Workday Adaptive Planning Consultant

The Squires Group•,

9d•$100•Hybrid

About The Position

The Squires Group is seeking an experienced Workday Adaptive Planning Consultant to support a strategic budgeting transformation initiative for our client. This is a client-facing consulting role where you'll partner directly with finance leaders and key stakeholders to redesign, optimize, and enhance an existing Workday Adaptive Planning environment. Rather than a traditional implementation, this engagement focuses on improving planning models, streamlining budgeting processes, and maximizing the value of an already-deployed Adaptive Planning solution. This is a remote position with occasional travel (approximately once per month) for client meetings. The initial engagement is expected to last approximately six months, with the potential for extension.

Requirements

Active Workday Adaptive Planning Certification.
5+ years of consulting or industry experience implementing Workday Adaptive Planning or similar Enterprise Performance Management (EPM) solutions.
2+ years leading Adaptive Planning or EPM workstreams.
Experience leading at least two Workday Adaptive Planning (or similar EPM) implementations or optimization engagements.
Strong experience designing and developing Adaptive Planning models, including complex modeling and planning scenarios.
Bachelor's degree or equivalent professional experience.
Excellent communication and stakeholder management skills with experience working directly with client leadership.
Ability to travel periodically as project needs require.

Nice To Haves

Higher Education industry experience strongly preferred.
Advanced degree in Finance, Accounting, Information Systems, Business, or a related field.
Functional expertise in financial planning, budgeting, forecasting, and Enterprise Performance Management processes.
Experience gathering business requirements, solution design, testing, training, deployment, and post-production support.
Prior experience mentoring consultants or leading project teams.
Experience with reporting and dashboards is beneficial; however, deep Adaptive Planning modeling expertise is the highest priority.

Responsibilities

Partner with client stakeholders to assess and redesign existing Workday Adaptive Planning solutions.
Lead Adaptive Planning workstreams focused on budgeting, forecasting, and financial planning optimization.
Design, build, and enhance complex Adaptive Planning models to improve business performance and planning accuracy.
Translate business requirements into scalable planning solutions and recommend best practices.
Facilitate workshops and working sessions with finance and business leaders.
Configure, test, validate, and deploy Adaptive Planning enhancements.
Support user acceptance testing, knowledge transfer, and client adoption.
Provide strategic guidance around Enterprise Performance Management (EPM) processes and planning best practices.
Mentor junior team members when appropriate and contribute to project success through collaboration and thought leadership.