Similar Jobs
Workday Finance Lead
Pan-American Life Insurance Group (PALIG)
Location: US Remote | Hybrid Work Opportunities Available
About the Role:
Join Pan-American Life Insurance Group (PALIG) as a Workday Finance Lead and play a critical role in shaping our financial systems strategy. In this role, you will lead the functional Workday Finance ecosystem, provide strategic guidance to business partners, and oversee day-to-day production support and platform optimization. This position combines hands-on Workday Financials configuration expertise with oversight of a high-performing team supporting Accounting, Finance, Procurement, and related functions.
Key responsibilities will include:
- Maintaining translation tables for integrations
- Managing foreign exchange rate rules for remeasurement and translation
- Assisting finance in creating EIBs
- Updating validation rules
- Monitoring data quality in the ledger and assist in data cleanup
- Maintaining elimination rules
- Updating equity pickup rules
- Rolling forward year-end balances
- Maintaining worktag types for beginning balance journals
- Utilizing Accounting Center edit functionality to clear errors from integrated files
- Serving as Workday FIN subject matter expert for business user questions and requests
Essential Functions:
Governance
- Establish governance frameworks for prioritization, release planning, escalation workflows, and issue resolution
- Support administration and governance of finance-related business processes
- Partner with Accounting, Finance, Procurement, Internal Audit, and IT to align systems with strategies
Production Support Ownership
- Own and manage the Workday Financials production support lifecycle
- Drive root cause analysis and implement corrective actions
- Oversee regression testing for Workday releases
- Coordinate with IT, Integration, Help Desk, and Security teams
Functional Workday Expertise
- Configure, maintain, and optimize Workday Financials modules
- Analyze release notes and determine uptake strategies
- Improve financial processes, workflows, and data accuracy
Cross-Functional Collaboration
- Gather requirements and translate needs into Workday solutions
- Partner on integrations (EIB, Studio, APIs)
- Support internal controls, audit readiness, and SOD design
Training, Development, and Release Management
- Own Workday Finance communications and release management
- Develop and deliver training to the accounting team on Workday Financials modules
- Promote Workday best practices and continuous improvement
- Maintain documentation
Education & Experience:
- Required: Bachelor’s Degree and a minimum of 5+ years of experience in Finance/ERP roles, including 3+ years in Workday Financials with hands-on configuration and troubleshooting. Must have production support ownership experience, strong accounting/financial process knowledge, and excellent communication and problem-solving skills.
- Preferred: Degree in Accounting, change management experience, Workday migration experience, experience leading others, and Workday Pro Certifications.
What We Offer:
- Competitive compensation package (base salary & bonus)
- Comprehensive benefits including medical, dental, 401(k), paid time off, and tuition reimbursement
- Medical and dental coverage available starting the first of the month following 30 days of service
- Hybrid work opportunities
About Us:
Pan-American Life Insurance Group (PALIG) serves the life, accident, and health insurance needs of individuals and businesses across 49 U.S. states, the District of Columbia, Puerto Rico, and the U.S. Virgin Islands through its U.S.-based member companies—Pan-American Life Insurance Company and Pan-American Assurance Company.
At PALIG, our employees are our greatest asset. We value collaboration, trust, and the confidence of our policyholders. Our long-standing commitment to excellence continues to drive our success.
Pan-American Life is an Equal Opportunity Employer and a Drug-Free Workplace.
What you need to know about the San Francisco Tech Scene
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
