Senior Workday Adaptive Budget & Planning Lead

Oregon State University; Corvallis (OR); On-site; USD 90,000 - 130,000; Full time

Job summary

Oregon State University in Corvallis seeks a Workday Adaptive Budget Administrator to lead budgeting, forecasting, and planning using Workday Adaptive Planning. This professional faculty, full-time role, collaborates with Finance Sustainment, Budget & Resource Planning, and IT to drive data-driven decisions.

The administrator configures, maintains, and enhances Adaptive Planning, develops models, and delivers training and reporting to campus budget officers and stakeholders.

Responsibilities

• Administer, configure, and maintain the University's Workday Adaptive Planning environment, including models, hierarchies, dimensions, levels, attributes, business rules, assumptions, security, versions, sheets, formulas, allocations, and calculated accounts.
• Lead the analysis and delivery of assigned and approved Adaptive Planning and budget-related enhancements. Develop recommendations regarding priority, scope, effort, risk, dependencies, and business value for consideration through the Finance sustainment intake and governance process.
• Design, document, test, and deploy approved system enhancements utilizing change management, and testing procedures.
• Stay current on Workday Adaptive Planning best practices and new features; recommend and implement strategic improvements to enhance planning agility and reporting capabilities.
• Conduct periodic system audits to ensure data integrity and compliance with institutional policies.
• Evaluate and recommend opportunities to leverage automation and emerging technologies to improve planning processes, reporting capabilities, data quality, operational efficiency, and decision support.
• Coordinate user onboarding, role maintenance, and access reviews.
• Develop and deliver role-based training for Budget & Resource Planning staff, campus budget officers, sustainment partners, and other system users.
• Lead the design and maintenance of budget and forecast models to support campus-wide planning for various fund types.
• Administer planning cycles including annual budget development, quarterly forecasts, scenario planning, version management, and university deadlines.
• Collaborate with FDM committee to ensure financial models accurately reflect academic and administrative structures.
• Support long-range budget planning, forecasting, and scenario modeling for revenue, salaries, and expenses.
• Support preparation of university reporting packages by developing standardized templates and dashboards within Adaptive Planning.
• Serve as the functional owner or functional subject matter expert for data requirements, mappings, reconciliation rules, testing, and issue resolution associated with integrations supporting Adaptive Planning.
• Validate, reconcile, and audit data to ensure completeness, accuracy, timeliness, and reliability.
• Monitor integrations and automated data loads between Adaptive Planning, Workday Financials, HR/Payroll, and other source systems. Troubleshoot issues and elevate as needed.
• Develop and maintain management reports, dashboards, scorecards, and other analytical tools supporting budget planning and forecasting university needs within the system.
• Serve as the Budget & Resource Planning functional representative and liaison among Finance sustainment, technical sustainment teams, and campus stakeholders.
• Translate business and operational requirements into scalable planning, forecasting, and reporting solutions.
• Provide end-user support, training, and guidance to campus budget officers and system users.

Job description

Oregon State University in Corvallis seeks a Workday Adaptive Budget Administrator to lead budgeting, forecasting, and planning using Workday Adaptive Planning. This professional faculty, full-time role, collaborates with Finance Sustainment, Budget & Resource Planning, and IT to drive data-driven decisions.

The administrator configures, maintains, and enhances Adaptive Planning, develops models, and delivers training and reporting to campus budget officers and stakeholders.