Workday Adaptive Planning Senior

Role Summary

Delivers assigned implementation workstreams while developing expertise in Workday Adaptive Planning configuration, integrations, reporting, and client advisory. Serves as a trusted project team member and mentors associate consultants.

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 out their business operations, define goals for their 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
• 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 their financial processes by automating workflows and reports using system capabilities
• Identify opportunities to reduce the time clients spend compiling data, allowing them to focus more on analysis and strategy
• Provide training to client teams to ensure they can effectively use the tools and systems implemented

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
• A solid understanding of financial planning, forecasting, and reporting, with experience working in or with FP&A teams is 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
• Able to articulate business value of systems enhancements or process change
• Able to communicate technical information to a non-technical audience
• Proficiency with Microsoft Office
• Able to travel as needed, approximately 20%