Workday Adaptive Planning SME

Key Responsibilities

• Model Design & Architecture: Design, build, and maintain complex financial models (P&L, Balance Sheet, Cash Flow, Workforce/Headcount, CapEx, and Revenue models) within Workday Adaptive Planning.

• System Administration & Configuration: Manage dimensions, accounts, versions, attributes, formulas, security permissions, and workflow processes across planning cycles.

• Data Integration: Oversee data integrations between Workday Adaptive Planning and source systems (e.g., Workday HCM/Financials, NetSuite, SAP, Salesforce, or data warehouses) to ensure data accuracy and automated data loads.

• Reporting & Analytics: Build executive dashboards, financial reports, and ad-hoc variance analyses using Adaptive Reporting, OfficeConnect, and Discovery boards.

• Stakeholder Collaboration: Partner with FP&A, Accounting, HR, and IT teams to gather requirements, streamline budgeting/forecasting cycles, and resolve modeling bottlenecks.

• Testing & Governance: Lead user acceptance testing (UAT), maintain model documentation, enforce best practices, and manage semi-annual Workday release updates.

• Training & Enablement: Provide end-user training, troubleshooting support, and guidance to finance business partners and model contributors.

Required Qualifications

• Experience: 7+ years of hands-on experience implementing, configuring, and administering Workday Adaptive Planning (formerly Adaptive Insights).

• Financial Acumen: Strong understanding of FP&A processes, corporate budgeting, rolling forecasts, financial statements (P&L, BS, CF), and accounting principles.

• Technical Skills: Deep expertise in Adaptive modeling concepts (cube sheets, standard sheets, modeled sheets, linked accounts, assumptions, and complex formulas).

• Reporting Tools: Proficiency with OfficeConnect for Excel/Word/PowerPoint financial reporting and Adaptive Web Reporting.

• Integration Knowledge: Experience managing flat-file or automated ERP/HCM integrations (e.g., Workday Core, Dell Boomi, MuleSoft, or native Adaptive connectors).

• Communication: Strong analytical, problem-solving, and stakeholder communication skills with the ability to translate finance needs into technical solutions.