FP&A / Adaptive Consultant

DeWinter Group; San Francisco (CA); Remote; USD 83,000 - 165,000; Full time

Job summary

DeWinter Group is seeking an FP&A / Workday Adaptive Planning Consultant to join a finance transformation initiative. The role focuses on configuring Adaptive Planning, enhancing planning models, and building repeatable reporting workflows with strong FP&A and accounting collaboration.

The consultant will translate requirements into practical solutions, develop scalable templates, and document workflows for long-term ownership by the FP&A team.

Qualifications

• Hands-on FP&A experience with Workday Adaptive Planning configuration and improvements.
• Experience delivering FP&A systems enhancements, planning models, or reporting automation independently.
• Strong understanding of financial planning, forecasting, accruals, and cost analysis.
• Advanced Excel and Google Sheets with structured templates for data prep and calculations.
• Experience mapping, validating, and reconciling financial data across multiple systems.
• Ability to translate finance requirements into practical, maintainable solutions.
• Strong FP&A background with application of Adaptive Planning in a business context.
• Excellent communication and collaboration skills.
• Ability to deliver results in a short-term consulting engagement.

Responsibilities

• Assess FP&A workflows in Workday Adaptive Planning and identify opportunities to improve model hygiene, automation, and reporting.
• Configure Adaptive input templates, data mappings, custom accounts, and processes.
• Build recurring fixed- and variable-cost reporting by business unit and legal entity.
• Develop standardized Excel or Google Sheets templates for accrual calculations, software capitalization, variable costs, and annual planning data.
• Establish repeatable data-loading, validation, and reconciliation procedures using Google Sheets and financial system data.
• Leverage the Workday for Google Sheets extension's write-back capabilities where appropriate.
• Create reports showing monthly cost trends, prior-period comparisons, and information needed for forecasting.
• Automate headcount analysis and other priority FP&A processes.
• Support dashboard development and improve visibility into financial performance.
• Partner effectively with FP&A, Accounting, and management stakeholders.
• Document completed workflows and train the permanent FP&A team member to maintain and enhance them.
• Deliver foundational data preparation, mapping, and automation within a short-term engagement.

Skills

FP&A experience

Excel proficiency

Google Sheets

Data mapping

Reporting automation

Tools

Workday Adaptive Planning

NetSuite

Excel

Google Sheets

Job description

FP&A / Workday Adaptive Planning Consultant

Overview

Join a finance transformation initiative focused on improving planning, reporting, and automation through Workday Adaptive Planning. This hands-on consultant will partner with FP&A and Accounting to modernize existing processes, strengthen model structure, reduce manual data preparation, and build repeatable reporting workflows.

The ideal candidate combines strong FP&A expertise with the ability to configure and optimize Adaptive Planning—not simply use it as an end user. You will translate finance requirements into practical solutions, develop scalable templates and reporting processes, and document workflows for long-term ownership by the permanent FP&A team.

This is a fully remote, three-month contract engagement with potential for extension. Candidates who can work from a San Francisco office on Thursdays for face-to-face FP&A meetings are preferred.

Key Responsibilities

• Assess existing FP&A workflows in Workday Adaptive Planning and identify opportunities to improve model hygiene, automation, and reporting.
• Configure Adaptive input templates, data mappings, custom accounts, and processes.
• Build recurring fixed- and variable-cost reporting by business unit and legal entity.
• Develop standardized Excel or Google Sheets templates for accrual calculations, software capitalization, variable costs, and annual planning data.
• Establish repeatable data-loading, validation, and reconciliation procedures using Google Sheets and financial system data.
• Leverage the Workday for Google Sheets extension's write-back capabilities where appropriate.
• Create reports showing monthly cost trends, prior-period comparisons, and information needed for forecasting.
• Automate headcount analysis and other priority FP&A processes.
• Support dashboard development and improve visibility into financial performance.
• Partner effectively with FP&A, Accounting, and management stakeholders.
• Document completed workflows and train the permanent FP&A team member to maintain and enhance them.
• Deliver foundational data preparation, mapping, and automation within a short-term engagement.

Required Skills and Qualifications

• Demonstrated hands-on experience configuring and building solutions in Workday Adaptive Planning.
• Experience independently delivering FP&A systems improvements, planning models, or reporting automation.
• Strong understanding of financial planning, forecasting, expense accruals, and fixed-versus-variable cost analysis.
• Advanced Excel and Google Sheets skills, including structured templates and repeatable data-preparation processes.
• Experience mapping, validating, and reconciling financial data across multiple systems.
• Ability to translate finance and business requirements into practical, maintainable solutions.
• Strong FP&A or finance background with the ability to apply Adaptive Planning in a business context.
• Excellent communication and collaboration skills.
• Ability to prioritize work and deliver results during a short-term consulting engagement.

Nice-to-Have Skills

• Experience working with NetSuite financial data.
• Experience automating compensation-related expense and headcount reporting.
• Experience building financial dashboards and management reporting.
• Background supporting investor requests or financial due diligence.
• Experience with Adaptive Planning implementations, system optimizations, customizations, or significant model enhancements.
• Experience developing processes that can be transitioned effectively to permanent finance team members.

Preferred Education and Experience

• Significant professional experience in FP&A, financial planning, accounting, or a related finance function.
• Experience serving as an FP&A systems or Adaptive Planning consultant.
• Specific educational requirements have not been provided; relevant finance, accounting, business, or equivalent professional experience is preferred.

Other Requirements

• Fully remote position.
• Preference for candidates who can work from a San Francisco office on Thursdays for in-person FP&A team collaboration.
• Three-month contract engagement with potential for extension.
• Company-issued equipment is preferred because the role may involve personally identifiable information; a virtual desktop environment may be available if needed.
• This is a finance-focused FP&A role requiring deep Adaptive Planning expertise, rather than a general technology or systems administration position.