Lead Assistant Manager

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-

• 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
    Soft Skills (Minimum)-
    • Efficiently managing Internal/External stakeholders
      Education Requirements
      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