Workday Adaptive Planning Specialist - Financial Modeling

Infinite Resource Solutions, LLC; United States; Remote; USD 90,000 - 130,000; Full time

Job summary

Infinite Resource Solutions, LLC seeks an experienced FP&A professional to administer Workday Adaptive Planning, build dashboards, and ensure data integrity between ERP and planning systems. You will collaborate with Accounting and IT, train users, and drive budgeting and profitability reporting across brands or corporate functions.

The role requires 3–5 years of related experience, a bachelor’s in accounting/finance, and strong analytical, modeling, and communication skills.

Qualifications

• Bachelor’s degree in accounting, finance, business or math.
• Hands-on with Workday Adaptive Planning: report building, dashboards, model admin.
• MBA preferred; CPA or similar qualification is a plus.
• 3–5 years of related experience.
• Strong knowledge of finance/processes and statements analysis.
• Ability to model financial outcomes using spreadsheets.
• Experience with relational databases and report writing.
• Familiarity with Workday ERP data integrity across systems.
• OfficeConnect or similar reporting tools a plus.
• Strong presentation, verbal and written skills.
• Self-motivated, good PM skills, able to multi-task.

Responsibilities

• Administer and maintain Workday Adaptive Planning models with version control.
• Develop dashboards, OfficeConnect reports, and templates within Adaptive Insights.
• Ensure data integrity between Workday ERP and Adaptive Planning via reconciliation.
• Collaborate with Accounting and IT to align hierarchies and reporting.
• Train and support end users on Adaptive Insights reporting and planning templates.
• Lead budgeting and profitability reporting for brand or functions.
• Provide analytical support on cost drivers, market dynamics, and competitive info.
• Oversee reporting in Adaptive Insights and MS Excel.
• Participate in process improvements and automation.
• Serve as key contributor to annual budget process.
• Assist in monthly close package and reporting requirements.
• Perform ad hoc reporting and analysis.
• Develop and deliver analytical reporting in Adaptive Insights and Excel.

Skills

Analytical thinking

Communication skills

Project management

Problem solving

Attention to detail

Self-motivation

Team collaboration

Education

Bachelor's degree in Accounting/Finance/Business

MBA

CPA or professional qualification

Tools

Workday Adaptive Planning (Adaptive Insights)

OfficeConnect

Relational databases

Financial modeling

Excel

Job description

Infinite Resource Solutions, LLC seeks an experienced FP&A professional to administer Workday Adaptive Planning, build dashboards, and ensure data integrity between ERP and planning systems. You will collaborate with Accounting and IT, train users, and drive budgeting and profitability reporting across brands or corporate functions.

The role requires 3–5 years of related experience, a bachelor’s in accounting/finance, and strong analytical, modeling, and communication skills.