Workday Adaptive Planning Consultant

The Squires Group; Washington (District of Columbia); Remote; USD 138,000 - 248,000; Full time

Benefits offered by this job

PTO

Medical, dental, and vision coverage

Life insurance

Long-term disability insurance

401(k) plan

Job summary

The Squires Group is seeking an experienced Workday Adaptive Planning Consultant to support a budgeting transformation for a client. This remote, client-facing role will partner with finance leaders to redesign and optimize an existing Adaptive Planning environment.

The engagement focuses on improving planning models, budgeting processes, and maximizing value from an already-deployed solution, with occasional travel for meetings about once per month.

Qualifications

• Active Workday Adaptive Planning Certification required.
• 5+ years of consulting or industry experience with Workday Adaptive Planning or similar EPM.
• 2+ years leading Adaptive Planning workstreams and at least two implementations or optimizations.

Responsibilities

• Partner with client stakeholders to redesign Workday Adaptive Planning solutions.
• Lead Adaptive Planning workstreams for budgeting, forecasting, and financial planning optimization.
• Design and enhance complex Adaptive Planning models for accuracy.
• Translate requirements into scalable planning solutions and best practices.
• Facilitate workshops with finance and business leaders.
• Configure, test, validate, and deploy enhancements.
• Support UAT, knowledge transfer, and client adoption.
• Provide guidance on Enterprise Performance Management processes.
• Mentor junior team members and contribute to project success.

Skills

Stakeholder management

Communication

Travel willing

Education

Bachelor's degree or equivalent

Tools

Workday Adaptive Planning Certification

Job description

Overview

The Squires Group is seeking an experienced Workday Adaptive Planning Consultant to support a strategic budgeting transformation initiative for our client. This is a client-facing consulting role where you'll partner directly with finance leaders and key stakeholders to redesign, optimize, and enhance an existing Workday Adaptive Planning environment.

Rather than a traditional implementation, this engagement focuses on improving planning models, streamlining budgeting processes, and maximizing the value of an already-deployed Adaptive Planning solution.

This is a remote position with occasional travel (approximately once per month) for client meetings. The initial engagement is expected to last approximately six months, with the potential for extension.

Responsibilities

• Partner with client stakeholders to assess and redesign existing Workday Adaptive Planning solutions.
• Lead Adaptive Planning workstreams focused on budgeting, forecasting, and financial planning optimization.
• Design, build, and enhance complex Adaptive Planning models to improve business performance and planning accuracy.
• Translate business requirements into scalable planning solutions and recommend best practices.
• Facilitate workshops and working sessions with finance and business leaders.
• Configure, test, validate, and deploy Adaptive Planning enhancements.
• Support user acceptance testing, knowledge transfer, and client adoption.
• Provide strategic guidance around Enterprise Performance Management (EPM) processes and planning best practices.
• Mentor junior team members when appropriate and contribute to project success through collaboration and thought leadership.

Qualifications

• Active Workday Adaptive Planning Certification.
• 5+ years of consulting or industry experience implementing Workday Adaptive Planning or similar Enterprise Performance Management (EPM) solutions.
• 2+ years leading Adaptive Planning or EPM workstreams.
• Experience leading at least two Workday Adaptive Planning (or similar EPM) implementations or optimization engagements.
• Strong experience designing and developing Adaptive Planning models, including complex modeling and planning scenarios.
• Bachelor's degree or equivalent professional experience.
• Excellent communication and stakeholder management skills with experience working directly with client leadership.
• Ability to travel periodically as project needs require.

Preferred Qualifications

• Higher Education industry experience strongly preferred.
• Advanced degree in Finance, Accounting, Information Systems, Business, or a related field.
• Functional expertise in financial planning, budgeting, forecasting, and Enterprise Performance Management processes.
• Experience gathering business requirements, solution design, testing, training, deployment, and post-production support.
• Prior experience mentoring consultants or leading project teams.
• Experience with reporting and dashboards is beneficial; however, deep Adaptive Planning modeling expertise is the highest priority.

• W2 Hourly rate starts at $100+/hour. Pay rates are based on experience and qualifications, and are subject to change at any time.
• Benefits vary by compensation type and may include paid time off (PTO), medical, dental, and vision coverage, life insurance, long-term disability insurance, a 401(k) plan, and additional optional benefits.

4 Reasons to Join The Squires Group, Inc.:

1. Our Commitment to You - We offer competitive pay, multi-year projects, and a list of exciting clients.

2. Work-Life Balance - We work hard; we work smart and have quality time for family and "life."

3. Golden Rule - We treat our consultants the way we want to be treated: with integrity, professionalism, and trust.

4. We Care About You – We help you meet your career goals and continuously support your efforts in the field.

The Squires Group, Inc. is an Equal Opportunity/Affirmative Action Employer.