Workday Adaptive Planning Architect

kognitivinc; United States; Remote; USD 90,000 - 130,000; Full time

Job summary

kognitivinc in the United States seeks a hands-on FP&A consultant to design and deliver cloud-based planning solutions for enterprise clients. You will lead engagements from discovery through model design, security setup, and reporting configuration, ensuring scalable, secure planning environments that integrate with data sources.

You will connect financial and workforce data to planning models, mentor developing consultants, and manage several concurrent initiatives, including phased

Qualifications

• At least two years of practical experience with planning platform implementations, application support, or internal client-side leadership.
• Strong experience in at least two areas: model and sheet design, reporting and OfficeConnect, platform security, or native integrations.
• Working knowledge of custom reporting and how financial or human resources data feeds planning models.
• Ability to lead multiple client projects independently, including rollout phases and complex ongoing initiatives.
• Work authorization in the country of employment that does not require current or future visa sponsorship.

Responsibilities

• Lead client engagements from requirements discovery through model and sheet design, security configuration, and reporting setup.
• Connect financial and workforce data to planning models using reporting and integration capabilities.
• Facilitate client discussions to understand business needs and recommend scalable planning designs.
• Improve existing planning environments and address complex modeling challenges.
• Review project deliverables, share implementation practices, and mentor developing consultants.
• Manage several concurrent client initiatives, including phased deployments and post-launch work.

Skills

Planning platform implementations

Client leadership

Data integration

Tools

OfficeConnect

Reporting tools

Job description

Role overview

Design and deliver financial planning and analysis solutions using a cloud planning platform for enterprise clients. The role spans new implementations and ongoing optimization, from discovery and model design through reporting, security, integrations, and support for complex client needs.

Responsibilities

• Lead client engagements from requirements discovery through model and sheet design, security configuration, and reporting setup.
• Connect financial and workforce data to planning models using reporting and integration capabilities.
• Facilitate client discussions to understand business needs and recommend scalable planning designs.
• Improve existing planning environments and address complex modeling challenges.
• Review project deliverables, share implementation practices, and mentor developing consultants.
• Manage several concurrent client initiatives, including phased deployments and post-launch work.

Requirements

• At least two years of practical experience with planning platform implementations, application support, or internal client-side leadership.
• Strong experience in at least two of these areas: model and sheet design, reporting and OfficeConnect, platform security, or native integrations.
• Working knowledge of custom reporting and how financial or human resources data feeds planning models.
• Ability to lead multiple client projects independently, including rollout phases and complex ongoing initiatives.
• Work authorization in the country of employment that does not require current or future visa sponsorship.