Workday Adaptive Planning Consultant

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.

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.

Qualifications

• 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.

Preferred Qualifications

• 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.