FP&A Director (Adaptive Planning)

OneAmerica Financial Partners, Inc; Indianapolis (IN); Hybrid; USD 140,000 - 200,000; Full time

Benefits offered by this job

Medical & prescription

Dental & vision

Health Savings Account

Flexible Spending Accounts

Paid Time Off

Parental leave 10 weeks

401(k) Plan with company match

Pension Plan

Life & disability insurance

Wellness Program

Employee Assistance Program

Clinic access

Job summary

OneAmerica Financial Partners, Inc in Indianapolis is seeking a Director of FP&A Systems to lead strategy, roadmap, and governance for enterprise planning platforms, with emphasis on Workday Adaptive Planning and Workday Financials.

You will partner with finance, technology, treasury, and business leaders to ensure scalable solutions, accurate forecasting, robust reporting, and effective expense allocation.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, Economics, or related field.
• MBA, CPA, CFA, FPAC, Workday Adaptive Planning certification, Workday Financials experience, or other finance systems / EPM-related certification preferred.
• 8 to 12 years of experience in FP&A, financial planning systems, enterprise performance management, finance transformation, accounting, financial reporting, or related finance technology roles.
• Demonstrated experience with Workday Adaptive Planning, Workday Financials, or comparable EPM / ERP planning platforms.
• Experience leading complex cross-functional projects, system enhancements, planning process improvements, reporting transformations, or finance technology implementations.
• Experience developing or governing financial models, planning structures, allocation methodologies, dimensions, dashboards, management reports, and planning process controls.
• Experience influencing senior stakeholders and leading others through complex business, financial, process, or systems issues without relying on direct reporting authority.
• Financial services or insurance industry experience preferred.

Responsibilities

• Own the enterprise FP&A systems strategy and multi-year roadmap, including Workday Adaptive Planning, Workday Financials integrations, reporting, dashboards, expense allocations, forecasting, and planning enablement capabilities.
• Serve as the senior functional owner and subject matter expert for Workday Adaptive Planning, providing governance over system architecture, models, dimensions, reporting, security, data structures, release management, and user adoption to ensure scalable, controlled, and effective planning solutions.
• Lead governance and oversight of enterprise expense allocation methodologies, allocation models, service agreement impacts, and related financial reporting, partnering with Accounting, Actuarial, Tax, FP&A, and business leaders to evaluate changes, ensure compliance, and support auditability.
• Enable and continuously improve annual planning, forecasting, long-range planning, management reporting, KPI dashboards, scenario modeling, and financial analytics by leveraging technology, automation, and best practices to enhance decision-making and operational efficiency.
• Oversee finance data management, integrations, and control frameworks across Workday Financials, Adaptive Planning, reporting tools, and related systems, ensuring data quality, reconciliation, governance, consistency, and audit readiness.
• Drive finance transformation initiatives by identifying and implementing opportunities to streamline processes, enhance reporting capabilities, expand automation, and leverage advanced planning, analytics, workflow, and AI-enabled technologies.
• Partner with Finance, Technology, Treasury, Accounting, Actuarial, and business leaders to translate business requirements into system enhancements, influence adoption of governance standards and best practices, and provide expert consultation on planning systems, allocations, reporting, and financial performance management.
• Lead and support cross-functional initiatives, system implementations, M&A activities, special projects, training, documentation, and governance programs while staying current on industry trends and emerging practices in FP&A systems, enterprise performance management, and financial technology.

Skills

Workday Adaptive Planning

Workday Financials

Forecasting

Budgeting

Financial Modeling

Data Governance

Stakeholder Management

Cross-functional Leadership

Workday

ERP systems

Education

Bachelor's degree in Finance/Accounting/Business

MBA or CPA/FPAC/Workday certification preferred

Tools

Workday

ERP systems

Job description

Indianapolis Tower
Indianapolis, IN 46282, USA

Description

At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship. We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together. Come be a part of this journey with us as we champion lives!

The FP&A Director is responsible for leading the strategy, roadmap, governance, and continuous improvement of enterprise financial planning systems, with primary focus on Workday Adaptive Planning, Workday Financials integration, expense allocations, management reporting, planning, forecasting, and related analytics capabilities.

This role serves as the enterprise subject matter expert for FP&A systems and allocation methodologies, partnering closely with FP&A, Accounting, Actuarial, Treasury, Technology, and business finance leaders to ensure planning platforms and processes support timely, accurate, and actionable financial decision-making. The role requires specialized depth and breadth of expertise in financial planning systems, enterprise planning processes, expense allocation methodologies, data governance, and financial reporting.

The FP&A Systems Director leads complex cross-functional initiatives, develops best practices, influences senior stakeholders, and drives scalable solutions that improve forecasting, planning, reporting, allocation transparency, and finance technology enablement across the enterprise. This role operates independently, with guidance only in the most complex situations, and leads functional teams or projects with moderate complexity, risk, and enterprise impact, consistent with the P4 Specialist career level.

What you will do:

• Own the enterprise FP&A systems strategy and multi-year roadmap, including Workday Adaptive Planning, Workday Financials integrations, reporting, dashboards, expense allocations, forecasting, and planning enablement capabilities.
• Serve as the senior functional owner and subject matter expert for Workday Adaptive Planning, providing governance over system architecture, models, dimensions, reporting, security, data structures, release management, and user adoption to ensure scalable, controlled, and effective planning solutions.
• Lead governance and oversight of enterprise expense allocation methodologies, allocation models, service agreement impacts, and related financial reporting, partnering with Accounting, Actuarial, Tax, FP&A, and business leaders to evaluate changes, ensure compliance, and support auditability.
• Enable and continuously improve annual planning, forecasting, long-range planning, management reporting, KPI dashboards, scenario modeling, and financial analytics by leveraging technology, automation, and best practices to enhance decision-making and operational efficiency.
• Oversee finance data management, integrations, and control frameworks across Workday Financials, Adaptive Planning, reporting tools, and related systems, ensuring data quality, reconciliation, governance, consistency, and audit readiness.
• Drive finance transformation initiatives by identifying and implementing opportunities to streamline processes, enhance reporting capabilities, expand automation, and leverage advanced planning, analytics, workflow, and AI-enabled technologies.
• Partner with Finance, Technology, Treasury, Accounting, Actuarial, and business leaders to translate business requirements into system enhancements, influence adoption of governance standards and best practices, and provide expert consultation on planning systems, allocations, reporting, and financial performance management.
• Lead and support cross-functional initiatives, system implementations, M&A activities, special projects, training, documentation, and governance programs while staying current on industry trends and emerging practices in FP&A systems, enterprise performance management, and financial technology.

What you will need:

• Bachelor’s degree in Finance, Accounting, Business, Economics, or related field.
  • MBA, CPA, CFA, FPAC, Workday Adaptive Planning certification, Workday Financials experience, or other finance systems / EPM-related certification preferred.
• 8 to 12 years of experience in FP&A, financial planning systems, enterprise performance management, finance transformation, accounting, financial reporting, or related finance technology roles.
• Demonstrated experience with Workday Adaptive Planning, Workday Financials, or comparable EPM / ERP planning platforms.
• Experience leading complex cross-functional projects, system enhancements, planning process improvements, reporting transformations, or finance technology
  implementations.
• Experience developing or governing financial models, planning structures, allocation methodologies, dimensions, dashboards, management reports, and planning process controls.
• Experience influencing senior stakeholders and leading others through complex business, financial, process, or systems issues without relying on direct reporting
  authority.
• Financial services or insurance industry experience preferred.

Salary Band: 7B

#LI-SH1

This selected candidate will be expected to work hybrid in Indianapolis, IN. The candidate will also be expected to physically return to the office in CA, IN or ME as business needs dictate or for team building and collaboration.

• Medical & prescription, dental, vision insurance
• Health Savings Account & Flexible Spending Accounts
• Paid Time Off
• 10 weeks 100% paid parental leave (after completing 12 months of employment)
• 401(k) Plan with company match
• Pension Plan
• Company paid life & disability insurance
• Wellness Program & Company paid employee assistance program
• Clinic access subject to location* (*Indianapolis, Charlotte, Cincinnati)

If you are offered and accept this position, please be advised that OneAmerica Financial does not have any offices located in the State of New York and OneAmerica Financial associates are not permitted to work remotely in the State of New York.

Selected employees must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship.

Disclaimer: American United Life Insurance Company (“OneAmerica Financial”) is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee based on race, color, religion, creed, national origin or ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally recognized protected basis under federal, state, or local law.

For all positions:

Because this position is regulated by the Violent Crime Control and Law Enforcement Act, if an offer is made, applicants must undergo mandated background checks as a condition of employment. Such background checks include criminal history. A conviction is not necessarily an absolute bar to employment. Consistent with applicable regulatory guidelines and law, factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered.

To learn more about our products, services, and the companies of OneAmerica Financial, visit oneamerica.com/companies.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.