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Organizational Methods Analysis Director Jobs (NOW HIRING)

First United Bank

Mortgage FP&A Director

Plano, TX · On-site

As a learning organization, we take pride in offering exciting opportunities for employees to grow ... Position Job TitleMortgage FP&A Director First United's Mortgage division is an end-to-end retail ...

First United Bank

Mortgage FP&A Director

Plano, TX · On-site

As a learning organization, we take pride in offering exciting opportunities for employees to grow ... The Position Job Title Mortgage FP&A Director First United's Mortgage division is an end-to-end ...

M&C Saatchi

... Director to lead stakeholder intelligence, behavioral analysis, and engagement insight efforts ... organizational decision-making. You will guide analytical methodologies, manage and develop ...

Cherokee Federal

Management Analyst III

Washington, DC · On-site

$89K/yr

... Director and personnel, evaluates administrative procedures, coordinates information and travel ... The position also analyzes organizational methods and administrative support systems to improve ...

MABSTOA

Staff Analyst Series

New York, NY · On-site

Senior Director Deadline (if Applicable): Until Filled Compensation OA-REP Staff Analyst I $71,203 ... or methods analysis, operations research, organizational research or program evaluation; in ...

Repario Data LLC

FP&A Director

Overland Park, KS · On-site

Description: Job Summary The Director of Financial Planning & Analysis will own and lead the ... Excellent organizational skills and attention to detail Physical Requirements: * Prolonged periods ...

Netradyne

FP&A Director GTM Finance

San Francisco, CA · Remote

... organization as we scale into the next phase of our growth journey. This is a high-impact, high ... methodologies. * Mastery of SaaS financial models and metrics: ARR, NRR, GRR, CAC, LTV, CAC Payback ...

JBT Marel Corporation

FP&A Director

Sandusky, OH · On-site

Ensure high quality financial performance analysis and quality narratives to gain insight into ... in the organization. * Be a sparring partner to the Division leadership. * Support ad hoc ...

The Restaurant Zone

Be Seen First

FP&A Director

Houston, TX · On-site

$160K - $180K/yr

This is a high visibility role that will partner with leadership and business teams across the organization, with a focus on reporting, budgeting, forecasting and financial analysis. What You'll Do

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FP&A Director (Adaptive Planning)

Indianapolis, IN • On-site

OneAmerica
See more jobs at OneAmericaexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 18 days ago

Key responsibilities

  • Lead the strategy, roadmap, governance, and continuous improvement of enterprise financial planning systems, including Workday Adaptive Planning and Workday Financials integration.

  • Serve as the subject matter expert for FP&A systems and allocation methodologies, partnering with various finance and technology leaders to support financial decision-making.

  • Oversee finance data management, system integrations, and control frameworks to ensure data quality, reconciliation, and audit readiness.

OneAmerica Financial rating

8.4

Company rating: 8.4 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

Job 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.

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