At a Glance
- Tasks: Lead Workday Financials, ensuring seamless integration and data accuracy across systems.
- Company: Join Lloyds Wealth, transforming financial advice for everyone.
- Benefits: Enjoy 30 days holiday, private medical insurance, and a flexible working environment.
- Other info: We welcome diverse applicants and support career restarts after leave.
- Why this job: Make a real impact in finance while enjoying a supportive and inclusive workplace.
- Qualifications: Experience with Workday Financials and strong problem-solving skills required.
The predicted salary is between 60546 - 67000 £ per year.
Lloyds Wealth aims to improve the way financial advice is offered by making it more affordable, accessible and impactful for more people.
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 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.
Benefits
- 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.
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.
Workday Financials Lead in Leeds employer: Lloyds Wealth
Lloyds Wealth is an exceptional employer, offering a supportive and inclusive work culture that prioritises employee well-being and professional growth. With generous benefits such as 30 days of annual leave, flexible working arrangements, and a strong commitment to diversity, employees in Leeds can thrive both personally and professionally while contributing to meaningful financial solutions for clients.
StudySmarter Expert Advice🤫
We think this is how you could land Workday Financials Lead in Leeds
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
✨Utilise Temp Agencies Specialised in Finance
Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like Lloyds Wealth.
✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
✨Stay Active on Job Boards and Company Websites
Keep your eyes peeled on job boards specifically for finance roles. Companies like Lloyds Wealth might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Workday Financials Lead in Leeds
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Lloyds Wealth will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Lloyds Wealth. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Lloyds Wealth confidence in your short-term commitment to the role.
How to prepare for a job interview at Lloyds Wealth
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Lloyds Wealth.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Lloyds Wealth that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
