FP&A / Workday Adaptive Planning Consultant
Overview
A growing organization is seeking a hands-on FP&A / Workday Adaptive Planning Consultant to strengthen financial planning, forecasting, reporting, and automation processes. This role is ideal for an experienced finance professional who combines strong FP&A expertise with the ability to configure, optimize, and expand Workday Adaptive Planning—not simply use it as an end user.
The consultant will assess existing workflows, improve model structure and data preparation, and build repeatable processes for cost, headcount, and management reporting. Working closely with FP&A and Accounting, this role will help reduce manual effort, improve data quality, and create practical solutions that support more efficient analysis and forecasting. The engagement is expected to last approximately three months, with potential for extension.
Required Skills and Qualifications
- Demonstrated hands-on experience configuring and building solutions in Workday Adaptive Planning
- Experience delivering FP&A systems improvements, planning models, reporting automation, or related process enhancements
- Strong understanding of:
- Financial planning and forecasting
- Expense accruals
- Fixed and variable cost analysis
- Cost and headcount reporting
- Advanced Excel and Google Sheets skills, including the ability to build structured templates and repeatable data preparation processes
- Experience configuring Adaptive input templates, data mappings, custom accounts, and financial processes
- Ability to map, validate, load, and reconcile financial data across systems
- Experience developing recurring reporting by business unit, legal entity, and cost category
- Ability to translate business requirements into practical, maintainable FP&A solutions
- Strong analytical, organizational, and communication skills
- Ability to collaborate effectively with FP&A, Accounting, and management
- Ability to prioritize work and deliver results within a short-term consulting engagement
- Finance-focused perspective with deep Adaptive Planning expertise; this is not primarily a technology or systems administration role
Nice-to-Have Skills
- Experience working with NetSuite financial data
- Experience with the Workday for Google Sheets extension and write-back capabilities
- Experience automating compensation-related expense and headcount reporting
- Experience building dashboards and management reporting
- Experience supporting investor requests or financial due diligence
- Experience documenting workflows and training permanent team members on ongoing maintenance and enhancements
- Familiarity with software capitalization accruals, variable cost calculations, and annual budget planning processes
Preferred Education and Experience
- Bachelor’s degree in Finance, Accounting, Business, or a related field preferred
- Experience in FP&A, financial systems improvement, financial planning, reporting automation, or a related finance function
- Experience independently leading Adaptive Planning implementations, optimizations, customizations, dashboard development, or workflow improvements preferred
- Senior Financial Analyst through Senior Manager-level experience is suitable for this engagement
Other Requirements
- Work arrangement: Fully remote
- Preference for candidates who can work from the San Francisco office on Thursdays for face-to-face collaboration with the FP&A team
- A company laptop is preferred due to the handling of personally identifiable information; a virtual desktop infrastructure option may be available
- Ability to work effectively with sensitive financial and employee-related data
- Engagement is expected to run for approximately three months, with potential for extension
