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 within 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 and Benefits section of our Careers website.
We support flexible working:
We know how important it is to be able to achieve a balance. We want to support your lifestyle as well as meeting our business needs, so will always aim to be flexible. As well as traditional working patterns, we have colleagues who work informal flexible hours, reduced working hours, and have job-sharing arrangements. Many colleagues work from home, or in a hybrid way.
Ready to restart your career?
We warmly welcome applications from those returning to work after a period of leave, providing appropriate support and training where required.
You belong here:
We embrace individuality and diversity of identity, experience, and thought. We actively strive for inclusive behaviours and actions, making appropriate adjustments for disabilities, health conditions and neurodiversities. We ensure equal opportunities for all and transparently report on gender pay to promote fairness.
We operate under the Senior Managers and Certification Regime as a solo-regulated firm and if this role is classed as a Certified Role under that regime you will be subject to enhanced vetting and will have a number of additional conduct and regulatory duties to adhere to, as well as certifying at least annually that you are fit and proper to perform this role.