Workday Adaptive Planning Specialist

Brown Advisory-posted 3 months ago
$160,000 - $170,000/Yr
Full-time • Mid Level
Baltimore, MD
501-1,000 employees
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
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We are seeking a detail-oriented and strategic Workday Adaptive Planning Specialist to support and enhance our financial planning and analysis (FP&A) capabilities. This role will be responsible for the administration, configuration, and optimization of the Workday Adaptive Planning platform, ensuring it meets the evolving needs of the business. The ideal candidate will have a strong foundation in Accounting, Finance, budgeting, and forecasting. Hands-on expertise in configuring and optimizing Adaptive Planning solutions, financial modeling, systems implementation, and cross-functional collaboration is required.

  • Lead the architecture, design, and configuration of Workday Adaptive Planning to meet business needs and financial planning objectives.
  • Administer and maintain the Workday Adaptive Planning system, including user access, security roles, and data integrations.
  • Configure and optimize models, sheets, dashboards, and workflows to support budgeting, forecasting, and reporting needs.
  • Collaborate with FP&A and business units to gather requirements and translate them into system solutions.
  • Support the annual budgeting process, rolling forecasts, and long-range planning initiatives.
  • Develop and maintain complex financial models and scenarios within Adaptive Planning.
  • Create and manage reports, dashboards, and visualizations to provide actionable insights to stakeholders.
  • Ensure data accuracy, alignment with accounting principles, internal financial policies, and integrity across systems through validation and reconciliation processes.
  • Integrate Adaptive Planning with Workday Financials and other enterprise systems as needed.
  • Provide training, documentation and support to finance and business users on Adaptive Planning functionality.
  • Act as a liaison between finance, IT, and external vendors to resolve issues and implement solutions.
  • Bachelor's degree in Computer Science, Information Systems, Finance, Accounting or related field.
  • 3-5+ years of experience with Workday Adaptive Planning.
  • Strong understanding of financial planning, budgeting, and forecasting processes.
  • Proficiency in Adaptive Planning model building, allocation logic, scenario forecasting, sheet design, and dashboard creation.
  • Experience with data integration tools and techniques (e.g., Workday Integration Framework, EIBs, APIs).
  • Advanced Excel skills; familiarity with SQL or scripting languages is a plus.
  • Excellent problem-solving and analytical skills.
  • Strong communication and stakeholder management abilities.
  • Strong organizational skills.
  • Ability to work independently and lead cross-functional technical initiatives in a fast-paced environment.
  • Workday Adaptive Planning Certification.
  • CPA, CFA, or other finance-related certifications are a plus.
  • Medical
  • Dental
  • Vision
  • Wellness program participation incentive
  • Financial wellness program
  • Fitness event fee reimbursement
  • Gym membership discounts
  • Colleague Assistance Program
  • Telemedicine Program (for those enrolled in Medical)
  • Adoption Benefits
  • Daycare late pick-up fee reimbursement
  • Basic Life & Accidental Death & Dismemberment Insurance
  • Voluntary Life & Accidental Death & Dismemberment Insurance
  • Short Term Disability
  • Paid parental leave
  • Group Long Term Disability
  • Pet Insurance
  • 401(k) (50% employer match up to IRS limit, 4 year vesting)
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