Partner with FP&A to translate planning requirements into scalable model designs with clear options and tradeoffs.
Configure and maintain security, user access, and workflow within Adaptive Planning.
Assess and test impacts of Workday and Adaptive semi-annual releases. Maintain regression testing for models and integrations.
Build dashboards and reports to provide visibility into plan versus actuals and forecast accuracy.
Document model design, data flows, and configuration to support continuity and knowledge transfer.
Provide production support during planning cycles, including month-end and budget season.
Experience Requirements
3+ years configuring and maintaining Workday Adaptive Planning, including model design, sheets, dimensions, formulas, and allocations.
Solid understanding of financial planning, budgeting, and forecasting processes.
Experience integrating Adaptive Planning with Workday Financials or other systems, including actuals loading and reconciliation.
Working knowledge of Workday Financials data model including ledger accounts, worktags, and company or cost center structures.
Reporting experience with OfficeConnect and Adaptive Matrix reporting and dashboards.
Strong analytical and troubleshooting skills with ability to trace data issues to root cause across systems.
Clear communication skills to translate stakeholder requirements into technical solutions and articulate tradeoffs.
Experience supporting planning models through peak cycles such as budget season, forecast refreshes, and month-end.
Preferred: Workday Adaptive Planning Pro Certification.
Preferred: Workday Finance Pro Certification or equivalent experience, especially FDM and Projects.
Preferred: Experience with Adaptive CCL, Workday integrations (EIBs, Core Connectors), Workday Studio or Extend.
Preferred: Experience in regulated or financial-services environments and exposure to data governance and controls.
Education Requirements
Bachelor’s degree in Finance, Accounting, Information Systems, or related field, or equivalent experience.
