Workday Adaptive Planning Engineer

Eliassen Group; Salt Lake City (UT); Hybrid; USD 90,000 - 103,000; Part time

Benefits offered by this job

Medical, dental, vision insurance

401(k) with company match

Life insurance

Job summary

Eliassen Group is seeking a Workday Adaptive Planning Engineer to design, build, and maintain financial planning solutions. The role collaborates with FP&A, Accounting, and Finance Systems to translate requirements into scalable Adaptive Planning models and to ensure data accuracy and timely updates.

The position supports hybrid work with onsite days in Rockville, MD and remote work as needed. W2 and corp-to-corp options are available, with benefits for W2 consultants including medical, dental,

Qualifications

• 3+ years configuring and maintaining Workday Adaptive Planning.
• Experience integrating Adaptive Planning with Workday Financials.
• Strong analytical and troubleshooting skills.

Responsibilities

• Design, configure, and maintain Workday Adaptive Planning models and sheets.
• Build data flows between Workday Financials and Adaptive Planning.
• Develop formulas, allocations, and modeled sheets for planning.
• Ensure data accuracy, refresh cadence, and reconciliation.
• Provide production support during planning cycles.
• Create dashboards and reports for plan vs actuals.

Skills

Workday Adaptive Planning

Model design

Data integration

Financial planning

Troubleshooting

Communication

Education

Bachelor’s degree in Finance/Accounting/IS

Tools

OfficeConnect

Adaptive Matrix

Workday Financials

Job description

Workday Adaptive Planning Engineer

Anywhere

Type: Contract

Category: ERP

Industry: Financial Services

Workplace Type: Remote

Standard Hours: Open

Description:

Hybrid 3 days onsite / 2 days remote in Rockville, MD

Our client is seeking a Workday Adaptive Planning Engineer to design, build, and maintain financial planning and forecasting solutions. The role partners with FP&A, Accounting, and Finance Systems to translate planning and budgeting requirements into scalable Adaptive Planning models. The engineer will own Adaptive Planning technical health, model design, integrations with Workday Financials, and data accuracy and timeliness across the organization.

We can facilitate w2 and corp-to-corp consultants. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance.

Rate: $65.00 to $75.00/hr. w2

Responsibilities:

• Demonstrate FINRA values while collaborating in-person and virtually to support investor protection and market integrity.
• Design, configure, and maintain Workday Adaptive Planning models, sheets, and dimensions for budgeting, forecasting, and long-range planning.
• Build and maintain data flows between Workday Financials and Adaptive Planning to ensure accurate and reliable actuals loading.
• Develop and optimize formulas, calculated accounts, allocations, and modeled sheets with performance and maintainability in mind.
• Own data accuracy, refresh cadence, and reconciliation. Identify and resolve data discrepancies across source systems and Adaptive.
• Partner with FP&A to translate planning requirements into scalable model designs with clear options and tradeoffs.
• Configure and maintain security, user access, and workflow within Adaptive Planning.
• Assess and test impacts of Workday and Adaptive semi-annual releases. Maintain regression testing for models and integrations.
• Build dashboards and reports to provide visibility into plan versus actuals and forecast accuracy.
• Document model design, data flows, and configuration to support continuity and knowledge transfer.
• Provide production support during planning cycles, including month-end and budget season.

Experience Requirements:

• 3+ years configuring and maintaining Workday Adaptive Planning, including 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 actuals loading and reconciliation.
• Working knowledge of Workday Financials data model including ledger accounts, worktags, and company or cost center structures.
• Reporting experience with OfficeConnect and Adaptive Matrix reporting and dashboards.
• Strong analytical and troubleshooting skills with ability to trace data issues to root cause across systems.
• Clear communication skills to translate stakeholder requirements into technical solutions and articulate tradeoffs.
• Experience supporting planning models through peak cycles such as budget season, forecast refreshes, and month-end.
• Preferred: Workday Adaptive Planning Pro Certification.
• Preferred: Workday Finance Pro Certification or equivalent experience, especially FDM and Projects.
• Preferred: Experience with Adaptive CCL, Workday integrations (EIBs, Core Connectors), Workday Studio or Extend.
• Preferred: Experience in regulated or financial-services environments and exposure to data governance and controls.

Education Requirements:

• Bachelor’s degree in Finance, Accounting, Information Systems, or related field, or equivalent experience.

Recruitment Transparency Notice

Eliassen Group values transparency in our recruitment practices. Please be advised that Eliassen Group utilizes artificial intelligence (AI) tools as part of its initial application screening and hiring process. You may receive email and SMS notifications from the Eliassen Virtual Recruiting Team ([e-mail], 781-808-2924) inviting you to complete a brief voice screening as part of your application process. These tools assist our hiring teams in different ways, including but not limited to, assistance in reviewing application materials to help identify candidates whose qualifications most closely match the requirements of the position. All AI-assisted evaluations and responses are reviewed by human recruiters before any hiring decisions are made. The use of AI in our process is intended to support fairness, efficiency, and consistency, and Eliassen Group takes measures to prevent bias or discrimination in connection with its hiring practices. By proceeding, you acknowledge, agree, and consent to Eliassen Group’s use of these tools, including AI tools, as part of the application and hiring process.

Skills, experience, and other compensable factors will be considered when determining pay rate. The pay range provided in this posting reflects a W2 hourly rate; other employment options may be available that may result in pay outside of the provided range.

W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality.

If anyone reaches out to you about an open position connected with Eliassen Group, please ensure that you are working directly with us by confirming the following:

When you work with Eliassen Group, all email communication will come from an Eliassen.com address, never Gmail, Yahoo, etc.

Eliassen Group will never ask you for personal information (home address, bank account, or check routing number) until you have worked with someone clearly associated with Eliassen Group.

If you have any indication of fraudulent activity, please contact [e-mail].

About Eliassen Group:

Eliassen Group is a strategic consulting firm that helps organizations reach further and achieve more through our technology, business advisory, and life sciences solutions. For nearly 40 years, we have combined exceptional people, deep domain expertise, and intelligent capabilities to expand our clients’ capacity and accelerate meaningful outcomes. We are driven by a purpose to positively impact the lives of our employees, clients, consultants, and the communities we serve.

Eliassen is committed to building a diverse and inclusive team from a variety of backgrounds, perspectives, and skills. We are an Equal Opportunity and Affluent Action Employer and all employment decisions are based on merit, performance, and business needs. Eliassen does not discriminate on the basis of race, color, gender identity or expression, sexual preference or orientation, sex (including pregnancy, childbirth, and related medical conditions), marital status, creed, religion, physical or mental disability, genetic information, military or veteran status, age, ancestry, national origin, citizenship status, prohibited criminal record inquiries of applicants and employees, or any other category protected by federal, state, or local laws.

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