Job Description

ManagerEXL/M/1470183


FinanceNoida
Posted On
02 Sep 2025
End Date
17 Oct 2025
Required Experience
8 - 12 Years



Basic Section
Number Of Positions


1


Band


C1


Band Name


Manager


Cost Code


D900371


Campus/Non Campus


-


Employment Type


Permanent


Requisition Type


New


Max CTC


2000000.0000 - 2500000.0000


Complexity Level


Back Office (Complexity Level 4)


Work Type


Work From Office - Fully Working From EXL/ Client Offices


Organisational
Group


Enabling


Sub Group


Finance


Organization


Finance


LOB


Finance


SBU


Financial Planning & Analysis


Country


India


City


Noida


Center


Noida - Centre 59




Skills
Skill


Minimum Qualification


B.COM


BACHELOR'S DEGREE


POST GRADUATE


Certification


No data available



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 o Design, build, and maintain financial models, dashboards, and reports within Workday Adaptive Planning. o Assist with the budgeting, forecasting, and long-range planning processes using Adaptive. o Partner with Finance, Accounting, and Business Unit leaders to translate business requirements into Adaptive solutions. o Ensure accuracy and integrity of financial data by managing integrations with Workday and other systems. o Develop and maintain dimensions, accounts, versions, and levels in Adaptive to support evolving business needs. o Create and optimize workflows, user access, and system configurations to improve efficiency. o Train and support end-users, driving adoption of Adaptive across the organization. o Troubleshoot system issues, identify process improvements, and recommend enhancements. o Stay current on Workday Adaptive Planning best practices and new features to maximize system value.

Monthly Tasks -:

o Run Workday GL Transactional report to monitor daily expenses o Work with Accounting on any reclasses of expenses o Run Trial Balance to reconcile data between Workday and Workday Adaptive (Budget System) o Monitor Daily integrations into Workday adaptive for any failures o Cost Center Maintenance: Create and update any Cost Center requests o Run final reconciliation between Workday and Adaptive once Accounting completed month end close o 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 o Updated MSIGUSA Monthly Results Power Point Presentation o Distribute monthly ad-hoc reports to Department Managers o Any ad-hoc request - run reports for claims audit and specific questions on budgeting Quarterly Tasks o Variance Analysis for Accounting o Work with Accounting on any quarterly accruals Budget / Forecast Tasks o Create Budget input templates and budget guidance o Prepare system (Adaptive) for Budget process o Work with HR on open requisitions and reconcile data between workday and adaptive o Work with Department leads on questions regarding budget process o Review and track Budget submission o Finalize Budget thru reconciliation and updates o Prepare reports for Upper Management reviews

Tasks / Projects-:

o Adaptive - Training/learning the system - Buildout and enhancement for Budget and projections - Report Modeling o Templates for 2025 projections and 2026 - 2029 Budget - Underwriting - Actuary - Reinsurance o Working cross functions to validate data and create reports - IT P&L Project - Accounting streamline budgeting, forecasting, and actuals o Ad-hoc - Actuals/Budget for business requests - Other Miscellaneous

Key Attributes for Success -:

o Analytical mindset with the ability to turn data into actionable insights. o Comfortable working in a dynamic, fast-paced environment. o Strong business acumen with the ability to bridge finance and technology. o Collaborative team player with the ability to lead cross-functional initiatives

Qualifications -:

o Bachelor's degree in Finance, Accounting, Business, or related field. o 2-5+ years of hands-on experience with Workday Adaptive Planning (implementation or administration experience strongly preferred). o Solid understanding of insurance company financial planning, budgeting, and forecasting processes. o Strong knowledge of data modeling, financial reporting, and system integrations. o Advanced proficiency in Excel, data analysis, and financial modeling. o Excellent problem-solving skills and attention to detail. o Strong communication skills to interact with finance teams, business stakeholders, and technical partners.

Skills-:

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 8-12 years of work experience in the technical fields as listed in this JD
Workflow
Workflow Type


Back Office