Workday AMS Adaptive Planning Consultant

Kainos; United States; On-site; USD 80,000 - 120,000; Full time

Job summary

Kainos is seeking a Workday AMS Adaptive Planning Consultant to help clients transform their business planning needs. You will provide expertise in Adaptive Planning solutions, contributing to all phases of implementation projects across various industries.

The ideal candidate has financial management experience, strong communication skills, and the ability to work effectively in teams. Join Kainos and be part of a diverse team that values creativity and collaboration.

Qualifications

• Experience in budgeting, planning, and management reporting.
• Ability to design and build complex financial planning models.
• Experience with Adaptive Planning or similar systems.

Responsibilities

• Provide expertise on Adaptive Planning solutions.
• Contribute to all phases of implementation projects.
• Work with clients to understand their planning process.
• Investigate and recommend the best solutions.
• Assist clients in design sessions and decision making.
• Develop accurate forecasting and planning models.

Skills

Financial and/or management accounting experience

Advanced Excel skills

Strong communication skills

Consulting skills

Ability to work effectively within teams

Ability to execute tasks with limited supervision

Education

Bachelor's degree in Finance or Accounting or Business

Qualified accountant (CIMA/ACA/ACCA) or Part Qualified Accountant

Tools

Enterprise Performance Management (EPM) systems

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.

As a Workday AMS Adaptive Planning Consultant you’ll work in a team or independently helping our clients transform their business planning needs from a post‑production standpoint (budgeting, revenue, personnel, KPIs, quotas/capacity, territories, reporting & analytics) with the Adaptive Planning Business Planning Cloud. You will work as part of a delivery team supporting implementations for customers of all size, across multiple industries. You will be a specialist contributor within your team, providing mentorship to more junior team members.

Responsibilities

• Providing expertise on the Adaptive Planning solution – you will be expected to maintain proficiency and certification in the Adaptive Planning solution suite
• Contributing to implementation for our clients – you will contribute to 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
• Investigate and in consultation with the implementation lead, 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
• Assist in guiding 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
• Assist in the planning and delivery of 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
• Supporting our clients to ensure success – you will be communicating regularly, concisely, and clearly with clients to set proper expectations and ensure client success. You will also provide general customer service and assistance to clients and serve as the go‑to resource on all project related inquiries
• Collaborating internally – you will be sharing your learnings and problems solved with your colleagues

Minimum (essential) Requirements

• Financial and/or management accounting experience, particularly budgeting, planning and management reporting
• Exposure to designing and building complex financial planning models, with advanced Excel skills
• Experience implementing at least one Enterprise Performance Management (EPM) system (e.g., Adaptive Planning, Host Analytics, Anaplan, Oracle Hyperion)
• Strong communicator, able to communicate with customers and colleagues with impact, credibility and empathy, including in a remote working situation. Sound ability to formally present to senior client audiences
• We all work in teams here in Kainos – a proven ability of working effectively within teams and alongside customers whilst helping to foster an inclusive culture
• Ability to execute your individual tasks with limited supervision and manage your time effectively and record it accurately
• Ability to work to tight deadlines and make sensible decisions under pressure taking a balanced view of customer demands and project commercials
• Evident consulting skills e.g. presenting, leading workshops, demonstrating, and explaining complex functionality or solutions to customers
• Able to travel to customer sites in the same region (minimal out of region travel may also be required)

Desirable

• Bachelor’s degree in Finance or Accounting or Business
• Qualified accountant (CIMA/ACA/ACCA) or a Part Qualified Accountant with strong industry experience
• Previous consulting experience

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.