About the role
You will design and build Adaptive Planning models with FP&A teams, from the first sheet design to dashboards executives use in their monthly review. See how we deliver Workday Adaptive Planning.
What you will do
- Design models, levels, dimensions and sheets around how the client actually plans.
- Build revenue, expense, workforce and capital plans with the formulas and allocations behind them.
- Connect Adaptive Planning to Workday Financials and HCM, or to other source systems, so plans start from actuals.
- Build reports and dashboards for department owners and executives.
- Run testing with FP&A and train them to maintain the model.
What you bring
- Four or more years of hands-on Adaptive Planning work, including at least two full implementations.
- A current Workday Adaptive Planning certification.
- A solid grasp of budgeting, forecasting and financial statements.
- The patience to turn spreadsheet logic into a model that others can maintain.
Nice to have
- Adaptive Planning integrations (Workday, NetSuite, Salesforce or flat-file).
- OfficeConnect.
- Experience with Anaplan, Oracle EPM Planning or OneStream.