Workday Adaptive Planning Engineer

Software Guidance & Assistance, Inc. (SGA, Inc.); Rockville (MD); Remote; USD 110,000 - 150,000; Part time

Job summary

Software Guidance & Assistance, Inc. (SGA, Inc.) is seeking a Workday Adaptive Planning Engineer for a CONTRACT role that is fully remote.

You will design, build, and maintain financial planning solutions on Workday Adaptive Planning, collaborating with FP&A, Accounting, and Finance Systems to translate budgeting requirements into scalable models. The role owns the technical health of the Adaptive Planning environment, including model design, data integrations with Workday Financials, and the

Qualifications

• 3+ years configuring Workday Adaptive Planning (models, sheets, dimensions, formulas, and allocations).
• Strong understanding of financial planning, budgeting, and forecasting processes.
• Experience integrating Adaptive Planning with Workday Financials or other systems.
• Knowledge of Workday Financials data model and mapping to planning models.

Responsibilities

• Design, configure, and maintain Workday Adaptive Planning models, sheets, and dimensions.
• Build data flows between Workday Financials and Adaptive Planning with reliable actuals loads.
• Develop formulas, allocations, and modeled sheets for scalable planning.
• Ensure data accuracy, cadence, and reconciliation across sources.
• Partner with FP&A to translate requirements into model designs and options.
• Configure security, user access, and workflow in Adaptive Planning.
• Support testing and regression for releases; maintain dashboards for plan vs actuals.
• Document model design and data flows for knowledge transfer.
• Provide production support during budgeting and forecasting cycles.

Skills

Workday Adaptive Planning

Model design

Data integrations

Forecasting

Finance systems

Education

Bachelor's degree in Finance, Accounting, Information Systems, or related field

Tools

Office Connect

Adaptive Matrix

Workday Studio

Workday integrations (EIBs/Core Connectors)

Job description

Software Guidance & Assistance, Inc., (SGA), is searching for a Workday Adaptive Planning Engineer for a CONTRACT assignment with one of our premier Regulatory clients. This position is fully remote.

Seeking a Workday Adaptive Planning Engineer to design, build, and maintain financial planning and forecasting solutions on Workday Adaptive Planning. This role partners closely with Financial Planning & Analysis (FP&A), Accounting, and the broader Finance Systems team to translate planning and budgeting requirements into scalable, well-governed Adaptive Planning models. The engineer owns the technical health of the Adaptive Planning environment, including model design, data integrations with Workday Financials, and the accuracy and timeliness of planning data used across the organization.

Responsibilities

• Design, configure, and maintain Workday Adaptive Planning models, sheets, and dimensions to support budgeting, forecasting, and long-range planning.
• Build and maintain the data flow between Workday Financials and Adaptive Planning, ensuring actuals load accurately and on a reliable schedule.
• Develop and optimize formulas, calculated accounts, allocations, and modeled sheets while keeping models performant and maintainable.
• Own the accuracy, refresh cadence, and reconciliation of planning data; proactively identify and resolve data discrepancies between source systems and Adaptive.
• Partner with FP&A to translate planning requirements into model design, presenting options and tradeoffs rather than one-off fixes.
• Configure and maintain security, user access, and workflow within Adaptive Planning.
• Assess and test the impact of Workday and Adaptive semi-annual releases; maintain a regression testing approach for planning models and integrations.
• Build dashboards and reports that give finance stakeholders visibility into plan vs. actuals and forecast accuracy.
• Document model design, data flows, and configuration to support team continuity and knowledge transfer.
• Provide production support for planning cycles, including month-end and budget-season peak periods.
• Demonstration of the firm's values.
• Collaboration, both in-person and virtually, in furtherance of the firm's mission of investor protection and market integrity.

Required Skills

• Bachelor's degree in Finance, Accounting, Information Systems, or a related field (or equivalent experience).
• 3+ years of hands‑on experience configuring and maintaining Workday Adaptive Planning (model design, sheets, dimensions, formulas, and allocations).
• Solid understanding of financial planning, budgeting, and forecasting processes.
• Experience integrating Adaptive Planning with Workday Financials or other systems, including loading and reconciling actuals.
• Working knowledge of the Workday Financials data model (ledger accounts, worktags, company/cost center structures) and how it maps into planning models.
• Experience with Office Connect and Adaptive Matrix reporting/dashboarding.
• Strong analytical and troubleshooting skills, with the ability to trace data issues to root cause across systems.
• Ability to translate finance stakeholder requirements into technical solutions and communicate tradeoffs clearly.
• Experience supporting planning models through peak cycles (budget season, forecast refreshes, month-end).

Preferred Skills

• Workday Adaptive Planning Pro Certification and/or equivalent Workday Finance experience (specifically in FDM and Projects)
• Experience with Adaptive CCL (Custom Cloud Loader).
• Experience with Workday integrations (EIBs, Core Connectors) supporting planning data.
• Prior experience in a regulated or financial-services environment.
• Exposure to data governance and controls for financial planning data.
• Experience with Workday Studio or Workday Extend.

SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at https://sgainc.com/ .

SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company EEO page to request an accommodation or assistance regarding our policy.