Workday Adaptive Planning Senior

Overview

This role supports organizations that have selected Workday Adaptive Planning as their Enterprise Performance Management (EPM) solution. The position is part of a team that implements, supports, and uses Workday Adaptive Planning to help clients improve their financial reporting, planning, and forecasting processes across a variety of projects and roles.

Responsibilities

• Deliver assigned implementation workstreams from discovery through deployment, maintaining high-quality deliverables and meeting project timelines and client expectations
• Facilitate working sessions with client teams to map business operations, define goals for planning cycles, and identify key metrics that drive decision-making
• Build, configure, and maintain financial forecasting and planning models in Workday Adaptive Planning to meet client requirements and align with best practices
• Support the implementation lifecycle end to end, 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 clients streamline financial processes by automating workflows and reports using system capabilities
• Identify opportunities to reduce the time clients spend compiling data so they can focus on analysis and strategy
• Provide training to client teams to ensure effective use of 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
• Minimum of 3 years of corporate financial accounting experience required
• Minimum of 1 year of corporate financial planning experience required
• Strong experience in JavaScript, SQL, and other integration platforms to incorporate data from a wide variety of ERP systems into Workday Adaptive Planning
• Effective written and verbal communication skills
• Strong analytical and problem-solving 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 in Enterprise Performance Management (EPM), Financial Planning & Analysis (FP&A), financial systems, or consulting preferred
• Workday Adaptive Planning or financial systems experience preferred
• A solid understanding of financial planning, forecasting, and reporting, with experience working in or with FP&A teams preferred
• Strong background in financial reporting, financial report systems, and data flows preferred

Location

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