Workday Functional Lead

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and Uni Fi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit

Workday Functional Lead

This is a remote opportunity. The Workday Functional Lead will work closely with the Workday Team Lead and business partners to configure and maintain Workday at Wealth Enhancement. This individual will be a technical expert in Workday in support of our Finance and Accounting business lines to propose and implement best-in-class solutions for complex business needs.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $ to $, exclusive of bonuses and benefits. This role is also eligible for an annual bonus. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

• Provide consultation to Business Partners and COEs, building domain knowledge, providing solutions and impact analysis
• Provide input and knowledge sharing with Workday Team Lead, Workday Team Members, and clients as appropriate
• Serve as subject matter expert on current and upcoming Workday capabilities
• Evaluate releases and functionality to identify opportunities to improve and optimize the use of Workday across areas of responsibility
• Participate in scheduled and ad hoc training in order to improve policy and process acumen
• Design and maintain system configuration for areas of responsibility
• Configure, test, validate and implement Business Process changes in Workday
• Configure, test, validate and implement Business Process Notifications in Workday
• Create EIBs for Business Partners
• Create and run complex EIBs

• Finance partner supporting designated FINS areas in Workday, including FP&A reporting (including Adaptive), Expenses, Procurement, Projects, etc.
• Assist in testing of integrations, security, annual events
• Maintain master data values in Workday for Business Partners
• Serve as an escalation resource for business user issues

• Participate in annual audit activities
• Perform annual maintenance on Business Processes, Tasks, Data
• Partner with Workday Business Analyst / Project Manager on requirements gathering for large scale initiatives

• Bachelor’s Degree or equivalent experience
• Workday FINS experience or training required; 3+ years preferred
• FINS functional and system experience required
• Adaptive experience required
• Understanding of Finance operations and experience in Finance data management and reporting with a high degree of confidentiality
• Ability to manage multiple and often changing priorities as well as the ability to adapt to changing business requirements; provide timely follow-ups and resolutions
• Agility – You’ll remain agile in your decision making, planning, and delivery; using curiosity and creativity to see situations from all perspectives.
• Strong verbal and written communication skills to interact with clients, cross-functional colleagues and IT
• Ability to accurately collect information to understand and assess the clients’ needs and situation
• Strong attention to detail with the ability to work effectively in a fast-paced environment and handle multiple projects

• Training and professional development
• Medical, dental and vision coverage (Available to full-time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and…