Workday Adaptive Planning Consultant
Overview
Drive meaningful planning transformation for higher education and public-sector organizations as a Workday Adaptive Planning Consultant . In this fully remote, client-facing contract role, you will help finance, budget, HR, academic, operational, and executive stakeholders modernize budgeting, forecasting, workforce planning, reporting, and long-range financial planning.
You will combine expertise in higher education and/or government finance with hands-on experience in solution design, model configuration, stakeholder engagement, and AI-accelerated delivery. From leading discovery workshops and translating business processes into scalable planning models to developing executive reporting and supporting go-live, you will help clients bring greater structure, accountability, and insight to complex financial environments.
Key Responsibilities
- Lead discovery workshops with Finance, Budget, HR, academic, administrative, operational, and executive stakeholders.
- Design and configure Workday Adaptive Planning models, dashboards, reports, and reporting solutions.
- Support budgeting, forecasting, workforce planning, enrollment and tuition revenue planning, long-range financial planning, grants and auxiliary planning, capital planning, and personnel budgeting initiatives.
- Apply AI tools to accelerate configuration, documentation, testing, analysis, and delivery while validating the quality and accuracy of AI-generated output.
- Support Workday Adaptive Decision Intelligence through scenario modeling, simulations, natural-language planning questions, and governed decision-making.
- Translate organizational processes into scalable planning models and effective reporting solutions.
- Conduct testing, validation, training, optimization, and go-live support.
- Assist with roadmap development, optimization assessments, and process improvement initiatives.
- Contribute to proposal development, demonstrations, and solution discussions.
- Mentor junior consultants and support the development of consulting methodologies and AI accelerators.
Required Skills and Qualifications
- At least 4 years of relevant experience in one or more of the following:
- Higher education finance or budgeting
- Government or public-sector budgeting and financial planning
- FP&A or planning transformation consulting
- Workday Adaptive Planning consulting or administration
- Experience working within or supporting higher education institutions and/or government organizations.
- Strong understanding of budgeting, forecasting, workforce planning, and financial reporting processes.
- Experience leading client-facing meetings, discovery sessions, and workshops.
- Ability to translate organizational business processes into scalable planning models.
- Experience supporting solution design, testing, validation, training, or go-live activities.
- Demonstrated ability to use AI tools effectively in a professional setting, including writing clear prompts, validating AI-generated output, and integrating AI into day-to-day delivery.
- Strong analytical, communication, and problem-solving skills.
- Ability to collaborate effectively with finance, budget, HR, academic, administrative, operational, and executive stakeholders.
- Ability to manage multiple priorities in a fast-paced consulting environment.
Nice-to-Have Skills
- Active Workday Adaptive Planning certification.
- Familiarity with Workday Adaptive Decision Intelligence or scenario-based, AI-driven planning.
- Experience with enrollment planning, tuition and financial aid modeling, or faculty demand and workload planning.
- Experience with workforce planning, personnel budgeting, or vacancy management.
- Experience with long-range financial planning, grants management, fund forecasting, auxiliary planning, capital planning, or strategic initiative planning.
- Knowledge of budget book and ACFR reporting processes.
- Experience integrating planning solutions with ERP and SIS platforms such as Banner, Workday, Colleague, PeopleSoft, Ellucian, Tyler Technologies, Munis, Oracle, SAP, or other related systems.
- Experience with OfficeConnect, dashboards, and executive reporting.
- Experience applying AI tools to consulting, financial analysis, or modeling work.
- Prior consulting experience.
- Experience supporting proposals, demonstrations, or solution discussions.
- Interest in mentoring junior consultants and contributing to consulting methodologies or AI accelerators.
Preferred Education and Experience
Relevant professional experience in higher education finance, government finance, public-sector planning, FP&A, Workday Adaptive Planning, or financial transformation consulting is preferred.
A minimum of 4 years of relevant professional experience is required. Specific degree requirements were not provided.
Other Requirements
- Work arrangement: Fully remote.
- Employment type: Contract or contract part-time.
- Contract duration: 12 months or longer.
- Travel: Periodic client travel may be required, generally less than 10% depending on project needs.
- Availability to begin as soon as possible.
- Ability to work effectively in a highly collaborative, autonomous, and client-facing consulting environment.
- Commitment to quality, accountability, clear communication, and responsible use of AI in client delivery.
