Workday Adaptive Planning Senior

Overview

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

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 end-to-end implementation activities, 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 they can effectively use the tools and systems implemented

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

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
• 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
• 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

• Workday Adaptive Planning or financial systems experience
• Experience in Enterprise Performance Management (EPM) or Financial Planning & Analysis (FP&A)
• Strong background in financial reporting, financial report systems, and data flows

Compensation & Benefits

• Not specified in the provided description.

Location

• Work location status: Please discuss work location status with the organization’s talent acquisition professional to understand the requirements for an opportunity you are exploring.