Job Summary

Workday Adaptive Planning Consultant

Role Purpose

Design, configure, and support Workday Adaptive Planning solutions that enable integrated financial and workforce planning, budgeting, forecasting, consolidation, and management reporting. The role partners with Finance, HR, and business stakeholders to translate planning requirements into scalable models, dashboards, and processes.

Key Responsibilities

• Lead discovery workshops and document business, functional, data, and reporting requirements.
• Design and configure planning models, dimensions, levels, accounts, versions, assumptions, sheets, formulas, allocations, and workflows.
• Develop driver-based budgets, rolling forecasts, scenario models, workforce plans, and long-range plans.
• Build dashboards, reports, scorecards, and executive insights for financial and operational performance.
• Configure data integrations between Adaptive Planning, Workday HCM, Workday Financial Management, and third-party systems.
• Support data mapping, reconciliation, testing, deployment, documentation, training, and transition to support.
• Troubleshoot model performance, calculation, security, integration, and reporting issues.
• Apply governance, release management, security, audit, and data-quality standards.

Required Skills and Experience

• Hands-on Workday Adaptive Planning implementation or production-support experience.
• Strong knowledge of budgeting, forecasting, financial planning and analysis, workforce planning, and management reporting.
• Experience with model design, formulas, allocations, dashboards, OfficeConnect, and integration methods.
• Strong analytical, stakeholder-management, problem-solving, and documentation skills.
• Ability to translate business requirements into maintainable solution designs.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, Information Systems, or a related discipline.
• Workday Adaptive Planning certification is preferred.
• Finance qualification or relevant planning and performance-management experience is advantageous.

Key Responsibilities

Workday Adaptive Planning Consultant

Role Purpose

Design, configure, and support Workday Adaptive Planning solutions that enable integrated financial and workforce planning, budgeting, forecasting, consolidation, and management reporting. The role partners with Finance, HR, and business stakeholders to translate planning requirements into scalable models, dashboards, and processes.

Key Responsibilities

• Lead discovery workshops and document business, functional, data, and reporting requirements.
• Design and configure planning models, dimensions, levels, accounts, versions, assumptions, sheets, formulas, allocations, and workflows.
• Develop driver-based budgets, rolling forecasts, scenario models, workforce plans, and long-range plans.
• Build dashboards, reports, scorecards, and executive insights for financial and operational performance.
• Configure data integrations between Adaptive Planning, Workday HCM, Workday Financial Management, and third-party systems.
• Support data mapping, reconciliation, testing, deployment, documentation, training, and transition to support.
• Troubleshoot model performance, calculation, security, integration, and reporting issues.
• Apply governance, release management, security, audit, and data-quality standards.

Required Skills and Experience

• Hands-on Workday Adaptive Planning implementation or production-support experience.
• Strong knowledge of budgeting, forecasting, financial planning and analysis, workforce planning, and management reporting.
• Experience with model design, formulas, allocations, dashboards, OfficeConnect, and integration methods.
• Strong analytical, stakeholder-management, problem-solving, and documentation skills.
• Ability to translate business requirements into maintainable solution designs.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, Information Systems, or a related discipline.
• Workday Adaptive Planning certification is preferred.
• Finance qualification or relevant planning and performance-management experience is advantageous.

Skill Requirements

Other Requirements