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Financial Systems Lead
<p>We are looking for a Financial Systems Lead to oversee and optimize financial planning systems and data flows within the organization. This role is pivotal in ensuring the integrity, scalability, and efficient use of the financial planning tool to support budgeting, forecasting, and reporting activities. </p><p><br></p><p>Responsibilities:</p><p>• Act as the primary administrator and product owner for Workday Adaptive Planning, managing system architecture, metadata, and security configurations.</p><p>• Oversee user roles and permissions to ensure compliance with governance standards and internal controls.</p><p>• Manage integration and data flows between Adaptive Planning and source systems, such as Workday General Ledger.</p><p>• Collaborate with FP& A leadership to refine financial models, hierarchies, and planning assumptions.</p><p>• Design and maintain forecasting, scenario planning, and long-range financial models.</p><p>• Enhance reporting capabilities using Adaptive Planning and other business intelligence tools.</p><p>• Automate recurring processes, including data uploads, consolidations, and report distributions.</p><p>• Develop and implement best practices for data validation, version control, and audit documentation.</p><p>• Create user training programs and maintain detailed documentation to drive system adoption and consistency.</p><p>• Evaluate new features and updates within Workday Adaptive Planning, recommending beneficial enhancements.</p>
• Bachelor’s degree in Accounting, Finance, Information Systems, or a related field; relevant certifications are a plus.<br>• At least 5 years of experience in FP& A, financial systems administration, or a similar role.<br>• Strong knowledge of financial planning systems such as Workday Adaptive Planning, Anaplan, or Oracle.<br>• Proficiency in system administration, data integration, and optimizing reporting functionalities.<br>• Excellent communication skills with the ability to translate business needs into technical solutions.<br>• Independent problem-solving skills and the ability to manage tasks with minimal supervision.<br>• Advanced proficiency in Microsoft Excel and familiarity with other Microsoft Office tools.<br>• Proven ability to work effectively in a collaborative, team-oriented environment.
<p>Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.</p> <p>Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more.</p> <p>All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information.</p> <p>© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to <a href="https://www.roberthalf.com/us/en/terms">Robert Half’s Terms of Use</a>.</p>
  • Charlotte, NC
  • onsite
  • Permanent
  • 125000.00 - 150000.00 USD / Yearly
  • <p>We are looking for a Financial Systems Lead to oversee and optimize financial planning systems and data flows within the organization. This role is pivotal in ensuring the integrity, scalability, and efficient use of the financial planning tool to support budgeting, forecasting, and reporting activities. </p><p><br></p><p>Responsibilities:</p><p>• Act as the primary administrator and product owner for Workday Adaptive Planning, managing system architecture, metadata, and security configurations.</p><p>• Oversee user roles and permissions to ensure compliance with governance standards and internal controls.</p><p>• Manage integration and data flows between Adaptive Planning and source systems, such as Workday General Ledger.</p><p>• Collaborate with FP& A leadership to refine financial models, hierarchies, and planning assumptions.</p><p>• Design and maintain forecasting, scenario planning, and long-range financial models.</p><p>• Enhance reporting capabilities using Adaptive Planning and other business intelligence tools.</p><p>• Automate recurring processes, including data uploads, consolidations, and report distributions.</p><p>• Develop and implement best practices for data validation, version control, and audit documentation.</p><p>• Create user training programs and maintain detailed documentation to drive system adoption and consistency.</p><p>• Evaluate new features and updates within Workday Adaptive Planning, recommending beneficial enhancements.</p>
  • 2025-12-22T14:28:44Z

Financial Systems Lead Job in Charlotte, NC | Robert Half