Workday Adaptive Planning Manager

Overview

This role supports organizations that have selected Workday Adaptive Planning as their Enterprise Performance Management (EPM) solution. The Workday Adaptive Planning Manager will execute implementations, support, and usage of Workday Adaptive Planning to help clients improve financial reporting, planning, and forecasting processes. Work spans a variety of project types and responsibilities.

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
• Serve as the solution lead for Workday Adaptive Planning implementation and optimization engagements, providing guidance on:
  • Model design, security, reporting frameworks
  • Workforce planning and scenario planning
  • 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
• Provide technical guidance and support to project teams to ensure integration solutions align with client requirements and implementation best practices
• Identify opportunities to improve processes and reporting efficiencies to reduce manual effort and strengthen 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 throughout the engagement
• Mentor, coach, and provide technical guidance while supporting professional development
• Support business development by participating in client proposals, solution demonstrations, scoping discussions, and thought leadership activities
• Contribute to the continued 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

Role Summary

Leads client engagements and delivery teams to ensure successful project execution, client satisfaction, and consultant development. Oversees the work of project team members and serves as a trusted member of the project team.

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; ability to understand, troubleshoot, and support data integrations and system configurations
• Experience managing multiple project workstreams, project budgets, and client relationships simultaneously
• 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
• Excellent written and verbal communication skills
• Strong analytical, problem-solving, and organizational skills
• 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 with process improvement and root cause analysis
• Ability to demonstrate and present Workday Adaptive Planning solutions to prospective and existing clients

Compensation & Benefits

Not specified in the provided job description.

Location

Work location status should be discussed with the employer’s talent acquisition professional to understand the requirements for the opportunity being explored.