Workday Adaptive Planning Senior

Overview

This role supports organizations using Workday Adaptive Planning as their Enterprise Performance Management (EPM) solution. You will join a team that implements, supports, and leverages Workday Adaptive Planning to help clients improve financial reporting, planning, and forecasting processes. The position includes work across a wide variety of projects and responsibilities.

Responsibilities

• Deliver assigned workstreams for Workday Adaptive Planning implementation projects from discovery through deployment, ensuring high-quality deliverables and adherence to project timelines and client expectations
• Lead and facilitate working sessions with client teams to map business operations, define planning-cycle goals, and identify key metrics that drive decision-making
• Build, configure, and maintain financial forecasting and planning models in Workday Adaptive Planning, ensuring alignment with client requirements and best practices
• Support the end-to-end implementation lifecycle, including configuration, testing, and optimization of Workday Adaptive Planning
• Configure, implement, and troubleshoot 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
• Help streamline clients’ financial processes by automating workflows and reports using available system capabilities
• Identify opportunities to reduce the time clients spend compiling data, enabling greater focus on analysis and strategy
• Provide training to client teams so they can effectively use the tools and systems implemented

Qualifications

• Bachelor’s degree required; major in accounting, finance, business analytics, management information systems, fin-tech or information systems preferred
• Experience in Enterprise Performance Management (EPM), Financial Planning & Analysis (FP&A), financial systems, or consulting preferred
• Workday Adaptive Planning or financial systems experience preferred
• Strong experience in JavaScript, SQL, and other integration platforms to incorporate data from a wide variety of ERP systems into Workday Adaptive Planning
• Minimum of 3 years of corporate financial accounting experience required
• Minimum of 1 year of corporate financial planning experience required
• Strong understanding of financial planning, forecasting, and reporting; experience working in or with FP&A teams is preferred
• Strong background in financial reporting, financial report systems, and data flows preferred
• Strong analytical and problem-solving skills
• Effective written and verbal communication skills
• Experience working with data and using systems to create efficiencies and improve decision-making
• Strong communication and interpersonal skills to work effectively with clients and team members
• Ability to articulate business value of systems enhancements or process change
• Ability to communicate technical information to a non-technical audience
• Proficiency with Microsoft Office
• Ability to travel as needed, approximately 20%

Preferred Qualifications

• Experience working with financial systems in an EPM or FP&A context
• Workday Adaptive Planning experience
• Background in financial reporting, financial report systems, and data flows

Location

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