Remote FP&A & Workday Adaptive Planning 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

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.