Adaptive Insights Consultant (Any)

Peoplevisor; Alberta; On-site; CAD 80,000 - 100,000; Full time

Job summary

A consulting firm in Alberta is seeking an experienced Adaptive Insights Planning and Budgeting Consultant. This role involves leading clients through the systems development lifecycle, guiding them on project phases, and ensuring integration with Workday software. The ideal candidate will have experience in implementing budgeting systems, strong Excel skills, and the ability to manage client expectations. This position requires 50% travel and offers certification training in Workday Financials.

Qualifications

• Adaptive Insights certification and implementation experience is required.
• 2-3+ years of hands-on experience implementing budgeting and planning systems.
• Excellent oral and written communication skills necessary.

Responsibilities

• Lead clients through the systems development lifecycle of Adaptive Insights.
• Guide clients through all project phases including configuration and testing.
• Advise clients on options, risks, and impacts on processes.

Skills

Adaptive Insights certification and implementation experience

2-3+ years experience implementing budgeting and planning systems

Strong Microsoft Excel skills

Excellent oral and written communication skills

Project management and client expectation management

Education

Bachelor’s degree, Finance or Accounting preferred

Job description

Peoplevisor is seeking a certified and experienced Adaptive Insights Planning and Budgeting Consultant. If you are passionate about adaptive insights, assisting clients, and all the challenges that go with being a consultant, you will want to be a part of our team. Our people have the skills and business expertise to provide exceptional consulting services to clients, helping them gain the optimum benefit from their Workday software. This position requires 50% travel with projects executed on-site at Peoplevisor client locations nationwide. The selected candidate will be eligible for training and certification in Workday Financials.

KEY EXPECTATIONS

• Be the Adaptive Insights Planning and Budgeting functional expert and lead clients through the entire systems development lifecycle
• Guide clients through all project phases including fit/gap, configuration and testing
• Assist clients in fully integrating Adaptive Insights into their current Workday business environments
• Advise client on options, risks, and any impacts on other processes or systems
• Configure Adaptive Insights and integrations to meet each client\'s unique business requirements and provide insight on best practices
• Work with the client and data migration team to help convert legacy data into Workday/Adaptive Insights
• Assist the integration team with design, configuration and testing delivered and custom integrations
• Complete tasks efficiently and in a timely manner, reporting progress to managers
• Continually seek ways to improve the process of delivering Adaptive Insight solutions

DESIRED SKILLS AND EXPERIENCE

• Adaptive Insights certification and implementation experience is required
• 2-3+ years of hands-on experience implementing budgeting and planning systems, such as Tidemark, Adaptive Planning, Hyperion, etc.
• Experience re-engineering budgeting and planning processes
• Ability to translate customer business requirements to system configuration and business processes
• Excellent oral and written communication skills
• Excellent presentation skills
• Strong Microsoft Excel skills, experience using pivot tables, vLookups and formulas
• Experience with object oriented applications is a plus
• A Bachelor’s degree is required, Finance or Accounting preferred

Consulting Skills

• Show that you have the ability to manage project scope and client expectations
• Be on top of things by taking the initiative to follow-through on assignments and issue resolution
• Think outside the box and show you have the ability to develop creative solutions
• Be a good teammate by clearly and effectively communicating with your project team and your client
• Be a good communicator by consistently producing clear, concise and accurate status reports
• Know when and how to address your clients and build confidence and trust with them
• Know when the details are important by displaying effective analytical skills
• Quality and reputation matters, be in the game by showing your dedication to success

Employer’s Rights

Peoplevisor, LLC. has the right to revise this job description at any time. This job description is not a contract for employment. This job description does not list all the duties of the job. You may be asked by your supervisors or managers to perform other duties. You will be evaluated in part based upon your performance of the tasks listed in this job description.

Equal Opportunity Statement

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or status as a Vietnam or disabled veteran.

Applications for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States and with Peoplevisor, LLC.