Outreach Manager at a non - profit organization connecting individuals with services. Forge relationships and drive patient acquisition in a community - focused role.
About the role
- Join EXL as a Workday Adaptive Planning Professional, optimizing financial models for budgeting and forecasting. Collaborate across departments ensuring data accuracy and strategic insights.
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.
Requirements
- 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.
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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