Position Overview We are seeking a highly skilled and knowledgeable Workday Adaptive Planning Professional to join our Finance/FP&A team. The ideal candidate will bring expertise in building and optimizing Workday Adaptive Planning models to support forecasting, budgeting, reporting, and scenario analysis. This individual will play a key role in enhancing our financial planning processes, ensuring data accuracy, and providing strategic insights to business leaders
Key Responsibilities
- Design, build, and maintain financial models, dashboards, and reports within Workday Adaptive Planning.
- Assist with the budgeting, forecasting, and long-range planning processes using Adaptive.
- Partner with Finance, Accounting, and Business Unit leaders to translate business requirements into Adaptive solutions.
- Ensure accuracy and integrity of financial data by managing integrations with Workday and other systems.
- Develop and maintain dimensions, accounts, versions, and levels in Adaptive to support evolving business needs.
- Create and optimize workflows, user access, and system configurations to improve efficiency.
- Train and support end-users, driving adoption of Adaptive across the organization.
- Troubleshoot system issues, identify process improvements, and recommend enhancements.
- Stay current on Workday Adaptive Planning best practices and new features to maximize system value.
Monthly Tasks
- Run Workday GL Transactional report to monitor daily expenses
- Work with Accounting on any reclasses of expenses
- Run Trial Balance to reconcile data between Workday and Workday Adaptive (Budget System)
- Monitor Daily integrations into Workday adaptive for any failures
- Cost Center Maintenance: Create and update any Cost Center requests
- Run final reconciliation between Workday and Adaptive once Accounting completed month end close
- Create Monthly reports: o Expense report by CC o Expense report by Department o Expense report by Entity o YTD Travel Expenses by Department o Product Leader Reports- YTD VS Forecast, Travel detail, and Variance detail o Monthly Direct Expense Act vs Budget / Forecast by Department
- Updated MSIGUSA Monthly Results Power Point Presentation
- Distribute monthly ad-hoc reports to Department Managers
- Any ad-hoc request – run reports for claims audit and specific questions on budgeting
Quarterly Tasks
- Variance Analysis for Accounting
- Work with Accounting on any quarterly accruals Budget / Forecast Tasks
- Create Budget input templates and budget guidance
- Prepare system (Adaptive) for Budget process
- Work with HR on open requisitions and reconcile data between workday and adaptive
- Work with Department leads on questions regarding budget process
- Review and track Budget submission
- Finalize Budget thru reconciliation and updates
- Prepare reports for Upper Management reviews
Tasks / Projects
- Adaptive - Training/learning the system - Buildout and enhancement for Budget and projections - Report Modeling
- Templates for 2025 projections and 2026 - 2029 Budget - Underwriting - Actuary - Reinsurance
- Working cross functions to validate data and create reports - IT→ P&L Project - Accounting → streamline budgeting, forecasting, and actuals
- Ad-hoc - Actuals/Budget for business requests - Other Miscellaneous
Key Attributes for Success
- Analytical mindset with the ability to turn data into actionable insights.
- Comfortable working in a dynamic, fast-paced environment.
- Strong business acumen with the ability to bridge finance and technology.
- Collaborative team player with the ability to lead cross-functional initiatives.
Qualifications
- Bachelor’s degree in Finance, Accounting, Business, or related field.
- 2–5+ years of hands-on experience with Workday Adaptive Planning (implementation or administration experience strongly preferred).
- Solid understanding of insurance company financial planning, budgeting, and forecasting processes.
- Strong knowledge of data modeling, financial reporting, and system integrations.
- Advanced proficiency in Excel, data analysis, and financial modeling.
- Excellent problem-solving skills and attention to detail.
- Strong communication skills to interact with finance teams, business stakeholders, and technical partners.
Technical Skills-
Soft Skills (Minimum)-
Education Requirements
- Advanced skills in MS Office, MS Excel, MS Word
- Accounting System or ERP, Web based applications
- Automation Soft skills (Desired)-
- Excellent oral/written communication skills.
- Excellent organization and time management skills
- Excellent analytical skills and competent at logical reasoning
- Must be a self-starter, detail oriented with the ability to meet deadlines under pressure
- Self-disciplined and result oriented
- Demonstrate attention to detail in a fast-paced work environment – especially during processing
- Ability to multi task
- Ability to work effectively as part of a team
- Commitment and drive for results
- Strong analytical skills
- Ability to understand and question established process guidelines in order to bring about possible process improvements
- Efficiently managing Internal/External stakeholders
Must be a graduate with at least 15 years of formal education in any stream with relevant experience in the technical areas listed on this JD.
B.Com / M.Com / MBA / Bachelor’s Degree in Finance or Accounting is required. Finance & Accounting experience is necessary.
- Work Experience Requirements Minimum 6-8 years of work experience in the technical fields as listed in this JD
