Workday - Finance Data and Reporting Specialist- Fixed Term to April 2027

About Netwealth

Netwealth isn't just a company. We're shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more, and we're proud to be recognised as one of Australia's most innovative FinTech businesses.

Since 1999, we've grown rapidly by challenging the status quo. We move fast, think big, and stay agile. Free from unnecessary bureaucracy so we can deliver smarter solutions for our clients and create real impact.

But what truly sets us apart? Our people. We're a team of curious, optimistic and courageous individuals who collaborate to make life better for more Australians. We value authenticity, and agility, and we believe in creating an environment where you can do your best work, grow your career, and feel part of something meaningful.

If you're looking for a place where your ideas matter, where innovation is celebrated, and where you can help shape a brighter financial future, join us at Netwealth.

The opportunity

If you enjoy turning complex data into meaningful insights, have a keen eye for detail and love solving problems, you'll thrive in this role. You'll play a key part in ensuring our finance data, reporting and testing activities are delivered with confidence as we move towards go-live.

This is the kind of role where your work will be highly visible, genuinely valued and critical to the success of a major business transformation.

What you'll be doing

You'll work closely with Finance Process Owners, Workday consultants and project teams to:

• Validate and reconcile finance data across general ledger, accounts payable, accounts receivable, fixed assets and fund accounting.
• Investigate and resolve data issues, ensuring accuracy throughout the migration process.
• Test and validate reporting outputs, identifying gaps and inconsistencies.
• Support user acceptance testing (UAT) by preparing test data and assisting finance users through testing cycles.
• Document finance processes, data definitions and workshop outcomes.
• Help bridge the gap between finance, technology and the broader project team.

About you

You'll bring experience working with finance systems and data, ideally within a Workday Finance environment. You're naturally curious, analytical and enjoy getting into the detail while keeping the bigger picture in mind.

You'll likely have:

• Experience with Workday Finance in corporate or fund accounting environments.
• Strong knowledge of finance data structures and reconciliation processes.
• Experience supporting system implementations or transformation projects.
• Excellent analytical, communication and stakeholder management skills.
• A collaborative approach and the confidence to work independently in a fast-moving environment.

Experience with Workday Prism Analytics, Accounting Centre, ERP testing or wealth management will be highly regarded.

Life At Netwealth

At Netwealth, we believe a fulfilling career is built on growth, balance, and belonging. Our people are our greatest strength, and we’re committed to supporting you at every stage of life because when you thrive, so do we.

We're proud to be recognised as one of Australia's top 5 companies for Career Development (endorsed by WORK180). From further education and diverse training opportunities to strong support for internal mobility. Your career can grow here.

Our flexible hybrid model supports balance, with just 4 days in the office each fortnight. When you’re in, you’ll enjoy working from one of our modern, thoughtfully designed spaces across Australia – including our state-of-the-art Melbourne CBD office. All locations feature contemporary facilities to make your day comfortable, and in Melbourne, you’ll also enjoy perks like end-of-trip amenities and daily breakfast to make your commute easier.

We offer benefits designed for your wellbeing and personal development, including;

• Family-friendly support: Paid parental leave and a fully funded school holiday program
• Wellness perks: CU Health (virtual healthcare), income protection, flu shots, wellness weeks, retail discounts and financial wellbeing services
• A vibrant culture: social events, trivia nights, and corporate sports
• Employee Resource Groups: LGBTQIA+, DAWN (Development and Accelerating Women at Netwealth), Culture Group and Carers Group
• Community Impact: Paid volunteering and our Netwealth Impact Group

We're proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work. It's one of our core values. We're committed to equity and inclusion through our gender equality, disability, LGBTQIA+, wellbeing and cultural initiatives. And we're certified by WORK180, Family Friendly Workplaces and Great Places to Work.

If you're excited by the opportunity but don't meet every requirements, we still encourage you to apply. Research shows people often hesitate unless they tick every box. We value potential and passion just as much.

Need adjustments during the recruitment process? Contact us at talent@netwealth.com.au

Apply now and help us shape a brighter financial future!