Strategic FP&A Manager | Workday Adaptive Planning Expert

Jobtailor; Dallas (TX); On-site; USD 120,000 - 150,000; Full time

Job summary

Jobtailor is seeking an experienced FP&A professional to lead planning, budgeting and reporting initiatives using Workday Adaptive Planning. You will develop and maintain multi-year financial models, deliver executive packs and KPI dashboards, and partner with Accounting, IT and senior leadership to improve data quality and forecast accuracy.

The ideal candidate has 7+ years of FP&A experience, strong Excel, SQL and Python skills, and a track record of driving automation in enterprise data

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Information Systems, or related field.
• 7+ years of progressive FP&A or Corporate Finance experience.
• Hands-on experience with Workday Adaptive Planning in both user and administrative capacities.
• Experience managing budgeting, forecasting, and financial reporting processes.
• Advanced Excel and financial modeling skills.
• Strong understanding of financial statements and business performance drivers.
• Experience administering Workday Adaptive Planning, including dimensions, integrations, modeled sheets, and system maintenance.
• Experience developing and managing long-range strategic planning models.
• Experience working with ERP systems and enterprise data environments.
• Demonstrated ability to partner with senior leadership and present financial insights.
• Experience with SQL for data extraction, validation, and reporting.
• Python experience for process automation, financial analysis, and data transformation.

Responsibilities

• Participate in monthly forecasting, annual budgeting, and long-range planning across the organization.
• Develop and maintain financial models to support strategic decision making and growth initiatives.
• Analyze financial performance and provide actionable insights to executive leadership.
• Prepare executive reporting packages, board materials, and KPI dashboards.
• Support scenario planning and sensitivity analyses to assess business opportunities and risks.
• Develop and maintain multi-year financial models and strategic plans.
• Serve as a primary administrator and subject matter expert for Workday Adaptive Planning.
• Maintain and update dimensions, hierarchies, attributes, accounts, levels, modeled sheets, and reporting structures.
• Execute and monitor system integrations, imports, exports, and data validation processes.
• Partner with Accounting, IT, and business stakeholders to improve system functionality and data quality.
• Support system upgrades, enhancements, user training, and documentation.
• Troubleshoot system issues and resolve planning and reporting challenges.
• Drive continuous improvement and automation initiatives within Adaptive Planning.
• Leverage technology and automation tools to improve reporting efficiency and forecast accuracy.
• Develop and maintain data queries, reports, and automated workflows.
• Support scalable reporting solutions and dashboards.

Skills

Workday Adaptive Planning

Financial Modeling

Budgeting & Forecasting

SQL

Python

Advanced Excel

Data Validation

KPI Dashboards

ERP Systems

Analytical Thinking

Collaboration

Communication

Problem-Solving

Presentation Skills

Education

Bachelor's degree

Tools

Workday Adaptive Planning

Job description

Jobtailor is seeking an experienced FP&A professional to lead planning, budgeting and reporting initiatives using Workday Adaptive Planning. You will develop and maintain multi-year financial models, deliver executive packs and KPI dashboards, and partner with Accounting, IT and senior leadership to improve data quality and forecast accuracy.

The ideal candidate has 7+ years of FP&A experience, strong Excel, SQL and Python skills, and a track record of driving automation in enterprise data