Workday Adaptive Planning Principal Consultant

Key Responsibilities:

• Work with clients to understand their current planning process and take a consultative approach to move legacy models into Adaptive Insights.

• Leverage your expertise to recommend the best solution based on the client’s requirements, budget, and time frame; with the flexibility to adapt the scope as additional needs are identified.

• Guide the customer through facilitated design sessions and configuration decisions based on best practices and an understanding of the customer’s unique business requirements at all stages of the project.

• Regularly engage and support the client through all phases of the project, ensuring a smooth transfer from legacy systems to Adaptive Insights.

• Perform multiple tasks under limited direction, while regularly keeping the client, your project team and your Engagement Manager abreast of changes or progress related to the project.

• Act as a mentor to fellow consultants and analysts, including providing support for shadow assignments.

• Assist with sales activities by attending sales calls as an Adaptive Insights subject matter expert.

• Work with Solutions Architects to review Statements of Work (SOWs) to assure proper scoping, timelines, and resource allocations.

• Actively participate in update training and internal opportunities to share one’s skills and learnings with others within the organization.

• Maintain cutting-edge knowledge of product functionality with each new Workday release.

Skills and Requirements:

• BA or equivalent in Finance or Accounting.

• 2+ years of experience working on medium to large scale Adaptive Insights implementations (preferred), or other EPM systems such as Anaplan, SAP, Sage Intacct, Host Analytics, or Vena.

• 2-5+ years of Finance/Consulting work experience with a background in accounting, finance, consolidation, management reporting, planning and analysis, forecasting and budgeting.

• Proven ability of leading teams of consultants in delivering complex technology solutions.

• Proven track-record of client success with an ability to plan, monitor and report project plans with experience managing budget, scope and timelines. 

• Ability to speak to both the financial and technical aspects of EPM.  Experience managing technical upgrades and ETL/data movement is a plus.

• Ability to create and sustain a relationship with clients, inspiring confidence in themselves and the delivery team while driving to reference-ability.

• Deep knowledge of EPM software industry market and products.

• Minimal travel required, but must be willing to travel on-site if needed