Job Summary

Individual contributor with expertise within a domain of insurance and cloud based financial systems (such as Workday, Adaptive Insights, and T-Recs) associated with finance, actuarial, or corporate processing and reporting applications. Under technical direction, provides on-going support for financial systems configuration changes in various functional areas, including but not limited to:  account reconciliations, security configuration, Adaptive integrations and report development.  Provides expertise on financial system related configuration changes by ensuring impacts are fully assessed and documented. Builds and maintains a positive customer experience by interacting with our business partners to understand requests, business problems, and provide solutions. Initiates/drives process improvements within the team.

Essential Duties & Responsibilities

Performs a combination of duties in accordance with departmental guidelines:

1. Analyzes, documents requirements for and executes on deployment of new enhancements and/or configuration changes supporting automated reconciliations, account certifications, Adaptive integrations, security and report configurations.
2. Collaborates with management, technical staff and subject matter advisors to understand business needs/issues, troubleshoot problems, conduct root cause analysis and develop cost effective resolutions for system and data anomalies.
3. Ensures data integrity by developing and executing necessary processes and controls around the flow of data.
4. Verifies accuracy of new/changed configurations. Test changes prior to deployment as appropriate and follow the SOX process to document changes before and after deployment.
5. Utilizes technology to analyze data and/or metrics from applicable systems to review data processes, identify issues, and determine actions to resolve or escalate problems that require data, system or process improvements.
6. Performs financial data related research and root cause analysis activities, provides correction specifications, and escalates issues as appropriate.
7. Provides input to data architecture discussions and decisions on request.

May perform additional duties as assigned.

Reporting Relationship

Typically Reports to Director

Skills, Knowledge & Abilities

1. Proficiency with financial systems such as Workday, Adaptive Insights, and T-Recs.
2. Strong analytical and problem solving skills with the ability to effectively resolve moderately complex situations and issues
3. Solid and developing understanding of Workday’s architecture and core functions such as business process configuration, security configuration, custom report building,  Workday Prism Analytics, Discovery Boards, Worksheets and different types of Workday integration systems (EIB, connector, studio)
4. Strong communication, interpersonal and presentation skills to work effectively among all levels of internal/external partners/customers.
5. Ability to multi-task in a fast-paced dynamic workforce.
6. Ability to work independently as well as in a team environment.
7. Skillful at learning new system applications/functions.
8. Embraces, and readily adapts to, change.

Education & Experience

1. Bachelor’s degree in Business Administration, Accounting, Finance, Information Technology or equivalent work experience
2. Typically a minimum of three to five years of experience in accounting or in supporting Financial systems and financial data, as required by position.
3. Project management related experience a plus.
4. Computing skills including, but not limited to: Workday, Alteryx, MS Office Suite, SQL.
5. One or more financial systems, insurance or functional certifications such as AIC, CPCU, Workday financials certified, or CPA helpful but not required.

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