Workday Adaptive Planning Manager

Kainos; United States; On-site; USD 150,000 - 200,000; Full time

Job summary

Kainos is seeking a Senior Adaptive Planning Consultant/Manager to lead the delivery of Workday Adaptive Planning projects across industries. You will mentor a consulting team, manage client engagements, and ensure successful on-time and on-budget implementations.

Ideal candidates have 10+ years in accounting/finance, hands-on EPM deployment experience, and strong leadership, communication, and Excel modeling skills. This role sits in our Adaptive Planning Professional Services group.

Qualifications

• Bachelor’s degree in Finance or Accounting or Business required.
• 10+ years of accounting/financial management experience preferred.
• 2–4 years of experience implementing an Enterprise Performance Management system (e.g., Adaptive Planning, Host Analytics, Anaplan, Oracle Hyperion) preferred.
• Advanced or expert proficiency in Excel for complex financial planning models.
• Experience as a people manager and strong communication skills.
• Aptitude for learning new technologies and great analytical/problem-solving abilities.
• Ability to manage multiple projects and deadlines in a fast-paced environment.
• Previous consulting experience is ideal.

Responsibilities

• Lead all phases of Adaptive Planning implementation projects across client organizations.
• Manage and mentor the Consulting team; set and review goals; provide feedback.
• Collaborate with clients to understand requirements and design adaptive planning solutions.
• Develop and configure forecasting and planning models in Adaptive Planning.
• Plan and conduct user training and document models and reporting.
• Ensure projects are delivered on time and within budget and communicate with stakeholders.

Skills

Budgeting & planning

People management

Excel modeling

Communication skills

Analytical thinking

Project management

Consulting experience

Financial reporting

Learning agility

Stakeholder management

Education

Finance or Accounting degree

Tools

Excel

Job description

Join Kainos and Shape the Future

At Kainos, we’re problem solvers, innovators, and collaborators - driven by a shared mission to create real impact. Whether we’re transforming digital services for millions, delivering cutting-edge Workday solutions, or pushing the boundaries of technology, we do it together.

We believe in a people-first culture, where your ideas are valued, your growth is supported, and your contributions truly make a difference. Here, you’ll be part of a diverse, ambitious team that celebrates creativity and collaboration.

Ready to make your mark? Join us and be part of something bigger.

Kainos is a leading partner of Workday. This position is Manager on our Adaptive Planning Professional Services team, who help our clients transform their business planning needs (budgeting, revenue, personnel, KPIs, quotas/capacity, territories, reporting & analytics) with Workday Adaptive Planning. You will work as a leader of a delivery team responsible for implementations for customers of all sizes, across multiple industries. You’ll be an expert in your field, using your technical and professional expertise to mentor and guide your team members, and building and improving Adaptive Planning knowledge in Kainos and the Workday community.

You will be expected to spend much of your time acting as a Senior Adaptive Planning consultant:

• Maintain proficiency and certification in the Adaptive Planning application
• Lead all phases of Adaptive Planning implementation projects, including:
• Work with clients to understand their current planning process, and take a consultative approach to move legacy models into Adaptive Planning
• Leverage your expertise to recommend the best solution based on the client’s requirements, budget, and timeframe, with the flexibility to adapt the scope as additional needs are identified
• Guide clients through facilitated design sessions and configuration decisions based on best practices and an understanding of each client’s unique business requirements at all stages of the project
• Develop and configure accurate forecasting and planning models in Adaptive Planning to meet clients’ business needs
• Plan and conduct training sessions for users
• Document the planning models and reporting delivered to clients
• Ensure rapid time to value through delivering engagements on time and budget
• Communicate regularly, concisely, and clearly with customers and internal project teams to set proper expectations and ensure customer success
• Provide general customer service and assistance to customers and serve as the go-to resource on all project related inquiries
• You will also be expected to manage direct reports on the Consulting team:
• Set, review, and refine your and your team’s goals to be aligned with Kainos company goals; provide support so that your and your team’s goals can be achieved
• Ensure all team members receive regular and constructive feedback
• Have accountability for staffing and on-boarding of new team members
• Act as a role model to other consultants; mentor more junior consultants
• Review performance against goals and provide feedback on a timely fashion
• Be responsible and aware of your team’s utilization; review weekly workload forecasting (staff allocations and timesheet checks) and utilization
• Be actively involved in recruitment/interviews
• Collaborate internally to share learnings and problems solved

Minimum (essential) Requirements

• Bachelor’s degree in Finance or Accounting or Business required
• 10+ years’ experience in accounting/financial management – particularly budgeting and planning and management reporting – preferred
• 2 - 4 years' experience implementing at least one Enterprise Performance Management (EPM) system (e.g., Adaptive Planning, Host Analytics, Anaplan, Oracle Hyperion) preferred
• Advanced or expert proficiency in Excel, in particular designing and building complex financial planning models
• Experience as a people manager
• Excellent written and verbal communication skills
• Aptitude for learning new technologies
• Excellent analytical and problem-solving skills
• Ability to handle a variety of different projects simultaneously and capable of managing multiple deadlines
• Organized, thorough, process-driven
• Previous consulting experience is ideal

Embracing our differences

At Kainos, we believe in the power of diversity, equity and inclusion. We are committed to building a team that is as diverse as the world we live in, where everyone is valued, respected, and given an equal chance to thrive. We actively seek out talented people from all backgrounds, regardless of age, race, ethnicity, gender, sexual orientation, religion, disability, or any other characteristic that makes them who they are. We also believe every candidate deserves a level playing field.

Our friendly talent acquisition team is here to support you every step of the way, so if you require any accommodations or adjustments, we encourage you to reach out.

We understand that everyone's journey is different, and by having a private conversation we can ensure that our recruitment process is tailored to your needs.