Workday Financials Product Lead

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 Workday Financials Product Lead supports the administration, configuration, maintenance, and enhancement of our Workday Financials modules. This role is responsible for supporting and configuring changes in Workday, advanced reporting, analytics, business process and integrations. This role will collaborate with cross-functional teams to ensure that the Workday system aligns with Finance and business processes.

ESSENTIAL DUTIES AND RESPONSIBILITIES

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

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

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

• Continuously evaluates and improves processes and procedures to increase efficiency and effectiveness.

• Functions as a subject matter expert and provides guidance and support to team members and stakeholders.

• Proactively identifies process improvement opportunities and implements changes to optimize financial operations.

• Assists with training and development of team members to enhance their skills and knowledge.

• Identifies Workday and technology opportunities and challenges and analyzes impact of updates.

• Proposes and designs appropriate Workday and related technology solutions.

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

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

• Performs daily administrative and production support tasks as required.

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

• Acts as a liaison between WD Adaptive and WD financial. Ensures all updates are in sync for both systems and implements best practices between systems.

• Builds and maintains training guides for all Workday related products and technology.

• Works with IT to troubleshoot and resolve application and integration related incidents and problems.

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

SUPERVISORY RESPONSIBILITIES

This role does not have supervisory responsibilities.

EDUCATION AND EXPERIENCE

• Bachelor’s degree in Information Technology, Finance, Business Administration or related field, or equivalent experience is required.

• Minimum 2+ years’ experience working with Workday Financials with hands-on configuration experience in areas such as core financials, expense, and/or Adaptive planning.

• Demonstrated experience in creating calculated fields for reports and system configuration.

• Experience with providing user support and training is a plus.

CERTIFICATES, LICENSES, REGISTRA