Job Description

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

FP&A Group Reporting- System Administrator/Specialist

Job Title: Senior Associate – FP&A Group Reporting tools & Automation

Location: Pune, MH India

This is an exciting opportunity for an individual with experience in managing Systems, Integrations with some understanding of financial data to join a high performing Global FP&A team operating in a fast growth Global Financial Services organization.

The Global FP&A team is functionally structured with Group Reporting (which includes synergy reporting as well), Revenue, People Cost and Other Expense Reporting and Partnering as the main pillars who also play a major role in stakeholder partnership and management. The Entire Team and each Pillar is led by extremely knowledgeable, experienced, dedicated, and professional leaders.

This role shall be part of the Group Reporting team at Apex, which works closely with the FP&A teams and controls Reporting, systems & Processes. This role would focus on supporting design, development & ongoing maintenance of Workday Adaptive Planning tool which includes managing and maintaining the Adaptive Planning platform, ensuring smooth data integration, collaborating with the internal stakeholders to drive automation and providing support to various FP&A teams. The ideal candidate will have a strong background in financial systems, data management, and reporting, with a focus on budgeting, forecasting, and process optimization and will be a key partner to our finance teams and play a meaningful role in developing long-term innovative solutions as well as helping to drive strategy and initiatives through automation.

Key Responsibilities:

System Administration & Configuration

• Take ownership of day‑to‑day administration of Workday Adaptive Planning, including maintaining configurations, updating system settings, and supporting enhancements as business needs evolve.
• Manage user access, roles, and security structures, ensuring proper governance and periodic reviews.
• Troubleshoot system issues, data discrepancies, and integration errors, resolving problems independently or coordinating with IT and vendor support when needed.

Data Integration & Governance

• Manage recurring data loads and integration between Adaptive Planning, Workday Financials, Workday HCM, and other source systems, ensuring accuracy, completeness, and timely updates.
• Monitor integration performance, identify root causes of failures, and recommend improvements to strengthen data flow and reliability.
• Support the development and maintenance of data governance standards, documentation, and best practices to ensure data integrity across planning processes.

Financial Planning & Modeling

• Maintain and enhance financial models, including revenue, expense, workforce, and operational models used for budgeting and forecasting.
• Manage business rules, calculations, allocations, and data repositories within Adaptive to support annual budgets, rolling forecasts, and operational planning cycles.
• Support the month‑end close process by preparing data, validating results, and ensuring reporting accuracy.
• Partner with Budget Owners to address inquiries, provide insights, and help them navigate reports and planning tools.

Reporting, Dashboards & Analytics

• Build, customize, and maintain reports and dashboards to meet evolving business needs, ensuring stakeholders have timely and actionable insights.
• Maintain KPI dashboards (e.g., headcount, volume, leasing, work orders, rewards) and ensure alignment with operational and financial metrics.
• Ensure all reporting output remains accurate, standardized, and compliant with company guidelines.

Process Improvement & Documentation

• Analyze business requirements and translate them into effective system configurations, process improvements, or reporting enhancements.
• Update and maintain Standard Operating Procedures (SOPs), training materials, and user documentation to reflect system changes and best practices.
• Design and refine process flows for Finance and Operations teams to streamline workflows and improve efficiency.

Cross‑Functional Collaboration & Support

• Serve as a key point of contact for Finance, Operations, and IT teams regarding Adaptive Planning processes, integrations, and reporting needs.
• Participate in planning cycle preparation, system testing, and enhancement initiatives.
• Provide training and support to end users, helping them adopt new features, reports, and processes.

Continuous Learning & Growth

• Proactively identify opportunities to optimize system performance, improve data quality, and enhance the planning experience for stakeholders.
• Keeping the team honest by understanding the impact of changes or upgrades to the adaptive planning environment from Workday & constantly upskilling to meet ongoing business needs.

Potential Candidates should be someone with

• Hands‑on experience with Workday Adaptive Planning or a similar FP&A platform, with the ability to manage core planning activities confidently.
• Basic understanding of budgeting, forecasting, and financial planning processes, with the ability to convert data into meaningful insights.
• Proficiency in Microsoft Excel, including working with financial data, models, and complex reporting structures.
• Experience in developing financial models, conducting P&L analysis, and creating KPI‑based dashboards to support business decision‑making will be an advantage
• Working knowledge of SQL and familiarity with BI tools such as Power BI or Tableau for enhanced analysis and reporting would be an added advantage.
• Exposure to data integrations, with the ability to troubleshoot issues and ensure data accuracy across systems.
• High attention to detail, with the ability to work independently, manage priorities, and deliver quality output within timelines.
• Strong communication and stakeholder‑management skills, with the ability to collaborate effectively across Finance the finance function
• A proactive, solution‑oriented mindset, with a natural inclination to explore new tools, improve processes, and contribute to continuous improvement initiatives.

What you get in return:

• A high level of visibility within a large Organisation which is on an upward trajectory
• Be part of a dynamic and fast-paced team that makes a visible contribution to Management decision making and deliver a tangible impact on the business.
• Exposure to all aspects of the business, cross-jurisdiction and to working with a broad range of internal stakeholders.
• Opportunity to work with a diverse, agile and global finance and management teams.

Additional information:

We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependents, physical or mental disability. Any hiring decisions are made based on skills, qualifications and experience. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society, and the planet.

For more information on our commitment to Corporate Social Responsibility (CSR) please visit https://theapexgroup.com/csr-policy

Disclaimer Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.