Senior Financial Systems Analyst - Workday

Are you looking to make an impactful difference in your work, yourself, and your community? Why settle for just a job when you can land a career? At ICW Group, we are hiring team members who are ready to use their skills, curiosity, and drive to be part of our  journey as we strive to transform the insurance  carrier space. We're proud to be in business for over 50 years, and its change agents like yourself that will help us continue to deliver our mission to create the best insurance experience possible.

Headquartered in San Diego with regional offices located throughout the United States, ICW Group has been named for ten consecutive years as a Top 50 performing P&C organization offering the stability of a large, profitable and growing company combined with a focus on all things people. It's our team members who make us an employer of choice and the vibrant company we are today. We strive to make both our  internal and external communities better everyday! Learn more about why you want to be here!

PURPOSE OF THE JOB

The Senior Financial Systems Analyst - Workday leads the administration, configuration, maintenance, and enhancement of our Workday Financials modules. This role requires deep expertise in Workday Financials to lead the configuration and optimization in Workday to enable advanced reporting, analytics, business process and integrations. This role will serve as a key partner to Finance, Accounting and IT teams, to ensure that the Workday is leveraged effectively to support financial operations, reporting and compliance.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Collaborate with Finance and Accounting teams to understand business needs and translate them into system requirements.

• Manage system upgrades, integrations, and data migrations with minimal disruption to business operations.

• Develop and maintain documentation for system processes, configurations, and user guides.

• Provide training and support to end-users, ensuring effective use of financial systems.

• Monitor system performance and troubleshoot issues, coordinating with IT and vendors as needed.

• Ensure data integrity, security, and compliance with internal controls and regulatory requirements.

• Analyze financial data and system outputs to identify trends, anomalies, and opportunities for improvement.

• Participate in cross-functional projects and initiatives to improve financial reporting and operational efficiency.

• Support Workday financials modules, including user setup, data integration, reporting, and system configuration.

• Build and maintain financial models, dashboards, reports, and assumptions in Adaptive Planning to meet evolving business needs.

• Support annual budgeting, quarterly forecasting, and long-range planning processes through system setup, data uploads, and template/report creation.

• Function as a subject matter expert and provide guidance and support to team members and stakeholders.

• Identify Workday and technology opportunities and challenges and analyze impact of updates.

• Provide support in User Acceptance Testing (UAT) during new module implementation or enhancements to ensure system configuration accuracy and functionality.

• Assist team members in evaluating Workday configuration options and provide guidance on building interfaces/integrations with other Finance and corporate systems.

• Serve as the systems expert in Office Connect and the reporting expert to help build and manage all financial reports and dashboards.

• Act as a liaison between WD Adaptive and WD financial. Ensure all updates are in sync for both systems and implement best practices between systems.

• Stay current with Workday releases, trends, industry best practices, and proactively identify opportunities for system optimization.

SUPERVISORY RESPONSIBILITIES

This role does not have supervisory responsibilities.

Qualifications

• Bachelor’s degree in Finance, Accounting, Information Systems or related field; Master’s degree or CPA/CFA is a plus.

• 5+ years of experience in financial systems analysis, with at least 3 years specializing in Workday Financials with hands-on configuration experience in areas such as core financials, expense, and/or Adaptive planning.

• Strong understanding of financial processe