Financial Systems Director

Atlanta: 2300 Windy Ridge Pkwy SE, Suite
750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type: Full-time

Salary: $175,000 - $200,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:

Osaic, one of the nation’s largest networks of independent financial advisors, is currently looking for a Financial Systems Director. Joining the company’s Finance department, this role will work within a fast-paced and dynamic environment that values talent, innovation, and delivery of best-in‑class solutions.

The team is seeking someone with accounting and finance operational experience and Workday and system configuration expertise to lead the development, implementation, and administration of the organization’s financial systems. The organization is growing organically and through acquisitions requiring system optimization and business integration work with mindfulness towards controls and compliance.

You will have the opportunity to participate in continuous process improvements within our existing Workday Finance application and other financial systems applications, including research, design, development, deployment, monitoring, accounting close cycles, and reporting. This role will support the enterprise with operational and project responsibilities.

This role bridges Finance, Accounting & Accounts Payable, Procurement, Treasury and HRIS ensuring the system supports business operations efficiently while enabling scalability, compliance, and data‑driven decision‑making.

The ideal candidate combines deep Workday Financials expertise with strong business acumen, leadership skills, and a continuous improvement mindset.

• Bachelor’s degree in Accounting, Finance, Information Systems preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

• Consistently monitor, recommend, and implement improvements to current processes and report across Record to Report, Procure-to-pay and Banking Verticals.
• Manage, retain and grow the Financial Systems team to execute the roadmap for Workday Financial systems aligned with broad business goals.
• Lead Financial Systems and partner with key stakeholders to manage and improve secondary Financial Systems such as Adaptive Planning, Prism, Accounting Center, Workday Strategic Sourcing and Workday CLM.
• Evaluate new Workday releases and lead feature adoption.
• Create and schedule custom reports and report groups.
• Lead cross‑functional projects. Gather business and security requirements, perform system design and configuration, map and validate data conversion, create test plans, conduct testing, create and test reports, and provide ongoing support.
• Develop and…