Workday Financial Planning Analyst

Florida Polytechnic University•State College, PA

4d•$80,000 - $85,000•Onsite

About The Position

The Workday Financial Planning Analyst serves as the University’s primary technical and functional subject matter expert for Workday Adaptive Planning. This position is responsible for architecting, building, and maintaining the financial planning infrastructure that drives institutional budgeting, forecasting, and decision-making. The analyst designs and owns interactive dashboards, driver-based financial models, and automated reporting pipelines within Workday Adaptive Planning transforming complex financial data into clear, actionable intelligence for leadership and stakeholders across the University. The role bridges deep technical Workday expertise with strong financial acumen, stakeholder communication, and a commitment to staying at the forefront of agentic AI and emerging FP&A technology. This position reports to the University Controller.

Requirements

Bachelor’s degree in Finance, Accounting, Business Administration, Information Systems, or a related field
Minimum 4 years of experience in financial planning, budgeting
Demonstrated hands-on experience with Workday Adaptive Planning or a comparable ERP/CPM platform (Anaplan, Vena, Planful, OneStream)
Experience building financial models, dashboards, and reports for leadership audiences
Experience delivering end-user training or change management programs
In lieu of a degree, any appropriate combination of relevant education, experience, and/or certifications may be considered.

Nice To Haves

Workday Adaptive Planning certification (Pro or Specialist level)
Experience in a higher education or public sector finance environment
Familiarity with Workday Financials and/or Workday HCM
Experience with agentic AI tools, LLM-based analytics, or AI-powered FP&A platforms
CPA, CMA, or FP&A certification (AFP)
Experience with data visualization tools such as Tableau, Power BI, or equivalet

Responsibilities

Build and maintain financial models, reports, driver-based budget templates, and interactive dashboards. Configure dimensions, levels, accounts, assumptions, and versions. Use Elastic Hypercube Technology (Workday/Adaptive) for multi-scenario modeling across departments, divisions, and cost centers. Deliver self-service dashboards and Office Connect reports covering KPIs, budget vs. actuals, and rolling forecasts. 25%
Own the annual operating budget process compiling direction from the University’s leadership team on revenue and expense projections as well as strategic need. Build what-if scenarios using external drivers such as inflation, enrollment, interest rates, and labor costs. Manage the full forecast cycle from data intake through model refresh to leadership presentation, using real-time integrations and automated recalculation to improve accuracy and speed decisions. 20%
Publish monthly and ad hoc budget-to-actual variance reports with plain-language narratives. Build matrix and tabular reports, dashboards, and board-ready financial packages. Translate complex results into clear takeaways for non-financial audiences. Maintain data integrity across Workday reporting structures, including GL integrations and chart-of-accounts alignment. 15%
Serve as primary liaison to divisional leaders, budget managers, HR, and IT on all Adaptive Planning matters. Turn model outputs into business narratives that support decision-making. Manage budget cycle communications — timelines, submission deadlines, variance reviews. Present results and scenarios to the Controller, CFO, and senior administrators. 15%
Deliver Adaptive Planning training for budget managers and departmental users university-wide. Create role-specific guides, video walkthroughs, and quick reference cards; run hands-on workshops and one-on-one coaching. Keep the training library current with platform updates and drive adoption of data-driven planning. 10%
Evaluate emerging Adaptive Planning capabilities, including the Workday Planning Agent, Illuminate AI, Intelligent Variance Analysis, and conversational analytics. Pilot AI tools that automate variance commentary, predictive forecasting, and self-service data access. Track the broader agentic AI landscape and bring recommendations to the Controller. Advance responsible AI adoption with governance, auditability, and human oversight. 10%
Manage integrations between Adaptive Planning and source systems, including Workday HCM and Financials. Ensure reliable data flows for headcount planning, GL trial balance consolidation, and actuals loading. Maintain version control, audit trails, and governance standards across all planning models. Coordinate with IT and the Workday system administrator on upgrades, feature releases, and integration health. 5%