Workday Financial Analyst
Penn MutualJob Description:
We are seeking a detail-oriented and proactive Workday Financial Analyst to join our Financial Systems team. This role will support the ongoing configuration, maintenance, and optimization of Workday Financials modules, ensuring seamless system performance and alignment with business needs.
We’re looking for someone who can make an immediate impact by leveraging their hands-on experience with Workday Financials modules. As a key member of the team, you’ll collaborate with cross-functional stakeholders to troubleshoot issues, implement enhancements, and support existing functionality. Your contributions will help drive operational efficiency and enable strategic decision-making through accurate system functionality and reporting.
Essential Functions
Build and maintain functional configuration and features of the Workday Financials application including Core Financials (FDM), Accounting Center, Banking and Settlement, Suppliers, Prism Analytics
Monitor, diagnose and resolve issues with the finance integrations
Collaborate with stakeholders to understand requirements, configure, prototype and test Workday solutions for varying business problems
Optimize use of Workday and associated business processes by proactively identifying areas of opportunity for increased automation and efficiency
Evaluate the latest available features released by Workday to determine benefits to stakeholders
Assist in regression testing for Workday bi-annual update cross functionally across all stakeholders
Provide support and training of Workday Financials as required
Collaborate with stakeholders and Financial Systems team to prioritize and approve Workday change requests to align with finance strategic goals
Complies with all company and site policies and procedures
Remains current in profession and industry trends
Successfully completes regulatory and job training requirements
Performs other duties as assigned
Skills & Abilities
3-5+ years Workday administration experience
Proven experience with Workday Financials (Core Financials, Accounting Center, etc)
Experience with Prism, Workday Studio, Adaptive & Security
Ability to communicate effectively with all levels of employees, departments and outside contacts
Excellent problem-solving and analytical skills
Analytical mindset with attention to detail
Experience in the Insurance industry is a nice to have
Education & Experience
Bachelor's degree in IT, Business, or related field is preferred
3-5+ Years Workday administration, configuration, support, and maintenance for Financials modules required
AI & Digital Enablement
Lead the responsible integration of AI-powered tools to enhance decision-making, automate processes, and improve user experience.
Champion digital fluency by coaching staff and advisors on effective use of collaboration platforms (e.g., Zoom AI, Copilot, SharePoint).
Partner with enterprise technology teams to align on digital strategies, monitor tool effectiveness, and drive continuous improvement.
Base Salary Range: $95,000 - $115,000
For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit www.pennmutual.com.
Penn Mutual is committed to Equal Employment Opportunity (EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.