Workday Adaptive Planning Manager

Overview

This role supports organizations using Workday Adaptive Planning as their Enterprise Performance Management (EPM) solution. The Workday Adaptive Planning Manager will help implement, support, and use Workday Adaptive Planning to improve clients’ financial reporting, planning, and forecasting processes. Work spans a variety of project types and cross-functional roles.

Responsibilities

• Lead Workday Adaptive Planning implementation projects from discovery through deployment, ensuring delivery within scope, timeline, and budget.
• Facilitate client working sessions to understand business processes, planning requirements, reporting needs, and key performance metrics.
• Serve as solution lead for Workday Adaptive Planning implementation and optimization engagements, providing guidance on model design, security, reporting frameworks, workforce planning, scenario planning, and implementation best practices.
• Design, configure, test, and optimize Workday Adaptive Planning models, including sheets, versions, dimensions, security, reporting, dashboards, OfficeConnect, and scenario planning.
• Oversee integrations between Workday Adaptive Planning and ERP, HRIS, CRM, and other enterprise applications.
• Lead the design, configuration, and implementation of integrations using JavaScript, SQL, APIs, JDBC, and other integration platforms to incorporate data from ERP and source systems into Workday Adaptive Planning.
• Identify opportunities for process improvements and reporting efficiencies to reduce manual effort and improve financial insight.
• Manage project risks, issues, resource assignments, and client expectations throughout the engagement lifecycle.
• Review project deliverables for quality, consistency, and adherence to implementation standards.
• Act as the primary day-to-day contact for client project stakeholders and build trusted advisor relationships.
• Mentor, coach, and provide technical guidance to support consultants’ professional development.
• Support business development activities, including client proposals, solution demonstrations, scoping discussions, and thought leadership.
• Contribute to the development of implementation methodologies, reusable assets, and practice best practices.
• Stay current on Workday Adaptive Planning product enhancements and emerging trends in financial planning and enterprise performance management.

Qualifications

• Bachelor’s degree required; major in accounting, finance, information systems, business analytics, or related field preferred.
• Minimum of 5 years of experience in Enterprise Performance Management (EPM), Financial Planning & Analysis (FP&A), financial systems, or consulting required.
• Minimum of 4 years of Workday Adaptive Planning implementation experience.
• Experience leading multiple end-to-end Workday Adaptive Planning implementations.
• Experience in JavaScript and SQL, with the ability to understand, troubleshoot, and support data integrations and system configurations.
• Strong knowledge of Workday Adaptive Planning model design, integrations, administration, reporting, dashboards, OfficeConnect, security, and scenario planning preferred.
• Experience integrating Workday Adaptive Planning with ERP and other financial systems.
• Strong understanding of financial reporting, budgeting, forecasting, workforce planning, and financial data flows.
• Ability to communicate technical concepts to both technical and business audiences.
• Strong analytical, problem-solving, and organizational skills.
• Excellent written and verbal communication skills.
• Ability to demonstrate and present Workday Adaptive Planning solutions to prospective and existing clients preferred.
• Experience managing multiple project workstreams, project budgets, and client relationships simultaneously.
• Experience with process improvement and root cause analysis preferred.
• Proficiency with Microsoft Office.
• Ability to travel as needed, approximately 20%.

Preferred Qualifications

• Minimum of 5 years of corporate financial accounting experience.
• Minimum of 2 years of corporate financial planning and analysis experience.
• Consulting experience.

Location

Please discuss work location status with your talent acquisition professional to understand the requirements for an opportunity you are exploring.