At a Glance
- Tasks: Lead and support Workday Financials, ensuring smooth operations and integrations.
- Company: Join a top UK banking institution focused on inclusive financial advice.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Dynamic role with potential for contract extension and career advancement.
- Why this job: Make a real impact in financial management while working with cutting-edge technology.
- Qualifications: Experience with Workday Financials and strong problem-solving skills required.
The predicted salary is between 60000 - 70000 £ per year.
Pontoon is an employment consultancy, we put expertise, energy, and enthusiasm into improving everyone’s chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identifiers, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive.
Our client is the specialized wealth management and financial planning division of one of the UK’s largest and most trusted banking institutions. They are dedicated to making high-quality, personalized financial advice accessible to a diverse client base across the nation. By combining the personal touch of a highly qualified, salaried advisory network with modern digital tools, they help clients confidently navigate investment strategies, retirement options, and estate planning. Operating as a purpose-driven business, the organization is deeply committed to empowering people to secure their long-term financial futures while driving economic growth and prosperity across the UK.
They are seeking an experienced Workday Financials Lead to provide technical and functional leadership across the Workday Financials platform. The position is being offered on an initial 12 month contract with the possibility of extension. The role is hybrid working being in the office 2 days a week with the remainder of time working from home. Standard office hours Monday to Friday with the occasional out of hours requirement in line with business needs.
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.
Responsibilities, Accountabilities and deliverables:
- 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.
- 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.
- 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.
- Act as the primary interface between Finance and Technology teams.
- Translate financial and business requirements into technical solutions.
- Provide clear communication on system capabilities, constraints, and risks.
- Support roadmap planning for Workday Financials enhancements.
Skills, qualifications and 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.
Candidates must show evidence of the above in their CV to be considered.
Information Technology Specialist in Leeds employer: Pontoon Solutions
At Pontoon, we pride ourselves on being an inclusive employer that values diversity and fosters a supportive work culture. As part of a leading wealth management division within one of the UK's largest banking institutions, our Information Technology Specialists benefit from a hybrid working model, competitive remuneration, and opportunities for professional growth. Join us to make a meaningful impact while enjoying a collaborative environment that empowers you to thrive in your career.
StudySmarter Expert Advice🤫
We think this is how you could land Information Technology Specialist in Leeds
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Pontoon Solutions. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Information Technology Specialist in Leeds
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Pontoon Solutions.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Pontoon Solutions's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Pontoon Solutions
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Pontoon Solutions.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Pontoon Solutions will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Pontoon Solutions employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
