Workday Adaptive Consultant

wroots global pvt ltd; Bengaluru; On-site; INR 1,500,000 - 2,100,000; Full time

Benefits offered by this job

Quarterly Profit Sharing

Career Development Programs

Flexible/Remote Working

Financial Wellbeing Initiatives

Wellbeing & Wellness perks

Job summary

Wroots Global Pvt Ltd is seeking an experienced FP&A specialist with deep Workday Adaptive Planning expertise. You will administer, model, and optimize budgeting and forecasting processes. The role requires strong collaboration with Finance and Delivery to drive standardized planning across the organization.

Responsibilities include building dashboards, ensuring data integrity, and delivering user-ready reports. A bachelor’s degree in a related field and Workday certification are preferred.

Qualifications

• 7–9 years of experience in FP&A with Workday Adaptive Planning.
• Hands-on experience designing and maintaining Adaptive Planning models.
• Strong understanding of FP&A processes including budgeting and forecasting.

Responsibilities

• Administer and maintain the Adaptive Planning system (user access, security, data integrity).
• Develop financial models, dashboards, and reports for stakeholders.
• Standardize FP&A templates, processes, and reporting formats.
• Provide training and user support across Finance and other departments.
• Collaborate with Finance and Delivery teams to align assumptions and drivers.

Skills

Financial modelling

Budgeting

Forecasting

FP&A processes

Education

Bachelor’s degree in Data, Finance, Accounting, or a related field

Workday Pro Certification (Adaptive Planning related)

Tools

Workday Adaptive Planning

SQL

Power BI

Job description

Mandatory Skills:

• Total years of experience needed is 7-9 yrs, and minimum 3+ years experience working with Workday Adaptive Planning, including model administration, model maintenance, reporting, security, data loads and process support.
• Hands-on experience designing, maintaining or enhancing Adaptive Planning models, including sheets, levels, dimensions, attributes, assumptions, calculated accounts, versions, formulas, access rules and workflow.
• Detailed understanding of financial modelling, budgeting, and forecasting processes.

Job Description

Key Responsibilities

• Total years of experience, we are looking for someone around 7-9 years.
• Administer and maintain the system, including user access, integrations, security, model structure, and data integrity.
• Build and maintain system documentation, including data definitions, architecture maps, process guides, intranet site and change logs.
• Develop and implement system enhancements and process improvements.
• Collaborate with Finance and other departments to gather requirements and develop financial models, reports, and dashboards.
• Drive the standardizationn of FP&A processes across templates, models and reporting formats
• Deliver training and user support, empowering finance users to effectively leverage Adaptive Planning for forecasting, budgeting, and analysis.
• Support the development of connected planning processes across Finance, Delivery, Workforce Planning, Sales and Operations, ensuring assumptions, drivers and outputs are aligned across the organisation.
• Promote adoption and best practices in the use of Adaptive Planning and associated FP&A tools across the organizationn
• Troubleshoot and resolve system issues.
• Develop and maintain Adaptive web reports, dashboards and self-service reporting views to improve visibility of financial and operational performance.
• Develop and maintain a Finance super-user community, training materials, office hours and adoption metrics to embed consistent use of Adaptive across teams.
• Stay current with Adaptive Planning product updates and best practices, identifying opportunities to enhance capability and improve efficiency.
• Recommend improvements to the system and processes, with a particular focus on AI.
• Assist with the preparation of financial reports and analysis as needed.
• Ad-hoc projects and analysis as required.

Qualifications

• Bachelor’s degree in Data, Finance, Accounting, or a related field.
• Adaptive Planning associated Qualifications (such as the Workday Pro Certification)
• Minimum 3+ years’ experience working with Workday Adaptive Planning, including model administration, model maintenance, reporting, security, data loads and process support.
• Hands-on experience designing, maintaining or enhancing Adaptive Planning models, including sheets, levels, dimensions, attributes, assumptions, calculated accounts, versions, formulas, access rules and workflow.
• Detailed understanding of financial modelling, budgeting, and forecasting processes.
• Excellent communication and interpersonal skills.
• Strong understanding of FP&A processes, including budgeting, forecasting, long-range planning, management reporting, variance analysis and financial modelling.
• Experience supporting end-to-end planning cycles, including version setup, templates, assumptions, submissions, validations, reporting outputs and user support
• Detail-oriented and highly organised, with the ability to manage many priorities/deadlines.
• Proactive and results-oriented with a strong sense of initiative.
• Team player who demonstrates strong drive for results and enjoys problem solving.
• Ability to be professional and approachable to all levels of employees.
• Intermediate – advanced level Excel skills; experience with structured data management.
• Working knowledge of SQL, Fabric, Kantata, NetSuite and Power BI would be an advantage.

Why Version 1?

At Version 1, we believe in providing our employees with a comprehensive benefits package that prioritises their wellbeing, professional growth, and financial stability.

• Share in our success with our Quarterly Performance-Related Profit Share Scheme, where employees collectivelybenefitfrom a share of our company's profits
• Strong Career Progression & mentorship coaching through our Strength in Balance & Leadership schemes with a dedicated quarterly Pathways Career Development programme
• Flexible/remote working, Version 1 is tremendously understanding of life events and people’s individual circumstances and offer flexibility to help achieve a healthy work life balance
• Financial Wellbeing initiativesincluding;Pension, Private Healthcare Cover, Life Assurance, Financialadviceand an Employee Discount scheme
• Employee Wellbeing schemes including Gym Discounts, Bike to Work, Fitness classes, Mindfulness Workshops, Employee Assistance Programme and much more. Generous holiday allowance, enhanced maternity/paternity leave, marriage/civil partnership leave and special leave policies
• Educationalassistance, incentivised certifications, and accreditations, including AWS, Microsoft, Oracle, and Red Hat
• Reward schemes including Version 1’s Annual Excellence Awards & ‘Call-Out’ platform.
• Environment, Social and Community First initiatives allow you to get involved in local fundraising and development opportunities as part of fostering our diversity, inclusion and belonging schemes.