Acrisure
Senior Analyst, Finance Systems - Workday Adaptive
Acrisure, Chicago, Illinois, United States, 60290
Overview
Job Title: Senior Analyst – Finance Systems (Workday Adaptive Planning) Department: Finance Location: Grand Rapids, MI About Acrisure
A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions. Bringing cutting-edge technology and top-tier human support together, it connects clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services and more. In the last eleven years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in 22 countries. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Job Summary
The Senior Analyst – Finance Systems serves as a key contributor in the administration and enhancement of our financial planning systems, with a primary focus on Workday Adaptive Planning. This role will support enterprise planning and reporting processes and is responsible for designing, implementing, and optimizing scalable forecasting solutions. The ideal candidate will have hands-on experience in Adaptive Planning, including model design, process optimization, and data integration. Responsibilities
Lead the configuration, administration, and development of the Workday Adaptive Planning platform Support the design and maintenance of planning models, including sheets, assumptions, complex formulas, and associated reporting Partner with FP&A and other business teams to identify planning requirements and deliver scalable, data-driven solutions Monitor and manage data integrations between Adaptive and source systems, primarily Workday Support monthly forecasting, annual planning, and long-range planning cycles through enhancements and system updates Analyze existing models and configurations to identify opportunities for improvement and optimization Scope conversion requirements, execute data transformation activities, and support end-user validation activities Develop and maintain self-service reporting models, data visualizations, and dashboards Support Workday and Adaptive Planning data governance processes Stay current on Adaptive Planning features and best practices to continuously improve planning processes Requirements
Strong knowledge of financial planning processes, including budgeting, forecasting, and workforce planning Ability to manage multiple projects with shifting priorities while producing meaningful deliverables and meeting deadlines Strong proficiency in Microsoft Excel and data visualization tools (e.g., Tableau, Power BI, Discovery Boards) Ability to communicate articulately and professionally, and influence others for a desired outcome Excellent problem-solving skills Ability to work cross-functionally with both technical and non-technical stakeholders Self-motivated and able to prioritize daily responsibilities and projects Ability to translate complex data into simple, clear insights for business partners Education/Experience
Bachelor’s degree in finance, accounting, information systems or related field 3+ years of hands-on experience with Workday Adaptive Planning in a systems or functional analyst role supporting driver-based and predictive modeling Experience building and maintaining Adaptive Planning models, including sheets, formulas, and dimensions Experience with data integrations and ETL processes Familiarity with financial statements (P&L, Balance Sheet, Cash Flow) and accounting principles Benefits and Perks
Competitive compensation Generous vacation policy, paid holidays, and paid sick time Medical, Dental, and Vision Insurance (employee-paid) Company-paid Short-Term and Long-Term Disability Insurance Company-paid Group Life insurance Company-paid Employee Assistance Program (EAP) and Calm App subscription Employee-paid Pet Insurance and optional supplemental insurance coverage Vested 401(k) with company match and financial wellness programs Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options Paid maternity leave, paid paternity leave, and fertility benefits Career growth and learning opportunities Compensation
Pay Details: The base compensation range for this position is $94,000 – $128,455. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on factors including skills, experience, qualifications, location, and internal equity. Equal Opportunity
Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran status, or disability status. California residents can learn more about our privacy practices for applicants in the Acrisure California Applicant Privacy Policy at www.Acrisure.com/privacy/caapplicant. To executive search firms and staffing agencies: Acrisure does not accept unsolicited resumes from agencies without a mutual service agreement. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department. Notes: This posting may include information about other roles at Acrisure in the Chicago area. Referrals and example job listings shown here are for informational purposes and are not endorsements of specific openings.
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Job Title: Senior Analyst – Finance Systems (Workday Adaptive Planning) Department: Finance Location: Grand Rapids, MI About Acrisure
A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions. Bringing cutting-edge technology and top-tier human support together, it connects clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services and more. In the last eleven years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in 22 countries. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Job Summary
The Senior Analyst – Finance Systems serves as a key contributor in the administration and enhancement of our financial planning systems, with a primary focus on Workday Adaptive Planning. This role will support enterprise planning and reporting processes and is responsible for designing, implementing, and optimizing scalable forecasting solutions. The ideal candidate will have hands-on experience in Adaptive Planning, including model design, process optimization, and data integration. Responsibilities
Lead the configuration, administration, and development of the Workday Adaptive Planning platform Support the design and maintenance of planning models, including sheets, assumptions, complex formulas, and associated reporting Partner with FP&A and other business teams to identify planning requirements and deliver scalable, data-driven solutions Monitor and manage data integrations between Adaptive and source systems, primarily Workday Support monthly forecasting, annual planning, and long-range planning cycles through enhancements and system updates Analyze existing models and configurations to identify opportunities for improvement and optimization Scope conversion requirements, execute data transformation activities, and support end-user validation activities Develop and maintain self-service reporting models, data visualizations, and dashboards Support Workday and Adaptive Planning data governance processes Stay current on Adaptive Planning features and best practices to continuously improve planning processes Requirements
Strong knowledge of financial planning processes, including budgeting, forecasting, and workforce planning Ability to manage multiple projects with shifting priorities while producing meaningful deliverables and meeting deadlines Strong proficiency in Microsoft Excel and data visualization tools (e.g., Tableau, Power BI, Discovery Boards) Ability to communicate articulately and professionally, and influence others for a desired outcome Excellent problem-solving skills Ability to work cross-functionally with both technical and non-technical stakeholders Self-motivated and able to prioritize daily responsibilities and projects Ability to translate complex data into simple, clear insights for business partners Education/Experience
Bachelor’s degree in finance, accounting, information systems or related field 3+ years of hands-on experience with Workday Adaptive Planning in a systems or functional analyst role supporting driver-based and predictive modeling Experience building and maintaining Adaptive Planning models, including sheets, formulas, and dimensions Experience with data integrations and ETL processes Familiarity with financial statements (P&L, Balance Sheet, Cash Flow) and accounting principles Benefits and Perks
Competitive compensation Generous vacation policy, paid holidays, and paid sick time Medical, Dental, and Vision Insurance (employee-paid) Company-paid Short-Term and Long-Term Disability Insurance Company-paid Group Life insurance Company-paid Employee Assistance Program (EAP) and Calm App subscription Employee-paid Pet Insurance and optional supplemental insurance coverage Vested 401(k) with company match and financial wellness programs Flexible Spending Account (FSA), Health Savings Account (HSA) and commuter benefits options Paid maternity leave, paid paternity leave, and fertility benefits Career growth and learning opportunities Compensation
Pay Details: The base compensation range for this position is $94,000 – $128,455. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on factors including skills, experience, qualifications, location, and internal equity. Equal Opportunity
Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran status, or disability status. California residents can learn more about our privacy practices for applicants in the Acrisure California Applicant Privacy Policy at www.Acrisure.com/privacy/caapplicant. To executive search firms and staffing agencies: Acrisure does not accept unsolicited resumes from agencies without a mutual service agreement. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department. Notes: This posting may include information about other roles at Acrisure in the Chicago area. Referrals and example job listings shown here are for informational purposes and are not endorsements of specific openings.
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