The Principal Consultant – Adaptive Planning is a delivery role responsible for leading complex workstreams and end‑to‑end solution delivery within Workday Adaptive Planning implementations. This role bridges hands‑on configuration and design with solution leadership and client engagement.
The Principal Consultant operates with a high degree of autonomy, owns functional outcomes across one or more workstreams, and acts as a trusted advisor to clients while escalating strategically and partnering closely with Senior Principal Consultants and Engagement Managers.
Key Responsibilities:
Lead the design, configuration, testing, and implementation of Workday Adaptive Planning solutions across budgeting, forecasting, reporting, and FP&A use cases
Own one or more functional workstreams end‑to‑end, including scope, solution quality, timelines, and client engagement
Translate complex business requirements into scalable, best‑practice Adaptive Planning solutions
Facilitate client design workshops and solution walkthroughs with minimal supervision
Identify cross‑workstream dependencies and proactively manage risks and delivery issues
Act as a primary day‑to‑day client contact for assigned workstreams
Support project planning, estimates, and delivery inputs in collaboration with Engagement Managers
Contribute to practice assets, accelerators, and reusable artefacts
Duties & Tasks:
Lead Adaptive Planning model design including versions, dimensions, sheets, assumptions, and calculations
Design and oversee complex financial models and reporting structures aligned to client FP&A processes
Guide data integration and migration activities, working closely with integration and data teams
Lead UAT planning and execution, including defect triage and resolution
Ensure high‑quality documentation including design decisions, test scripts, and handover materials
Provide regular status updates and risk assessments to Engagement Manager
Actively participate in internal enablement, knowledge‑sharing, and capability‑building initiatives
Education & Experience Requirements:
Bachelor’s degree in Finance, Accounting, Economics, Business, or equivalent experience
4–7 years of experience in FP&A, budgeting, forecasting, or performance management roles (end user or implementer)
2+ years of Workday Adaptive Planning or equivalent planning tool implementation experience
Experience leading solution design and delivery workstreams on medium to large implementations
Prior consulting experience is strongly preferred
Skills & Competencies:
Strong expertise in Workday Adaptive Planning (or equivalent planning platforms such as Anaplan, TM1, Hyperion, OneStream)
Deep understanding of FP&A processes, financial modelling, and management reporting
Proven ability to lead design sessions and articulate solutions to senior finance stakeholders
Strong analytical, problem‑solving, and solution‑driven mindset
Excellent verbal and written communication skills
Strong stakeholder and relationship management capabilities
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