Workday Support Finance Team Lead (Assistant Manager)

Role: Workday Support Finance Team Lead (Assistant Manager)

Experience: 5+ Years

Location: Gurgaon and Pune

Role Purpose

The Workday Support Team Finance Lead is responsible for the day-to-day leadership, control and continuous improvement of Workday Financials across Core Financials, Procure-to-Pay, PSA and finance-related data management. This is a new role, leading a small specialist team of three consultants, ensuring finance issues, change requests, configuration activity, reporting needs and release impacts are managed through robust governance, clear prioritisation and strong service discipline.

The role acts as the operational bridge between Finance, the Workday Product Owner, the wider Workday Support Team, IT and the AMS provider. It ensures Workday remains stable, compliant, well controlled and aligned to Forvis Mazars’ roadmap, while also supporting adoption of standard Workday functionality and continuous improvement across finance processes.

Key Responsibilities

Team Leadership and Service Management

• Lead, coach and coordinate a team of three Workday finance support specialists covering data and reporting, PSA and Core Financials.
• Allocate work, monitor workload, manage priorities and ensure support activity is delivered in line with agreed SLAs, governance and business priorities.
• Hold regular one-to-ones, support learning and development plans, identify skills gaps and encourage cross-skilling across finance support areas.
• Act as the first escalation point for complex finance support issues, aged tickets, service risks and competing priorities.
• Use case trends, ticket volumes and recurring issues to identify improvement opportunities, training needs and areas for product optimisation.

Workday Finance Support and Configuration

• Oversee support for Workday Core Financials, including accounting structures, financial business processes, procure-to-pay, expenses and related finance workflows.
• Oversee support for Workday PSA, including project time, project costing, order-to-cash, billing and revenue-related processes, working closely with Finance and Operations stakeholders.
• Ensure finance data is maintained, governed and monitored effectively, including data quality checks, reconciliations, reporting accuracy and controlled data changes.
• Review, assess and coordinate finance configuration changes, ensuring changes are understood, documented, tested and approved through the appropriate governance route.
• Work with the wider Workday Support Team to manage dependencies across HCM, Payroll, reporting, integrations, security and finance processes.

Governance, Risk and Controls

• Ensure all finance support and change activity follows agreed Workday governance, including demand management, impact assessment, testing evidence, approvals and release controls.
• Support the Workday Product Owner with security governance, role access reviews and segregation of duties considerations for finance-related roles and processes.
• Maintain strong documentation standards for configuration, business process changes, testing, known issues, workarounds and operational procedures.
• Identify, assess and escalate finance system risks, including control weaknesses, data quality issues, recurring defects and service performance concerns.
• Support audit, compliance and data protection requirements by ensuring finance activity is traceable, controlled and appropriately evidenced.

Stakeholder Engagement and Continuous Improvement

• Work closely with the Finance Process Owner, Finance Shared Services and senior Finance stakeholders to understand operational issues, process pain points and future roadmap priorities.
• Partner with the Workday Product Owner to prioritise finance change requests, backlog items, release impacts and improvement opportunities.
• Act as the day-to-day finance liaison with our AMS partner for complex defects, technical advice, configuration support and higher-complexity change.
• Contribute to Workday release planning, regression testing, communications and adoption activity for finance-related functionality.
• Promote a continuous improvement mindset, focusing on standard Workday functionality, simplified processes, improved self-service, stronger data quality and reduced manual workarounds.

Person Specification

Experience

• Experience supporting, configuring or managing Workday Financials, ideally across Core Financials and PSA.
• Strong understanding of finance processes such as procure-to-pay, expenses, project accounting, billing, order-to-cash and financial controls.
• Experience leading or coordinating a small technical or functional support team, preferably in an offshore or distributed support model.
• Experience operating within structured service management, change governance, release management and incident management processes.
• Experience working with AMS providers, technology partners or third-party support teams to resolve defects and deliver change.
• Experience translating business requirements into clear support actions, configuration requirements, testing plans and operational improvements.

Skills and Behaviours

• Strong Workday Finance functional knowledge, with the ability to understand configuration, business processes, reporting, security and integration touchpoints.
• Excellent analytical and problem-solving skills, with the ability to investigate complex issues and identify root causes.
• Strong leadership, prioritisation and workload management skills.
• Clear communication skills, able to explain technical issues to non-technical finance stakeholders and translate business needs into Workday support actions.
• Strong governance mindset, with attention to documentation, auditability, controls, data protection and risk management.
• Collaborative working style, able to build trusted relationships across Finance, IT, P&C, Transformation, AMS and operational teams.
• Continuous improvement mindset, with a focus on simplification, standardisation, automation and user adoption.

Qualifications

• Bachelor’s degree or equivalent experience in Finance, Accounting, Business Systems, IT or a related discipline.
• Workday Financials certification or demonstrable Workday Financials experience preferred.
• Experience of Agile, service management or release management frameworks desirable.
• Accounting or professional services sector experience desirable.

Key Performance Indicators

• Finance support tickets resolved within agreed SLA and priority thresholds.
• Reduction in aged tickets, repeat issues and avoidable escalations.
• Quality and completeness of change documentation, testing evidence and approval records.
• Improvement in finance data quality, reporting accuracy and reconciliation outcomes.
• Successful delivery of finance-related Workday release activities and regression testing.
• Stakeholder satisfaction across Finance, Product, IT and AMS relationships.
• Development of cross-skilling and resilience across the finance support team.

Team Scope

At Forvis Mazars, we embrace diversity and are committed to fostering an inclusive culture where everyone feels valued, heard, and empowered. We provide equal opportunities for growth and advancement, regardless of background, identity, or experience. Join a global team where your unique perspective helps shape a more equitable and innovative future. If you’re ready to make an impact and elevate your career, we’d love to hear from you.