Workday Functional Lead

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

We have an exciting opportunity for a Workday Functional Lead! The Workday Functional Lead will work closely with the Workday Team Lead and business partners to configure and maintain Workday at Wealth Enhancement. This individual will be a technical expert in Workday in support of our Finance and Accounting business lines to propose and implement best-in-class solutions for complex business needs.

This is a remote opportunity.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $115,000.00 to $125,000.00, exclusive of bonuses and benefits. This role is also eligible for an annual bonus. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Manage and Implement Workday System/New Functionality

• Provide consultation to Business Partners and COEs, building domain knowledge, providing solutions and impact analysis

• Provide input and knowledge sharing with Workday Team Lead, Workday Team Members, and clients as appropriate

• Serve as subject matter expert on current and upcoming Workday capabilities

• Evaluate releases and functionality to identify opportunities to improve and optimize the use of Workday across areas of responsibility

• Participate in scheduled and ad hoc training in order to improve policy and process acumen

• Design and maintain system configuration for areas of responsibility

• Configure, test, validate and implement Business Process changes in Workday

• Configure, test, validate and implement Business Process Notifications in Workday

• Create EIBs for Business Partners

• Create and run complex EIBs

Support BAU Activities for Finance and Accounting  

• Finance partner supporting designated FINS areas in Workday, including FP&A reporting (including Adaptive), Expenses, Procurement, Projects, etc.

• Assist in testing of integrations, security, annual events

• Maintain master data values in Workday for Business Partners

• Serve as an escalation resource for business user issues

Special Projects as Needed

• Participate in annual audit activities

• Perform annual maintenance on Business Processes, Tasks, Data

• Partner with Workday Business Analyst / Project Manager on requirements gathering for large scale initiatives

Education/Qualifications

• Bachelor’s Degree or equivalent experience

• Workday FINS experience or training required; 3+ years preferred

• FINS functional and system experience required

• Adaptive experience required

• Understanding of Finance operations and experience in Finance data management and reporting with a high degree of confidentiality

• Ability to manage multiple and often changing priorities as well as the ability to adapt to changing business requirements; provide timely follow-ups and resolutions

• Agility – You’ll remain agile in your decision making, planning, and delivery; using curiosity and creativity to see situations from all perspectives.

• Strong verbal and written communication skills to interact with clients, cross-functional colleagues and IT

• Ability to accurately collect information to understand and assess the clients’ needs and situation

• Strong attention to detail with the ability to work effectively in a fast-paced environment and handle multiple projects

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the Career level is $87,400.00 to $131,100.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.

#LI – MR1

#LI – Remote

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to full-time employees and their families)

• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

• Life and AD&D insurance – employer paid and voluntary options

• Short-term and long-term disability, workers compensation – employer paid

• 401k with match and profit sharing

• Wellness programs and resources

• Voluntary benefits, including pet insurance

• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

• 12 paid holidays each year (10 pre-determined and 2 floating days)

• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.