Workday Adaptive Planning Senior Manager

Overview

This role supports organizations that selected Workday Adaptive Planning as their Enterprise Performance Management (EPM) solution. The Senior Manager will implement, support, and use Workday Adaptive Planning to help clients improve financial reporting, planning, and forecasting processes across a range of project types and responsibilities.

Responsibilities

• Manage Workday Adaptive Planning implementations end-to-end, applying industry-leading practices to meet operational goals and ensure 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 the solution architect for complex planning transformations, including guidance on model design, security, reporting frameworks, workforce planning, and industry-leading practices.
• Lead client implementations covering design, configuration, testing, support, customization, and optimization of financial reporting, forecasting, and planning systems 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 a variety of ERP and source systems into Workday Adaptive Planning.
• Spearhead process improvement projects, 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—reducing manual effort, improving operational efficiency, and enhancing 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 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 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

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