Planning Expert

2 days ago


Nellore, Andhra Pradesh, India beBeeFinancial Full time ₹ 10,00,000 - ₹ 15,00,000
Financial Planning Expert

We are seeking a highly motivated and detail-oriented professional to join our Finance team as a Financial Planning Expert. The role will primarily focus on supporting migration activities, process improvements, and system-related initiatives with Workday, ensuring smooth transitions and accurate reporting.

Key Responsibilities:
  • Upload insurance-related journals into the system on a monthly basis.
  • Support migration of opening balances into Workday for global entities.
  • Assist in developing reconciliation processes for improved reporting and controls.
  • Create process flow maps for transition from current to future state.
  • Provide analytical support for controls and custom validations in Workday.
  • Handle ad-hoc tasks as required.
Qualifications & Skills:
  • Bachelor's degree in Accounting or Finance.
  • 3–5 years of relevant work experience.
  • Strong Excel skills (pivot tables, lookups, formulas).
  • Familiarity with ERP/finance systems (Workday preferred).
  • Excellent communication skills and strong analytical ability.
  • Knowledge of Insurance Accounting is an added advantage.
About Us:

Our purpose is clear: We use analytics to create lasting value for finance and society.

We are guided by our core values — Learn Stay Ahead, Deliver Wow, Creative Bold, Support Listen, and Holistic Responsible — ensuring every employee grows, innovates, and contributes to meaningful impact.



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