Finance Specialist (Workday Financials)
Division: Finance
Reports To: As per Beazley’s organization chart
Key Relationships: Finance Product Owners, Finance Leadership Team, Workday Platform Lead, Corporate Functions IT Platform Lead, Corporate Functions Technical Lead.
Job Summary
Member of the Workday Configuration team supporting and enhancing existing Workday functionality through continuous improvement.
Key Responsibilities
* Provide support for the delivery of Grow & Transform enhancements across the Workday Financials Roadmap.
* Work within a team of Finance systems specialists responsible for Workday configuration enhancements, optimisation, new features and functionalities.
* Work with end users and product owners 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.
* Manage 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 with Product Owners to determine which features should enter product backlogs.
* 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.
* Participate in Beazley’s internal Value Realisation Framework and Finance Technical Design Authority.
* Work closely with internal teams (e.g., Information Security, Financial Controls) to ensure governance for changes applied within Sandbox and Production environments.
* Provide Finance‑perspective support where other Workday products are implemented to identify regression impacts.
* Support resolution of audit requests when required.
Role‑Specific Competencies
* Experience in a Finance team with core financial accounting processes and controls.
* Good understanding of financial/revenue/statistical reporting, especially in the insurance industry.
* 3+ years Workday Financials experience in AMS/CVS roles as an implementer and/or client support.
* Demonstrated ability to troubleshoot complex Workday Financials configuration, data and security issues and identify efficient workarounds.
* Adaptive Planning experience is essential.
* Experience using EIBs/Web Services.
* Ability to create Workday custom reports, calculated fields, condition rules, custom objects and custom fields.
* Excellent communication and stakeholder‑management skills.
* Strong organisation and time‑management for prioritising and resolving support tickets.
* PRISM and/or Accounting Centre experience desirable.
* Specific Workday Financials integration experience desirable.
Essential Criteria
* Qualified Accountant with qualifications such as CIMA, ACCA, ACA.
* Report Writer certification.
* Current or past Workday Financials Core, Foundation Data Model (FDM) and Record‑to‑Report (R2R).
Education and Qualifications
* Procure to Pay (P2P), Business Assets, Banking and Settlement, PRISM, and Accounting Centre certifications desirable.
Core Competencies
* Analytical Thinking – logical approach to rapidly changing data and scenarios.
* Professionalism – integrity, credibility, trustworthiness, and professionalism.
* Learning and Development – seeks self‑development, accepts feedback, improves performance.
* Adaptability – manages changing priorities in a dynamic environment.
* Responsibility and Accountability – owns decisions, delivers commitments.
* Communicating Effectively – timely, clear communication tailored to audience.
* Teamwork – collaborates, shares knowledge, supports others.
* Innovative Approach – finds solutions, challenges assumptions, embraces change.
General
* Comply with Beazley procedures, policies and regulations, including the code of conduct.
* Complete required training on Beazley policies and procedures.
* Display business ethics that uphold customers’ interests.
* Ensure customer interactions focus on fair outcomes and appropriate products.
* Keep up to date with relevant compliance, risk, and internal audit responsibilities.
* Carry out additional responsibilities as notified through objectives or the learning management system.
Personal Specification
Flexible and innovative employer offering a friendly, collaborative, diverse and inclusive working environment. Encourages applications from all backgrounds and allows employees to choose where they work.
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