Job Description
Specialized expertise in Workday Adaptive Planning (Adaptive Insights) and Workday ERP. Provides periodic reports and ad hoc analysis for management.
Job Responsibilities:
• Administer and maintain Workday Adaptive Planning (Adaptive Insights) models, including version control, reporting structures, and user access.
• Develop and optimize dashboards, OfficeConnect reports, and financial templates within Adaptive Insights.
• Ensure data integrity between Workday ERP and Adaptive Planning through reconciliation, integration monitoring, and issue resolution.
• Partner with Accounting and IT teams to align Workday ERP hierarchies, account structures, and reporting with Adaptive Planning requirements.
• Train and support end users on Adaptive Insights reporting, dashboards, and planning templates.
• Drive continuous improvement initiatives by leveraging Adaptive Planning’s capabilities for scenario modeling, workforce planning, and driver-based forecasting.
• Strategic planning and profitability reporting for specific brand or corporate functions
• Provide detailed analytical support to include internal cost drivers, market dynamics, and competitive information to foster strategic decisions
• Oversee financial report development and enhancements in Adaptive Insights (relational database)
• Consult with other team members to analyze opportunities and alternatives for improving financial performance
• Engage in project planning & implementation
• Serve as a key contributor to the annual budget process
• Assist in the preparation of monthly financials and financial close package, specifically related to the development of new reporting requirements
• Perform ad hoc reporting and analysis as required
• Develop and deliver analytical reporting both in Adaptive Insights
and MS Excel
• Participate in process improvement and automation as needed
Job Requirement:
• Bachelor's Degree in Accounting, Finance, Business Management, Economics or Math
• Hands-on experience with Workday Adaptive Planning (Adaptive Insights), including report building, dashboard creation, and model administration.
• MBA preferred, CPA or other professional qualification is a plus
• 3 – 5 years of experience in related field required
• Working knowledge of finance and accounting processes and principals
• Demonstrated knowledge of financial statement analysis including income statement, balance sheet, and cash flow reporting
• Demonstrated ability to accurately model the financial aspects and outcomes
of business issues using spreadsheets or other applicable tools
• Experience in relational database management and report writing
• Familiarity with Workday ERP (financials, reporting, account structures, and hierarchies) and experience ensuring data integrity across systems.
• Experience with OfficeConnect or other financial reporting tools a plus.
• Excellent knowledge and understanding of financial modeling
• Strong presentation, verbal and written skills
• Highly motivated, self-starter with good project management skills and ability to multi- task and manage competing priorities
• Keen analytical and problem-solving skills, with ability to learn new systems and processes quickly
• Ability to work well independently and in collaboration with others
• Ability to interface with all levels of the organization
• Ability to identify variances and trends and translate them into actionable items.