Adaptive Planning - Support consultant

Adaptive Planning - Support consultant1

Key Responsibilities
Strategy & Configuration
Record to Report (R2R)

• Own and govern the Workday Financial Data Model (FDM).
• Configure and maintain business processes for Journals, Fixed Assets, and Allocations.
• Design, implement, and manage the period-close checklist to reduce close timelines and improve efficiency.

Adaptive Planning

• Maintain and monitor integrations between Workday Core Financials and Adaptive Planning.
• Manage versions, sheets, and level hierarchies for annual budgeting, forecasting, and scenario planning.
• Support ongoing enhancements and optimization of Adaptive models.

Tax & Treasury

• Configure and manage Bank Account Management, settlement rules, and ad-hoc bank transactions.
• Maintain withholding tax configurations and sales tax adapter integrations.
• Support treasury-related operational activities and compliance requirements.

Reporting

• Design and maintain Composite Reports for external financial statements, including Balance Sheet, Profit & Loss, and Cash Flow statements.
• Ensure accuracy, consistency, and compliance of financial reporting outputs.

Support & Operational Activities
Period Close Support

• Provide hands-on support during month-end, quarter-end, and year-end close.
• Troubleshoot and resolve critical issues such as unposted journals, accounting date mismatches, and validation errors impacting close.

Bank Reconciliation

• Investigate and resolve bank statement lines failing automated reconciliation.
• Support exception handling and reconciliation accuracy improvements.

Adaptive User Support

• Resolve access and security issues for budget managers and business users.
• Troubleshoot and fix formula, structure, and data issues within Adaptive Planning sheets.

Asset Management

• Diagnose and correct depreciation calculation issues.
• Reverse, correct, or reprocess incorrect asset disposals and adjustments.

FDM Governance

• Review, validate, and approve Cost Center and Ledger Account requests.
• Ensure correct financial mappings and alignment between Workday Financials and Adaptive Planning.

Required Skills & Experience

• Strong hands-on experience with Workday Financials (R2R, Assets, Banking, Accounting).
• Practical experience supporting Adaptive Planning budgeting and forecasting models.
• Proven experience providing L2 production support in a Workday environment.
• Solid understanding of financial close processes and reporting requirements.
• Ability to troubleshoot integration, configuration, and data issues effectively.

Preferred Qualifications

• Workday Financials and/or Adaptive Planning certification.
• Experience in Managed Services or AMS support models.
• Exposure to multi-entity, multi-currency financial environments.