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.
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