Director - Workday Adaptive Systems & Integrations

About the role

We are seeking a dynamic and experienced professional to join our team as the Director of Workday Adaptive Systems & Integrations.

Expectations & Duties

• Leadership and Team Development
• Build and develop a high-performing team, providing coaching, mentorship, and professional development opportunities to foster a culture of excellence and continuous improvement.
• Identify opportunities to streamline financial processes, improve efficiency, and enhance data integrity through the implementation of best practices.
• Collaborate closely with various departments including Accounting, Operations, Sales, and Marketing to ensure alignment of financial plans and forecasts with operational objectives.
• Oversee the development of comprehensive financial plans, budgets, and forecasts aligned with the company's strategic goals and objectives.
• Technical Expertise
• Oversee and deploy integrations between Adaptive and key systems (ERP, CRM, HRIS, Data Warehouse, etc.).
• Lead the design, implementation, and continuous improvement of Adaptive Planning processes with clients.
• Client Management
• Oversee and manage projects with clients. Manage client relationships to understand the holistic needs of their business, outside of just Finance, to expand client relationships, reactivate engagements, and cross-sell other E78 services.

Key Competencies Required for Success

• Problem solving & decision making
• Customer orientation
• Assertiveness
• Change agility
• Delegation
• Drive/energy

Required Education & Experience

• Bachelor's degree in finance, Accounting, Business Administration, or related field.
• Master's degree or CPA/CFA certification desirable.
• Minimum of 10 years of progressive experience in financial planning and analysis, with at least 3 years in a leadership role.
• Experience implementing and managing Workday Adaptive Planning.
• Experience integrating Adaptive Planning with other systems (ERPs, CRMs, HRISs, Data Warehouses, etc.).
• Proven ability to think strategically and translate business objectives into financial plans and actionable insights.
• Experience in supporting strategic decision-making processes.
• Strong analytical and quantitative skills with the ability to analyze complex financial data, develop accurate forecasts, and identify trends and opportunities.
• Excellent communication and presentation skills with the ability to effectively communicate financial concepts and insights to diverse audiences, including senior executives and non-financial stakeholders.
• Demonstrated leadership and management capabilities with a track record of building and leading high-performing teams. Ability to motivate and inspire team members towards achieving common goals.
• Proficiency in financial modeling, budgeting, forecasting, and financial reporting. Experience with ERP systems (e.g., SAP, Oracle) and advanced proficiency in Microsoft Excel and PowerPoint.
• Ability to thrive in a fast-paced, dynamic environment with changing priorities and tight deadlines. Proven adaptability and flexibility to navigate ambiguity and drive results.
• Strong business acumen and understanding of key business drivers, market dynamics, and industry trends. Experience in technology or SaaS industry preferred.
• Demonstrated integrity, ethics, and professionalism in handling confidential information and making financial decisions.