Financial Planning & Analysis (Workday Adaptive) - Senior Associate

CohnReznick• , VA

8h•Remote

About The Position

As CohnReznick grows, so do our career opportunities. As one of the nation’s top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do! CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients’ unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia. We currently have an exciting career opportunity for a Workday Adaptive Planning Senior Associate to join the Financial Planning Automation team in our Enterprise Applications Advisory practice. CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered remote which means it does not require job duties be performed within proximity of a CohnReznick office location. However, as a remote employee, you may be required to be present at a CohnReznick office with scheduled notice for client work, team meetings, or trainings. YOUR TEAM. This position will support our Digital Advisory team. We advise a blend of small, mid-sized and large US and multinational firms on strategy, technology, and transformation, process optimization, analytics enablement, systems implementations, automation, integrations, data management, and more. Join our multidisciplinary Enterprise Application team as we lead clients to achieve operational excellence through developing a deep understanding of their business and, based on that understanding, leverage technology, innovation, and automation to glean insights and maximize efficiencies. WHY COHNREZNICK? At CohnReznick, we’re united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it’s working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your “why” at the firm. We believe it’s important to balance work with everyday life – and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer. YOUR ROLE. Responsibilities include but not limited to: Deliver best in class consulting services by leading and contributing to Workday Adaptive Planning engagements, focusing on converting manual business processes into strategically designed model architecture in the Adaptive Planning platform. Able to design and configure Adaptive Planning solutions including but not limited to: Integration data sources and loaders Structural elements including levels, dimensions and attributes, hierarchies, and business rules Model development supporting Income Statement, Balance Sheet and Cash Flow planning Implement planning cycle improvements like rolling forecasts and strategic long-term versions Financial performance reports and dashboards, including management reports, board packages, KPI trends, and ad-hoc analysis Facilitate client workshops to design and configure planning model solutions Able to track project status and present to executive leaders Assess clients’ current financial processes, design future-state processes and develop transformation roadmaps recommending actionable strategies Document planning models and deliver training sessions to Admin and End User client groups Support practice growth through business development activities such as client meetings, software demonstrations, proof of concept development, and engagement scoping Coach and mentor junior team members supporting team-oriented environment with potential for leadership career path Currently travel is limited, but must have ability to travel up to 25% YOUR EXPERIENCE. The successful candidate will have: 1-3+ years of hands-on experience with Workday Adaptive Planning software, either as an implementer or company administrator Strong background in corporate FP&A processes including budgeting and forecasting with familiarity in accounting processes related to balance sheet and cash flow activities Advanced Excel skills, including financial modeling, pivot tables, lookups, index match, and complex formulas Experience with Corporate / Enterprise Performance Management systems (Workday, Anaplan, Hyperion, Cognos) or other financial management and reporting softwares (Power BI, Tableau) preferred Proven organizational skills with the ability to manage and prioritize multiple projects and deadlines Demonstrate ability to build and sustain professional relationships across functions and organizational levels Excellent written and verbal communication skills with the ability to engage and influence diverse stakeholders In addition, please take a moment to review our Universal Job Standards. Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you’re excited about this role but your experience doesn’t align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles. "CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms. CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters . If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at [email protected] . Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses. CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. #LI-Remote

Requirements

1-3+ years of hands-on experience with Workday Adaptive Planning software, either as an implementer or company administrator
Strong background in corporate FP&A processes including budgeting and forecasting with familiarity in accounting processes related to balance sheet and cash flow activities
Advanced Excel skills, including financial modeling, pivot tables, lookups, index match, and complex formulas
Proven organizational skills with the ability to manage and prioritize multiple projects and deadlines
Demonstrate ability to build and sustain professional relationships across functions and organizational levels
Excellent written and verbal communication skills with the ability to engage and influence diverse stakeholders

Nice To Haves

Experience with Corporate / Enterprise Performance Management systems (Workday, Anaplan, Hyperion, Cognos) or other financial management and reporting softwares (Power BI, Tableau) preferred

Responsibilities

Deliver best in class consulting services by leading and contributing to Workday Adaptive Planning engagements, focusing on converting manual business processes into strategically designed model architecture in the Adaptive Planning platform.
Able to design and configure Adaptive Planning solutions including but not limited to: Integration data sources and loaders Structural elements including levels, dimensions and attributes, hierarchies, and business rules Model development supporting Income Statement, Balance Sheet and Cash Flow planning Implement planning cycle improvements like rolling forecasts and strategic long-term versions Financial performance reports and dashboards, including management reports, board packages, KPI trends, and ad-hoc analysis
Facilitate client workshops to design and configure planning model solutions
Able to track project status and present to executive leaders
Assess clients’ current financial processes, design future-state processes and develop transformation roadmaps recommending actionable strategies
Document planning models and deliver training sessions to Admin and End User client groups
Support practice growth through business development activities such as client meetings, software demonstrations, proof of concept development, and engagement scoping
Coach and mentor junior team members supporting team-oriented environment with potential for leadership career path
Currently travel is limited, but must have ability to travel up to 25%