Workday Adaptive Planning Consultant

Skillsearch; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking an Adaptive Planning Consultant to revolutionize financial planning for businesses. In this pivotal role, you will leverage your expertise in Workday Adaptive Planning to guide organizations through implementations, enhance their budgeting and forecasting processes, and mentor junior team members. You will be instrumental in shaping best practices and ensuring that clients maximize their investments. This position offers the chance to work closely with stakeholders, deliver impactful solutions, and contribute to the growth of the business. If you are passionate about financial planning and looking to make a significant impact, this role is for you.

Qualifications

• Strong experience in budgeting, forecasting, and management reporting.
• Ability to design and build complex financial models in EPM systems.

Responsibilities

• Lead implementations of Workday Adaptive Planning for businesses.
• Train end users and ensure successful adoption of solutions.

Skills

Financial Planning & Modelling

Communication Skills

Project Management

Budgeting and Forecasting

Leadership & Mentoring

Agile Methodologies

Education

Finance, Accounting, or Business Degree

Tools

Workday Adaptive Planning

Anaplan

Oracle Hyperion

Excel

Job description

Are you an expert in financial planning and analytics, ready to help businesses optimise their planning processes?

As an Adaptive Planning Consultant, you will play a key role in transforming how organisations plan, forecast, and report. Whether working independently or as part of a specialist team, you will help businesses implement and optimise Workday Adaptive Planning, improving efficiency in budgeting, revenue forecasting, workforce planning, KPIs, and analytics.

You will not only lead successful implementations but also mentor junior team members, shape best practices, and provide expert guidance to ensure each organisation gets the most from its investment.

What You Will Do:

• Provide Workday Adaptive Planning Expertise – Maintain certification and stay up to date with the latest capabilities to deliver the best solutions.
• Lead Implementations – Guide businesses through all phases of Workday Adaptive Planning projects, including:
  • Assessing current planning processes and migrating legacy models into Workday Adaptive Planning.
  • Advising on the best solutions based on business needs, budget, and timelines.
  • Running design workshops and guiding stakeholders through configuration decisions.
  • Developing accurate, scalable forecasting and planning models.
  • Training end users to ensure successful adoption.
  • Delivering projects on time and within budget to maximise value.
• Ensure Long-Term Success – Build strong relationships, set clear expectations, and provide ongoing support to drive results.
• Share Knowledge & Best Practices – Contribute to internal learning and mentor junior consultants.
• Support Business Growth – Assist with pre-sales, estimating project delivery, and advising on solution feasibility.
• Develop and Manage Teams – If applicable, lead and mentor team members to enhance their skills and career progression.

What You Bring:

• Financial Planning & Modelling Expertise – Strong experience in budgeting, forecasting, and management reporting, with advanced Excel skills.
• EPM Implementation Experience – Ability to design and build complex financial models, ideally in an Enterprise Performance Management (EPM) system.
• Strong Communication & Consulting Skills – Proven ability to lead workshops, engage senior stakeholders, and translate complex financial models into actionable insights.
• Business & Technology Awareness – Understanding of financial processes, ERP systems, and industry trends that impact enterprise planning.
• Project Management & Delivery – Knowledge of agile methodologies and experience delivering projects successfully within tight deadlines.
• Leadership & Mentoring – Experience managing, coaching, or developing colleagues (if applicable).
• Flexibility & Travel – Willingness to visit client sites within your region when needed.

Additional Skills That Will Set You Apart:

• Experience with Workday Adaptive Planning, Anaplan, Oracle Hyperion, or similar EPM solutions.
• Finance, Accounting, or Business Degree (CIMA/ACA/ACCA preferred).
• Workday experience or certification.