Workday Adaptive Planning Senior

Overview

This role is part of a Digital Advisory Services consulting practice supporting organizations that use Workday Adaptive Planning as their Enterprise Performance Management (EPM) solution. You will join a team that implements, supports, and uses Workday Adaptive Planning to help clients improve financial reporting, planning, and forecasting processes.

Role Summary

• Deliver assigned implementation workstreams while developing expertise in Workday Adaptive Planning configuration, integrations, reporting, and client advisory
• Serve as a trusted project team member and mentor associate consultants

Responsibilities

• Support Workday Adaptive Planning implementation projects from discovery through deployment by delivering assigned workstreams, 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, ensuring they meet client requirements and align with best practices
• Support the implementation process from start to finish, 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, allowing them to focus more on analysis and strategy
• Provide training to client teams to ensure 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
• 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
• Able to articulate business value of systems enhancements or process change
• Able 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 is preferred
• Strong background in financial reporting, financial report systems, and data flows preferred

Compensation & Benefits

Not specified in the provided job description.

Location

Not specified in the provided job description. Discuss work location status with your talent acquisition professional to understand the requirements for an opportunity you are exploring.