Digital Consulting Senior Associate - Workday Adaptive Planning

Core Responsibilities

• Advises clients on planning best practices, model design, performance optimization, and business process improvements.
• Interprets planning outputs and financial signals to support improved decision-making.
• Navigates scope ambiguity and evolving requirements, offering informed recommendations and project governance.
• Conducts structured requirements-gathering sessions to assess planning, forecasting, and reporting needs.
• Manages full project lifecycle activities including scoping, solution design, configuration, testing, deployment, and post-go-live stabilization.
• Delivers clear, client-ready communications that articulate risks, actions, issues, and decisions/recommendations.
• Translates complex financial and operational requirements into scalable Adaptive Planning models across financial, operational, and workforce planning domains.
• Configures core Workday Adaptive Planning structures including dimensions, levels, accounts, versions, and sheets.
• Builds web reports, dashboard visualizations, and complex OfficeConnect reporting solutions.
• Develops and executes comprehensive testing cycles including unit, system, and user acceptance testing.
• Validates data accuracy, integration flows, and model outputs to ensure planning reliability.
• Troubleshoots and resolves issues in collaboration with internal and client teams.
• Mentors Analysts and Associate-level team members, supporting their development and growth as a consultant.
• Collaborates with integration specialists and engagement leadership to support cohesive solution delivery.
• Contributes to internal knowledge development and practice growth initiatives.

Qualifications

• 3–5 years of hands-on experience with Workday Adaptive Planning or Tier-1 planning tools (Anaplan, OneStream, Oracle EPM Planning/PBCS/EPBCS/FCCS).
• Experience leading project workstreams including requirements, design, configuration, testing, and client communication.
• Strong financial and operational driver-based model-building skills across forecasting, budgeting, long range planning.
• Advanced Excel skills, including complex formulas, and structured modeling concepts.
• Bachelor’s degree in Finance, Accounting, Business Administration, Information Systems, or related discipline.
• Strong oral and written communication skills with the ability to engage senior-level business stakeholders.
• Prior consulting experience, either in professional services or performing consultative work internally.