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Director - Workday Adaptive Systems & Integrations

Remote: 
Full Remote
Contract: 
Experience: 
Expert & Leadership (>10 years)
Work from: 
Illinois (USA), United States

Offer summary

Qualifications:

Bachelor's degree in finance or related field, 10 years of experience in financial planning and analysis, 3 years in a leadership role, Experience with Workday Adaptive Planning, Strong analytical and presentation skills.

Key responsabilities:

  • Lead the implementation of Workday Adaptive Planning
  • Oversee integrations with key systems
  • Manage and expand client relationships
  • Develop comprehensive financial plans and forecasts
  • Build a high-performing team through mentorship
E78 Partners logo
E78 Partners
201 - 500 Employees
See more E78 Partners offers

Job description

About E78

E78 is a leading provider of finance, accounting and technology solutions for middle-market businesses and financial sponsors. Our team delivers platinum-level advisory, talent, and managed services that address the critical finance, technology, and transformation challenges faced by corporate leaders and private equity sponsors across the middle market through the Fortune 500.

For the sixth consecutive year, E78 has made the Inc. 5000 list, at No. 734 in 2024, which includes a three-year revenue growth of 655%

We are a community of results-driven gamechangers, and our passion drives us to achieve success through meaningful work and inspires us to make a lasting impact.

A few reasons why 450+ professionals are thriving at E78:

  • Career advancement opportunities
  • Flexible Paid Time Off (PTO) - Which includes traditional vacation time and sick leave
  • Industry leading maternity benefits, which also includes Parental Leave
  • Bonus eligibility
  • For every dollar contributed E78 will match up to 4%
  • Highly competitive salaries
  • 10 Company Paid Holidays
  • Opportunity for professional growth
  • Blue chip client logos to partner with
  • A culture of support and inclusion that fosters collaboration and diversity
  • World-class leadership committed to your development

E78 is headquartered in Oak Brook, IL with offices around the country. Come join our growing team!

About the Role

We are seeking a dynamic and experienced professional to join our team as the Director of Workday Adaptive Systems & Integrations. In this critical role, you will be responsible for leading the implementation of Workday Adaptive Planning within client companies, overseeing integrations with key systems, and optimizing the system to meet the client's needs. You will also play a key role in managing client relationships to reactivate and expand client relationships. You will play a key role in product development to expand the use cases of Workday Adaptive Planning. You will also support sales by participating in discovery calls with prospective clients and developing scopes of work.

Expectations & Duties

Leadership and Team Development

  • Build and develop a high-performing team, providing coaching, mentorship, and professional development opportunities to foster a culture of excellence and continuous improvement.
  • Identify opportunities to streamline financial processes, improve efficiency, and enhance data integrity through the implementation of best practices.
  • Collaborate closely with various departments including Accounting, Operations, Sales, and Marketing to ensure alignment of financial plans and forecasts with operational objectives.
  • Oversee the development of comprehensive financial plans, budgets, and forecasts aligned with the company's strategic goals and objectives.

Technical Expertise

  • Oversee and deploy integrations between Adaptive and key systems (ERP, CRM, HRIS, Data Warehouse, etc.)
  • Lead the design, implementation, and continuous improvement of Adaptive Planning processes with clients.

Client Management

  • Oversee and manage projects with clients. Manage client relationships to understand the holistic needs of their business, outside of just Finance, to expand client relationships, reactivate engagements, and cross-sell other E78 services.

Key Competencies Required for Success

  1. Problem solving & decision making
  2. Customer orientation
  3. Assertiveness
  4. Change agility
  5. Delegation
  6. Drive/energy

Required Education & Experience

  • Bachelor's degree in finance, Accounting, Business Administration, or related field. Master's degree or CPA/CFA certification desirable.
  • Minimum of 10 years of progressive experience in financial planning and analysis, with at least 3 years in a leadership role. Experience implementing and managing Workday Adaptive Planning. Experience integrating Adaptive Planning with other systems (ERPs, CRMs, HRISs, Data Warehouses, etc.)
  • Proven ability to think strategically and translate business objectives into financial plans and actionable insights. Experience in supporting strategic decision-making processes.
  • Strong analytical and quantitative skills with the ability to analyze complex financial data, develop accurate forecasts, and identify trends and opportunities.
  • Excellent communication and presentation skills with the ability to effectively communicate financial concepts and insights to diverse audiences, including senior executives and non-financial stakeholders.
  • Demonstrated leadership and management capabilities with a track record of building and leading high-performing teams. Ability to motivate and inspire team members towards achieving common goals.
  • Proficiency in financial modeling, budgeting, forecasting, and financial reporting. Experience with ERP systems (e.g., SAP, Oracle) and advanced proficiency in Microsoft Excel and PowerPoint.
  • Ability to thrive in a fast-paced, dynamic environment with changing priorities and tight deadlines. Proven adaptability and flexibility to navigate ambiguity and drive results.
  • Strong business acumen and understanding of key business drivers, market dynamics, and industry trends. Experience in technology or SaaS industry preferred.
  • High level of integrity, ethics, and professionalism in handling confidential information and making financial decisions.

E78 is proud to be an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, sex (including pregnancy, childbirth, and reproductive health choices), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as someone with a disability, political views or activity, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws.

Required profile

Experience

Level of experience: Expert & Leadership (>10 years)
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Collaboration
  • Assertiveness
  • Change Agility
  • Budgeting
  • Decision Making
  • Problem Solving
  • Professionalism
  • Microsoft Excel
  • Coaching
  • Analytical Skills
  • Mentorship
  • Verbal Communication Skills
  • Microsoft PowerPoint
  • Team Building
  • Leadership
  • Personal Integrity
  • Forecasting
  • Business Acumen
  • Delegation Skills

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