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 leads and executes engagements that implement, support, and use Workday Adaptive Planning to improve clients’ financial reporting, planning, and forecasting processes. Work spans a variety of projects and 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
• Manage Workday Adaptive Planning implementation and optimization engagements as the solution lead, providing guidance on:
  • Model design
  • Security
  • Reporting frameworks
  • Workforce planning
  • Scenario planning
  • Implementation best practices
• Design, configure, test, and optimize Workday Adaptive Planning models, including:
  • Sheets, versions, dimensions, security, reporting, dashboards
  • OfficeConnect
  • 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 a variety of 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 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 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 while ensuring successful project execution, client satisfaction, and consultant development
• Serves as a trusted project team member and oversees the work of project team members

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
• Minimum of 5 years of corporate financial accounting experience preferred
• Minimum of 2 years of corporate financial planning and analysis experience preferred
• Consulting experience preferred
• 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 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
• Experience with process improvement and root cause analysis preferred
• Proficiency with Microsoft Office
• Ability to travel as needed, approximately 20%

Compensation & Benefits

Not specified in the provided job description.