Workday Adaptive Planning Manager

Overview

This role supports organizations that have selected Workday Adaptive Planning as their Enterprise Performance Management (EPM) solution. You will help implement, support, and use Workday Adaptive Planning to improve clients’ financial reporting, planning, and forecasting processes across a variety of project types and roles.

Role Summary

Leads client engagements and delivery teams while ensuring successful project execution, client satisfaction, and consultant development. Acts as a trusted project team member and oversees the work of project team members.

Responsibilities

• Lead Workday Adaptive Planning implementation projects from discovery through deployment, ensuring successful project 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, including 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 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 efforts 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

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, 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
• Experience managing multiple project workstreams, project budgets, and client relationships simultaneously
• 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
• Ability to demonstrate and present Workday Adaptive Planning solutions to prospective and existing clients
• Experience with process improvement and root cause analysis

Compensation & Benefits

Compensation and benefits are not specified in the provided job description.

Location

Work location status and requirements are to be discussed with the organization’s talent acquisition professional for the opportunity being explored.