Workday Administrative Specialist, Finance

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.

For more information, visit  Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

This role acts as the primary configuration, administration, and security expert for all Finance (FIN) modules, providing strategic systems and business process guidance to the organization, and partners with Corporate IT and the Workday HCM Systems Analyst on cross‑functional administrative duties.

• Serve as subject matter expert across all Workday Finance modules, including Accounting, Treasury, Tax, FP&A, Budgeting & Forecasting, Accounts Payable, Customer Billing, and Reporting
• Architect and configure business processes, security roles, condition rules, notifications, calculated fields, and validation controls
• Lead the documentation of business requirements and articulate end‑to‑end functional process design for enhancements and new initiatives
• Provide thought leadership on system capabilities, maintaining a clear understanding of delivered functionality and configuration limitations
• Partner with Corporate IT and external vendors on integrations, defining functional requirements and leading test validation

• Maintain awareness of Workday's product roadmap and upcoming releases; assess the impact on current configuration and proactively plan enhancements
• Own release governance, including regression testing, unit testing, User Acceptance Testing (UAT), and pre‑launch validation
• Create and execute detailed test scripts across development and production environments
• Identify opportunities to streamline manual processes through automation and system optimization
• Drive continuous improvement initiatives aligned with scalability and operational excellence

• Build and maintain dashboards and reports that support executive decision‑making, budgeting and forecasting, compliance reporting, and operational metrics
• Develop advanced calculated fields and custom reporting solutions
• Ensure reporting accuracy through routine audits and validation controls
• Partner with stakeholders to define dashboard needs and enable self‑service analytics capabilities
• Translate complex data into clear, actionable insights for business leaders

• Own Workday security configuration, role‑based access controls, and periodic security audits
• Ensure compliance with data privacy and regulatory standards (SOX, PII, GDPR, as applicable)
• Maintain strong data governance protocols, including routine data audits and quality assurance reviews
• Serve as an escalation point for system issues…