Workday Adaptive Planning Senior Manager

Overview

This role provides strategic leadership for Workday Adaptive Planning through business development, executive client relationships, Financial Planning & Analysis (FP&A) subject matter expertise, project delivery oversight, and people development and leadership.

The team supports organizations using Workday Adaptive Planning as their Enterprise Performance Management (EPM) solution. Responsibilities include implementing, supporting, and leveraging Workday Adaptive Planning to improve client financial reporting, planning, and forecasting processes across a variety of projects and roles.

Responsibilities

• Manage Workday Adaptive Planning implementations end-to-end, applying industry best practices to meet operational goals and ensuring successful delivery within scope, timeline, and budget.
• Lead client working sessions to define goals and objectives for planning cycles, and document key segments and metrics to enhance financial planning and analysis and improve reporting automation.
• Oversee and execute multiple concurrent Workday Adaptive Planning implementations and optimization engagements as solution architect for complex planning transformations, including guidance on model design, security, reporting frameworks, workforce planning, and industry leading practices.
• Lead client implementations, including design, configuration, testing, support, customization, and optimization of financial reporting, forecasting, and planning in Workday Adaptive Planning.
• Own strategy, architecture, and delivery of complex integrations using JavaScript, SQL, APIs, JDBC, and other enterprise integration platforms to incorporate data from multiple ERP and source systems into Workday Adaptive Planning.
• Spearhead process improvement initiatives, including identifying and implementing reporting and data efficiencies to reduce time spent compiling data.
• Execute enterprise process improvement initiatives by identifying opportunities to optimize financial planning, reporting, and data management processes to reduce manual effort, improve operational efficiency, and enhance executive decision-making.
• Serve as a trusted advisor to CFOs, FP&A leaders, Controllers, and Finance Transformation leaders on budgeting, forecasting, workforce planning, and enterprise performance management strategies.
• Manage project scope, budgets, timelines, risks, and resource allocation.
• Drive sales and business development efforts by generating pipeline, acquiring new clients, expanding existing accounts, and building strategic relationships to accelerate revenue growth.
• Coach and develop team members to achieve performance goals, foster collaboration, and maintain a high-accountability culture.
• Stay current on Workday Adaptive Planning product enhancements and emerging trends in financial planning and enterprise performance management.

Qualifications

• Bachelor’s degree required; major in accounting, finance, and/or information systems preferred.
• Minimum of 8 years of experience in Enterprise Performance Management (EPM), Financial Planning & Analysis (FP&A), financial systems, or consulting required.
• Minimum of 8 years Workday Adaptive Planning implementation experience and advisory experience required.
• Proven experience leading a minimum of twenty end-to-end Workday Adaptive Planning implementations across multiple industries and client environments.
• Advanced knowledge of JavaScript and SQL, with the ability to design, configure, implement, and troubleshoot end-to-end integrations using APIs, JDBC, and other integration methods.
• Proven experience leading integrations from requirements gathering through deployment, testing, and ongoing support.
• Minimum of 6 years of corporate financial accounting experience required.
• Minimum of 3 years of corporate financial planning experience required.
• Consulting experience is required.
• Experience managing multiple project workstreams, project budgets, and client relationships.
• Prior people management experience, including mentoring and developing consulting teams.
• Deep knowledge of Workday Adaptive Planning model design, integrations, administration, reporting, OfficeConnect, dashboards, and scenario planning required.
• Experience integrating Workday Adaptive Planning with ERP and other financial systems.
• Strong background in financial reporting, budgeting, forecasting, workforce planning, and financial data flows.
• Ability to demonstrate and present Workday Adaptive Planning solutions to prospective and existing clients required.
• Strong analytical, problem-solving, and organizational skills.
• Strong and effective written and verbal communication skills.
• Ability to articulate business value of systems enhancements or process change.
• Ability to communicate technical information to a non-technical audience.
• Experience with process improvement and root cause analysis required.
• Proficiency with Microsoft Office.
• Ability to travel as needed, approximately 20%.

Compensation & Benefits

• Compensation range: $178,310 - $338,030.
• Actual compensation is influenced by skills, experience, qualifications, and geographic location.

Location

Discuss work location status with the recruiting professional to understand the requirements for the opportunity being explored.