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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
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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.

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