Workday Adaptive Planning Manager

Overview

This role supports organizations that have selected Workday Adaptive Planning as their Enterprise Performance Management (EPM) solution. You will join a team that implements, supports, and helps clients use Workday Adaptive Planning to improve financial reporting, planning, and forecasting processes.

Responsibilities

• Lead Workday Adaptive Planning implementation projects from discovery through deployment, ensuring successful delivery within scope, timeline, and budget
• Facilitate client working sessions to understand business processes, planning requirements, reporting needs, and key performance metrics
• Manage Workday Adaptive Planning implementation and optimization engagements as the solution lead, 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 integration design, configuration, and implementation 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 that reduce manual effort and improve financial insight
• Manage project risks, issues, resource assignments, and client expectations throughout the engagement lifecycle
• Review project deliverables to ensure quality, consistency, and adherence to implementation standards
• Serve as the primary day-to-day contact for client project stakeholders and build trusted advisor relationships
• Mentor, coach, and provide technical guidance to support professional development
• Support business development by participating in client proposals, solution demonstrations, scoping discussions, and thought leadership activities
• Contribute to 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

Requirements

• 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; 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 demonstrate and present Workday Adaptive Planning solutions to prospective and existing clients preferred
• Strong analytical, problem-solving, and organizational skills
• Excellent written and verbal communication skills
• Ability to communicate technical concepts to both technical and business audiences
• 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
• Experience managing multiple project workstreams, project budgets, and client relationships simultaneously
• Experience with process improvement and root cause analysis

Compensation & Benefits

• Not specified in the provided job description.

Location

• Work location status and requirements should be discussed with the employer’s talent acquisition professional.