Position Summary

Focus Financial Partners is seeking an experienced and strategic Workday Financials Lead to lead the design, deployment, and ongoing optimization of our Workday Core Financials environment. This role will play a critical part in advancing our financial systems strategy—maximizing the power of Workday to enable accounting, financial operations, budgeting, reporting, and cross-functional business processes at scale.

You will serve as a consultative partner to Finance, Technology, and Operations stakeholders, driving Workday governance, managing enhancements, and ensuring a best-in-class Workday platform that supports our growth, financial rigor, and operational excellence. If you're excited by the opportunity to modernize financial systems and influence how a firm runs its business through technology, we’d love to speak with you.

This role is located in New Hyde Park, NY; St. Louis, MO.

Primary Responsibilities

Serve as the strategic Workday FinTech Lead—partnering closely with Finance, and Technology to ensure the system meets current and future financial management needs
Work with Finance leadership to translate operational, reporting, and compliance requirements into scalable Workday solutions
Drive Workday governance, roadmap planning, and resource coordination with an emphasis on financial capabilities and business outcomes
Oversee feature releases, semi-annual updates, module implementations, and system changes; ensure readiness across finance, accounting, procurement, and reporting teams
Evaluate and recommend enhancements across Workday Financials (e.g., Accounting, Financial Reporting, Projects, Procurement, Expenses) and Adaptive Planning to improve efficiency, data integrity, and auditability
Lead and mentor Workday support resources, balancing daily financial operations support with larger strategic initiatives
Configure, test, and deploy functionality within Workday—especially within Core Financials—and ensure integrations and data flows support downstream business processes
Maintain comprehensive documentation for financial workflows, security roles, integration points, and data governance
Champion continuous improvement and user adoption of Workday across finance functions through education, documentation, and best practices

Qualifications

Bachelor’s degree in Finance, Accounting, Information Systems, Business Administration, or a related discipline—or equivalent professional experience
Strong experience with Workday Financials (or formal Workday finance training) and Workday Adaptive is highly preferred; understanding of Workday HCM is a plus
8+ years of experience in financial systems management, ERP administration, or enterprise application support
Deep functional understanding of financial workflows, accounting structures, period close, reporting, and data governance within Workday or similar ERPs
Proven ability to influence senior stakeholders, translate financial requirements into system capabilities, and deliver scalable solutions
Experience in fast-paced, multi-entity, or decentralized environments is a plus

The annualized base pay range for this role is expected to be between $120,000- $190,000 Base Salary Compensation Range. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.

The following language is for US based roles only

For California Applicants: Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Focus Financial Partners

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