Lead Assistant Manager

Job Description

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

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