solutions since ...Show more
    Last updated: 15 days ago • Promoted
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data Annotation • Passaic, New Jersey
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 30+ days ago • Promoted
    Director, Division of Infectious Diseases

    Director, Division of Infectious Diseases

    Hackensack Meridian Health • Neptune Township, US
    Full-time +1
    Director, Division of Infectious Diseases.Jersey Shore University Medical Center.Hackensack Meridian Health – Neptune, New Jersey. Hackensack Meridian Health is seeking a Director, Division of...Show more
    Last updated: 30+ days ago • Promoted
    Purchasing / Accounting Administrator

    Purchasing / Accounting Administrator

    Envision-Innovative Solutions • Wall Township, NJ, US
    Full-time
    Roles and responsibilities Process purchase orders for assigned requisitions that are normally moderately to more complex procurements, which may include : higher dollar orders, service orders, and / ...Show more
    Last updated: 30+ days ago • Promoted
    Director of Financial Planning and Analysis

    Director of Financial Planning and Analysis

    Van Leeuwen Ice Cream • New York, NY, United States
    Full-time
    Director of Financial Planning and Analysis.Van Leeuwen Ice Cream is hiring a full‑time Director of Financial Planning and Analysis based out of our Brooklyn home office. This is a great opportunity...Show more
    Last updated: 23 days ago • Promoted
    Director, Financial Planning (New York / New Jersey / Connecticut)

    Director, Financial Planning (New York / New Jersey / Connecticut)

    Edelman Financial Engines, LLC • Paramus, NJ, United States
    Full-time
    At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.We believe that every dollar saved represents a lifetime of hard work and aspiration...Show more
    Last updated: 2 days ago • Promoted
    Director of Financial Planning & Analysis

    Director of Financial Planning & Analysis

    C.A. Ferolie • Montvale, NJ, United States
    Full-time
    Director of Financial Planning & Analysis.Ferolie, we pride ourselves on maintaining strong traditions of excellence, providing our valued clients with tailored sales and marketing solutions since ...Show more
    Last updated: 15 days ago • Promoted
    Director, Sales Finance

    Director, Sales Finance

    Menlo Ventures • New York, New York, US
    Full-time
    The Director of Sales Finance will serve as the key strategic financial partner to the Chief Revenue Officer (CRO) and the global sales leadership team. This is a high-impact role responsible for pr...Show more
    Last updated: 2 hours ago • Promoted • New!
    Estimator

    Estimator

    KIELY CIVIL MANAGEMENT CO. • Eatontown, NJ, US
    Full-time
    Since 1952, Kiely Family of Companies has been building lasting relationships and delivering innovative design-build solutions that put our customers’ success first.Recognized on the ENR 400,...Show more
    Last updated: 30+ days ago • Promoted
    Senior Platform Engineer, Workday Financials

    Senior Platform Engineer, Workday Financials

    Capital One • New York City, NY, US
    Full-time +1
    Senior Platform Engineer, Workday Financials.Do you love building and pioneering in the technology space? Do you enjoy solving complex technical problems in a fast-paced, collaborative, inclusive, ...Show more
    Last updated: 9 hours ago • Promoted • New!
    Payroll Director

    Payroll Director

    Vaco by Highspring • Long Branch, NJ, US
    Permanent
    Our client is seeking an experienced.This role will lead a team responsible for ensuring accurate, compliant, and efficient payroll processing while driving strategic initiatives that enhance organ...Show more
    Last updated: 29 days ago • Promoted
    Accounts Payable Supervisor

    Accounts Payable Supervisor

    RWJBarnabas Health Corporate Services • Oceanport, NJ, United States
    Full-time
    Location : System Business Office.Department Name : Accounts Payable.The above reflects the anticipated annual salary range for this position if hired to work in New Jersey.The compensation offered t...Show more
    Last updated: 1 day ago • Promoted
    Director of Financial Planning and Analysis

    Director of Financial Planning and Analysis

    Spring Fertility • New York, NY, US
    Full-time
    Director of Financial Planning and Analysis.The Director of Financial Planning and Analysis (FP&A) will be a key strategic leader within Spring Fertility's Finance organization, responsible for dri...Show more
    Last updated: 10 hours ago • Promoted • New!
    Finance Director : Talent Development and Risk Oversight

    Finance Director : Talent Development and Risk Oversight

    Atlantic Group • New York, NY, United States
    Full-time
    A financial services firm in Bronx County, NY seeks a Director for finance, responsible for financial results and talent management. The role requires oversight of cost and risk management, coaching...Show more
    Last updated: 4 days ago • Promoted