Job Description & Person Specification
Job Title: Finance Specialist (Workday Financials)
Division: Finance
Reports To: As per Beazley’s organisation chart
Key Relationships: Finance Product Owners, Finance Leadership Team, Workday Platform Lead Corporate Functions IT Platform Lead, Corporate Functions Technical Lead.
Job Summary: In this role you will be a member of the Workday Configuration team supporting and enhancing our existing Workday functionality through continuous improvement.
Key Responsibilities:
- Provide support for the delivery of Grow & Transform enhancements across the Workday Financials Roadmap, based on detailed planning with Product Owners, and where necessary, provide Workday subject matter expertise across all modules in Workday Financials.
- Work within a team of Finance systems specialists who are responsible for Workday configuration enhancements, optimisation, new features and functionalities.
- Work with end users and product owners across each Workday pillar to identify and work through cross functional impacts of any post-production changes in Workday.
- Oversee custom reporting, assessment of reporting requests and ownership of the reporting catalogue for Finance.
- Managing Workday ‘Ask an Expert’ requests for Finance.
- Drive the annual functional reviews for Finance as part of the Workday Success Plans subscription.
- Drive the twice a year Feature Release reviews in conjunction with Product Owners to determine which features should form part of Product backlogs for delivery.
- Ensure the Workday ERP solution design is maintained for the areas relating to Workday Financials modules.
- Chair Beazley’s Workday Financials governance forum for changes to the workday data model.
- Involvement in Beazley’s internal Value Realisation Framework and Finance Technical Design Authority.
- Work closely with the relevant internal teams (e.g. Information Security, Financial Controls) to ensure governance is followed in terms of changes applied to Workday's domain and business process security policies within the respective Sandbox and Production environments.
- Provide support from a Finance perspective where other Workday products are being implemented to identify any regression impacts (e.g. Workday HCM or Workday Strategic Sourcing).
- Where required, provide support to help resolve Audit requests.
Role-Specific Competencies
- Experience of working in a Finance team with experience of core financial accounting processes and controls is required.
- Good understanding of financial/reg/stat reporting particularly in the Insurance industry would be highly desirable.
- 3+ years Workday Financials experience in AMS/CVS roles as a Workday implementer and/or Client Support is required.
- Demonstrable experience of being able to troubleshoot complex Workday Financials configuration, data and security support issues and ability to identify the most efficient workarounds to resolve and optimize the business processes and controls within Workday.
- Adaptive Planning experience is essential.
- Experience of using EIBs/Web Services.
- Ability to create Workday Custom Reports, Calculated fields, condition rules, custom objects, custom fields is required.
- Excellent communication and stakeholder management skills and ability to liaise with end users across the business.
- Excellent organization and time management skills needed for prioritization and resolution of assigned support tickets.
- Any PRISM and/or Accounting Centre experience will be highly desirable.
- Any integrations experience related specifically to Workday Financials integrations would be desirable.
Essential Criteria
- Experience as a Qualified Accountant is required.
- Accounting qualifications such as CIMA, ACCA, ACA is required.
- Report Writer certification is required.
- Current or past Workday Financials Core, Foundation Data Model “FDM” and Record to Report “R2R” is required.
Education and Qualifications
- Current or past Procure to Pay “P2P”, Business Assets, Banking and Settlement, PRISM and Accounting Centre certifications are desirable.
Core competencies
Core competencies in addition to those noted as specific requirements for the role and which are considered to be pertinent to the Expense team are as follows:
- Analytical Thinking: Logical analytical approach to rapidly changing data and situations. Considers wider implications across functions and varying scenarios to Beazley.
- Professionalism: Consistently demonstrates integrity, is highly credible, respectful and trustworthy and represents the expense team in a professional manner. Builds and maintains successful working relationships and is seen to go the extra mile.
- Learning and development: Identifies strengths and weaknesses and seeks to improve performance. Recognises and takes responsibility for mistakes and learns from them. Continually seeks self-development opportunities. Regularly engages in self-assessment and gives/receives feedback to enhance personal awareness.
- Adaptability: Effectively manages changing priorities in a dynamic environment. Seeks training opportunities to understand new working methods. Proves resilient in uncertain and difficult situations and adapts approach/plans/style as required.
- Responsibility and Accountability: Assumes full responsibility for the consequences of own behaviour and decisions. Delivers on commitments to clients demonstrating reliability and dependability. Admits mistakes and takes responsibility for correcting them.
- Communicating Effectively: Timely communication of new information to relevant parties. Adapts communication style / form as appropriate to the audience and illustrates an understanding of their experience and needs. Conveys complex information clearly and concisely. Persuades through uncovering shared benefits and outcomes, looking for mutually satisfactory solutions.
- Demonstrating Teamwork: Seeks collaboration as appropriate and shares knowledge/best practise and helps others when asked. Acknowledges when other members of the team are under comparatively increased pressure and volunteers to support them while maintaining responsibility for own tasks. Teaches new team members & coaches others; identifies opportunities for collaboration (NB: definition of team is extended beyond the expense team as appropriate).
- Innovative approach: Independently finds solutions to advanced problems and identifies potential barriers to solutions and provides alternatives. Challenges assumptions and “the way we have always done it”. Embraces change & communicates the benefits of change to others.
General
It is important that within all your interactions both internally and externally you adhere Beazley’s core values - Being Bold, Striving for Better & Doing the Right Thing. We also expect Beazley employees to:
- Comply with Beazley procedures, policies and regulations including the code of conduct.
- Undertake training on Beazley policies and procedures as delivered by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) either directly, via e-learning or the learning management system.
- Display business ethics that uphold the interests of all our customers.
- Ensure all interactions with customers are focused on delivering a fair outcome, including having the right products for their needs.
- Comply with any specific responsibilities necessary for your role as outlined by your line manager, the Culture & People or assurance teams (compliance, risk, internal audit) and ensure you keep up to date with developments in these areas. This may include, amongst others, Beazley’s underwriting control standards, Beazley’s claims control standards, other Beazley standards and customer relationship management.
- Carry out additional responsibilities as individually notified, either through your objectives or through the learning management system. These may include membership of any Beazley committees or working groups.
Personal Specification
We are a flexible and innovative employer offering a friendly, collaborative, diverse and inclusive working environment. We actively encourage and expect applications from all backgrounds. We empower people to choose where to work given the work they need to do. Collaboration in office spaces is important but we do not mandate a set number of days in the office or from home – you decide what works best for you and the role you are in.
