Workday Financials Lead

Job Type Fixed Term (Fixed Term)
Closing Date
28/06/2026

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

Role | Fixed Term Contract - 30/06/2027

Location | Leeds, West Yorkshire Salary | £ 60,546 to £67,000

Key Responsibilities 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

Essential Skills & 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

Desirable Experience Familiarity with integration tools, APIs, and middleware (e.g. Workday Studio, EIBs)

Experience with in regulated or financial services environments

Provide clear communication on system capabilities, constraints, and risks

Support roadmap planning for Workday Financials enhancements

We understand not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role.

This job vacancy may close earlier than the advertised date if a suitable candidate is found. We encourage interested applicants to submit their applications as soon as possible.

Some fantastic benefits our colleagues enjoy:

Generous Holiday Entitlement: 30 days of annual leave plus bank holidays, with the option to buy or sell 5 days.

Health & Wellbeing:
Company-paid Private Medical Insurance, Life Insurance, and Health Screening.

Company Pension Contribution: A matched pension contribution of up to 15% of your base pay.

Cash Allowance:
Flexible allowance to spend on additional benefits personal to you, including: dental cover, paid sabbatical leave, gym membership, menopause support.

Bonus Opportunity:
Dependent on individual/company performance (eligible after 3 months’ service)
Financial Advice :
Access to free financial advice to help secure your financial future.

To find out more, please visit the Rewards…