Workday Financial Planning Analyst

Florida Polytechnic University; United States; On-site; USD 80,000 - 85,000; Full time

Benefits offered by this job

Health benefits

Retirement plans

Paid time off

Job summary

Florida Polytechnic University seeks a Workday Financial Planning Analyst to architect and maintain the adaptive planning environment, building dashboards and driver-based models for budgeting and forecasting. This role blends deep Workday expertise with strong financial acumen and stakeholder communication.

Responsibilities include leading the annual budget cycle, delivering variance analyses, and advancing AI-assisted planning while ensuring data governance and smooth integrations with Workday

Qualifications

• Bachelor’s degree and 4+ years in financial planning, budgeting, or FP&A.
• Experience with Workday Adaptive Planning or similar ERP/CPM platforms (Anaplan, Vena, Planful, OneStream).
• Proven ability to build models, dashboards, and leadership-ready reports.
• Experience delivering end-user training or change management.

Responsibilities

• Architect and maintain financial planning models and interactive dashboards.
• Lead annual operating budget process with drivers and scenarios.
• Publish monthly/variance reports with clear narratives for leaders.
• Collaborate with divisional leaders, HR, IT on Adaptive Planning matters.
• Pilot AI tools for automated variance commentary and forecasting.
• Ensure data governance and successful system integrations.

Skills

Workday Adaptive Planning

Financial Modeling

Dashboard Development

Data Analysis

Stakeholder Management

AI in FP&A

Education

Bachelor’s degree in Finance, Accounting, Business Administration, Information Systems, or related field

Tools

Workday Adaptive Planning

Tableau

Power BI

Job description

Make a difference at one of Florida’s premier institutions for education in science, technology, engineering, and math (STEM). Florida Polytechnic University, ranked the No. 1 public college in the region by U.S. News and World Report, offers a unique working environment that encourages faculty and staff to be part of a culture that prizes collaboration, innovation, and the willingness to go above and beyond to ensure our students and University succeed. Florida Poly offers a small campus academic environment where students form connections with their faculty and peers as they pursue high-value degrees in engineering and applied sciences. The University is equipped with cutting-edge facilities and equipment and two award-winning, architecturally distinct academic buildings. Its evolving curriculum, designed to meet the needs of industry and provide a life-long educational foundation for students, has helped the institution grow in prominence since its opening in 2014. Florida Poly’s deliberately small classes, affordability, and outstanding graduate outcomes have helped it earn recognitions such as being named a top value school, in the top 25 nationally for affordability, and in the top five best universities in the South for tech students. Accredited by ABET and SACSCOC, Florida Poly is educating some of the brightest minds in Florida and attracting standout talent from across the nation.

JOB TITLE

Workday Financial Planning Analyst

JOB DESCRIPTION SUMMARY

The Workday Financial Planning Analyst serves as the University’s primary technical and functional subject matter expert for Workday Adaptive Planning. This position is responsible for architecting, building, and maintaining the financial planning infrastructure that drives institutional budgeting, forecasting, and decision-making. The analyst designs and owns interactive dashboards, driver-based financial models, and automated reporting pipelines within Workday Adaptive Planning transforming complex financial data into clear, actionable intelligence for leadership and stakeholders across the University. The role bridges deep technical Workday expertise with strong financial acumen, stakeholder communication, and a commitment to staying at the forefront of agentic AI and emerging FP&A technology. This position reports to the University Controller.

RESPONSIBILITIES

• Workday Adaptive Planning Architecture & Dashboard Development: Build and maintain financial models, reports, driver-based budget templates, and interactive dashboards. Configure dimensions, levels, accounts, assumptions, and versions. Use Elastic Hypercube Technology (Workday/Adaptive) for multi-scenario modeling across departments, divisions, and cost centers. Deliver self-service dashboards and Office Connect reports covering KPIs, budget vs. actuals, and rolling forecasts.
• 25% Financial Modeling & Forecasting: Own the annual operating budget process compiling direction from the University’s leadership team on revenue and expense projections as well as strategic need. Build what-if scenarios using external drivers such as inflation, enrollment, interest rates, and labor costs. Manage the full forecast cycle from data intake through model refresh to leadership presentation, using real-time integrations and automated recalculation to improve accuracy and speed decisions.
• 20% Data Analysis & Reporting: Publish monthly and ad hoc budget-to-actual variance reports with plain-language narratives. Build matrix and tabular reports, dashboards, and board-ready financial packages. Translate complex results into clear takeaways for non-financial audiences. Maintain data integrity across Workday reporting structures, including GL integrations and chart-of-accounts alignment.
• 15% Stakeholder Communication & Partnership: Serve as primary liaison to divisional leaders, budget managers, HR, and IT on all Adaptive Planning matters. Turn model outputs into business narratives that support decision-making. Manage budget cycle communications — timelines, submission deadlines, variance reviews. Present results and scenarios to the Controller, CFO, and senior administrators.
• 15% Stakeholder Training & Change Management: Deliver Adaptive Planning training for budget managers and departmental users university-wide. Create role-specific guides, video walkthroughs, and quick reference cards; run hands-on workshops and one-on-one coaching. Keep the training library current with platform updates and drive adoption of data-driven planning.
• 10% Agentic AI & Emerging Technology Innovation: Evaluate emerging Adaptive Planning capabilities, including the Workday Planning Agent, Illuminate AI, Intelligent Variance Analysis, and conversational analytics. Pilot AI tools that automate variance commentary, predictive forecasting, and self-service data access. Track the broader agentic AI landscape and bring recommendations to the Controller. Advance responsible AI adoption with governance, auditability, and human oversight.
• 10% System Integration & Data Governance: Manage integrations between Adaptive Planning and source systems, including Workday HCM and Financials. Ensure reliable data flows for headcount planning, GL trial balance consolidation, and actuals loading. Maintain version control, audit trails, and governance standards across all planning models. Coordinate with IT and the Workday system administrator on upgrades, feature releases, and integration health.
• 5% Minimum Qualifications: Bachelor’s degree in Finance, Accounting, Business Administration, Information Systems, or a related field Minimum 4 years of experience in financial planning, budgeting Demonstrated hands-on experience with Workday Adaptive Planning or a comparable ERP/CPM platform (Anaplan, Vena, Planful, OneStream) Experience building financial models, dashboards, and reports for leadership audiences Experience delivering end-user training or change management programs In lieu of a degree, any appropriate combination of relevant education, experience, and/or certifications may be considered.
• Preferred Qualifications: Workday Adaptive Planning certification (Pro or Specialist level) Experience in a higher education or public sector finance environment Familiarity with Workday Financials and/or Workday HCM Experience with agentic AI tools, LLM-based analytics, or AI-powered FP&A platforms CPA, CMA, or FP&A certification (AFP) Experience with data visualization tools such as Tableau, Power BI, or equivalet Knowledge, Skills, & Abilities:

KNOWLEDGE, SKILLS, & ABILITIES

Workday Technical Expertise Hands-on proficiency with Workday Adaptive Planning including model building, dimension configuration, sheet design, and dashboard development Ability to build driver-based models, rolling forecasts, and multi-version budget structures within Adaptive Planning Experience creating Workday reports, and visual dashboards for executive audiences Understanding of Workday Adaptive Planning’s Elastic Hypercube Technology (EHT) and in-memory calculation architecture Familiarity with Workday Financials and/or Workday HCM for integration and data sourcing purposes Financial Modeling & Analytical Skills Deep expertise in financial planning, budgeting, forecasting, and variance analysis Ability to build complex, multi-scenario models incorporating both internal drivers and external macroeconomic variables Proficiency in root cause analysis, trend identification, and translating quantitative findings into plain-language narratives Strong working knowledge of GAAP, fund accounting principles, and higher education budget structures (preferred) Communication & Stakeholder Management Proven ability to communicate complex financial data clearly and concisely to audiences ranging from budget managers to senior executives Experience facilitating cross-functional budget reviews, planning workshops, and training sessions Skilled in creating professional presentations, data visualizations, and board-ready financial packages Agentic AI & Technology Literacy Demonstrated curiosity and commitment to staying current with AI developments relevant to finance and FP&A, including agentic AI systems, large language models (LLMs), and AI-powered planning tools Understanding of Workday’s AI roadmap including Planning Agent, Workday Illuminate, and Ask Workday capabilities Ability to critically evaluate AI tools for accuracy, auditability, and governance before institutional adoption Comfort with piloting and iterating on emerging technology in a live production environment

REQUIRED LICENSES, CERTIFICATIONS, AND/OR OTHER SPECIFIC REQUIREMENTS OF LAW

Must possess a valid driver’s license. This position requires a criminal background check, which may include a Level II screening as required by Florida Statute §435.04. This position is subject to federal and state privacy regulations.

NORMAL WORK SCHEDULE

This position is exempt/salary exempt. The normal work schedule is Monday - Friday, 8:00 a.m.-5:00 p.m. However, occasional overtime (weekends and evenings) may be required.

TARGET HIRING SALARY

$80,000 - $85,000, commensurate with experience.

LOCATION/WORK MODEL

Full-time/On-site

DIVERSITY STATEMENT

Florida Polytechnic University is an equal opportunity/equal access institution. It is the policy of the Board of Trustees to provide equal opportunity for employment and educational opportunities to all (including applicants for employment, employees, applicants for admission, students, and others affiliated with the University) without regard to race, color, national origin, ethnicity, sex, religion, age, disability, sexual orientation, marital status, veteran status or genetic information. Employment is contingent upon eligibility to work in the US. An appointment is not final until proof is provided.

Florida Poly qualified employees have the opportunity to take advantage of a variety of health benefits (through the State of Florida) to help meet their specific needs, as well as the needs of their family. This comprehensive coverage includes flexible spending accounts, medical and life insurance, and worker's compensation. Health benefits are administered through People First, on behalf of the State of Florida, as pre-tax insurance plans. People First handles all new hire enrollments, coverage changes, premium administration, and dependent eligibility. Their Service Center is staffed Monday through Friday, from 8 a.m.-6 p.m. EST, at 1-866-663-4735.

RETIREMENT Florida Poly offers great options for retirement. From the required selection of a state plan to additional voluntary retirement plans, our employees have many opportunities to save and prepare for their future.

OTHER BENEFITS Discounts & Perks Annual Leave To help promote work-life balance, Florida Poly provides a generous leave program, which includes paid time off and paid holidays. Qualified employees may accrue 22 days of annual leave. In addition, the University observes the holidays listed in our University Holidays policy FPU-1.008. Sick Leave Qualified employees may also accrue 12 days of annual sick leave and participate in our Sick Pool Program. Employee Assistant Program (EAP) EXPLORE LAKELAND FLORIDA Conveniently located along I-4 between Tampa and Orlando, Lakeland is home to Florida Polytechnic University and many other businesses and attractions.

Florida Polytechnic University is an equal opportunity/equal access institution. It is the policy of the Board of Trustees to provide equal opportunity for employment and educational opportunities to all (including applicants for employment, employees, applicants for admission, students, and others affiliated with the University) without regard to race, color, national origin, ethnicity, sex, religion, age, disability, sexual orientation, marital status, veteran status or genetic information. Florida’s only public university for engineering and technology dedicated to science, technology, engineering and mathematics (STEM) was created to be both a rigorous academic institution and a powerful resource for high-tech industries. Florida Polytechnic University is committed to providing equal employment opportunities for all faculty, staff and applicants, including those with disabilities. Consistent with its obligations under Section 504 of the Rehabilitation Act of 1973, the Americans with Disabilities Act of 1990, the Americans with Disabilities Amendments Act of 2008, and all other federal and state laws and regulations prohibiting discrimination on the basis of disability. The university provides reasonable workplace accommodations to qualified employees and applicants with disabilities. Applicants requesting disability accommodations should contact the Human Resources Department at Florida Polytechnic University. If you have any questions or need assistance, please email [e-mail] or call [phone] during regular business hours. Florida Polytechnic University is an equal opportunity/equal access institution. It is the policy of the Board of Trustees to provide equal opportunity for employment and educational opportunities to all (including applicants for employment, employees, applicants for admission, students, and others affiliated with the University) without regard to race, color, national origin, ethnicity, sex, religion, age, disability, sexual orientation, marital status, veteran status or genetic information. To report sex discrimination, including sexual harassment under Title IX please contact our Title IX Coordinator, 4700 Research Way, ASC East, Lakeland, FL 33805, email: [e-mail], call: 863-874-8484, or our online report form.