Workday Adaptive Planning Architect

Aon Corporation; New York (NY); On-site; USD 150,000 - 160,000; Full time

Benefits offered by this job

401(k) plan

Employee stock purchase plan

Medical/Dental/Vision insurance

Paid time off

12 paid holidays

15 vacation days

Long-term disability

HSA options

Job summary

Aon is seeking an experienced Workday Adaptive Planning Architect to lead the strategy, design, and hands-on delivery of enterprise planning across budgeting, forecasting, and workforce planning.

You will partner with Finance, FP&A, and HR to translate complex requirements into scalable solutions, ensure data integrity, and optimize reporting, dashboards, and scenarios.

This role requires governance ownership and hands-on leadership in a global environment.

Qualifications

• Extensive hands-on Adaptive Planning experience with key projects.
• 7+ years FP&A or enterprise planning platform exposure, 5+ years on Workday Adaptive Planning as architect/lead.
• Deep data modeling, system integration, and performance optimization in a large enterprise.
• Knowledge across adaptive modeling, workforce planning, OfficeConnect, reporting, security, and version management.
• Understanding of FP&A processes, budgeting, forecasting, and scenario analysis.

Responsibilities

• Define planning technology strategies for budgeting, forecasting, long-range planning, and scenario analysis.
• Lead the design of scalable Adaptive Planning solutions with data integrity across the enterprise.
• Lead technical solutioning for major Adaptive Planning initiatives from discovery to deployment and support.
• Translate business requirements into technical specs and optimize processes for FP&A teams.
• Architect multidimensional planning models with dimensions, versions, and hierarchies for revenue and headcount planning.
• Oversee integrations between Workday Adaptive Planning and Workday Financials, ERP, data warehouses, and BI platforms.
• Manage security architecture, user provisioning, and access controls.

Skills

Adaptive Planning

FP&A expertise

Workday architecture

Data modeling

System integration

OfficeConnect

Excel proficiency

Education

Bachelor’s degree or equivalent in IS/Finance/Accounting/Business/CS

Workday Pro Adaptive Planning Certification

PMP/Agile certification

Tools

Workday Adaptive Planning

OfficeConnect

Excel

ERP

Data warehouse

BI platforms

Job description

We are seeking an experienced Workday Adaptive Planning Architect to implement the strategy, roadmap, and architecture of our enterprise planning platform! Serving as both design authority and hands on technical lead, the Architect drives the technical solutioning for major FP&A initiatives from discovery through implementation and support across budgeting, forecasting, workforce planning, scenario modeling, and reporting. Partnering closely with Finance, FP&A, and HR collaborators, this role also provides support for business-critical issues.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive team, and we are passionate about helping our colleagues and clients succeed!

What the day will look like

• Implement the vision, roadmap, governance, and lifecycle management of the Workday Adaptive Planning platform, defining planning technology strategies that support budgeting, forecasting, long range planning, workforce planning, and scenario analysis.
• Lead the design of complex, scalable Adaptive Planning solutions, ensuring data integrity and seamless information flow across the enterprise.
• Lead the technical solutioning for all major Adaptive Planning initiatives, from initial discovery and design through implementation and postproduction support.
• Translate complex business requirements into technical specifications and model architecture, ensuring alignment with overall business strategy, and continuously find opportunities for process improvement and tool optimization for FP&A and other business teams.
• Architect multidimensional planning models and structures, including dimensions, assumptions, versions, levels, and hierarchies that support:Revenue, expense, and headcount planning. Workforce and long-range goal setting,Driver based forecasting and scenario modelingOwn and provide hands on support for urgent and business critical production issues, ensuring swift resolution and minimal business disruption.
• Serve as a domain authority for business collaborators, fixing process and technical issues in a timely manner, with a focus on upholding guidelines.
• Configure and maintain Adaptive Planning models, sheets, formulas, assumptions, dimensions, attributes, and workflows, optimizing model performance, usability, and maintainability.
• Develop and maintain executive reporting solutions and establish governance standards for OfficeConnect reporting, dashboards, scorecards, and key performance indicators.
• Architect and oversee integrations between Workday Adaptive Planning and Workday Financials, Workday HCM, ERP, data warehouses, payroll, and BI platforms.
• Apply deep expertise in data modeling, system integration, and performance optimization.
• Manage security architecture, user provisioning, access controls, and segregation of duties.
• Own the evaluation and adoption of new Adaptive Planning capabilities, including bi-annual release adoption and AI/LLM enabled planning and forecasting features.
• Serve as the enterprise design authority for planning architecture, defining standards, and governance for the Adaptive Planning platform.

Skills and experience that will lead to success

• Extensive hands-on Adaptive Planning experience designing, building, and maintaining models, with a proven portfolio of successfully architected and delivered large scale, high impact Adaptive Planning projects.
• 7+ years of experience supporting FP&A, EPM, or enterprise planning platforms, including 5+ years of hands on Workday Adaptive Planning experience as an architect, lead administrator, or consultant.
• Deep expertise in data modeling, system integration, and performance optimization within a sophisticated enterprise environment.
• Deep functional knowledge across adaptive modeling, workforce planning, financial planning and forecasting, OfficeConnect, reporting and dashboards, security administration, and version management.
• Solid understanding of financial statements, FP&A processes, budgeting, forecasting, workforce planning, and scenario analysis.
• Advanced Excel and financial modeling skills.
• Bachelor’s degree or equivalent experience in Information Systems, Finance, Accounting, Business, Computer Science, or a related area of study.
• Workday Pro Adaptive Planning Certification preferred.
• Background and experience in Financial Planning and Analysis (FP&A) preferred.
• Familiarity with Workday ways of working. Experience integrating planning, ERP, HCM, and other financial systems strongly preferred.
• PMP, Agile, or related project management certification preferred.
• Demonstrated commitment to continuous learning and knowing the latest with emerging Adaptive Planning, FP&A, and AI capabilities.

Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.

Pay Transparency Laws:

The salary range for this position (intended for U.S. applicants) is $150k to $160k annually. The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.

This position is eligible to participate in one of Aon’s annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan.

Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon’s discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions.

Eligibility for benefits is governed by the applicable plan documents and policies.

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