Job Summary
We are seeking an experienced Adaptive Insights Integration Consultant with strong expertise in Workday Adaptive Planning, financial systems transformation, and enterprise SaaS integrations. The ideal candidate will have hands-on experience in designing, developing, and managing Adaptive Insights integrations, along with a deep understanding of FP&A processes, financial planning, forecasting, and enterprise data architecture.
The candidate should be capable of working closely with Finance, FP&A, and technical teams to implement scalable and optimized planning solutions while ensuring seamless integration with enterprise applications.
Key Responsibilities
Adaptive Insights Development & Integration :
- Design, develop, and maintain inbound and outbound integrations within Workday Adaptive Planning.
- Build and manage integrations using :
i. Adaptive Integration Framework (AIF)
ii. APIs
iii. Flat files
iv. ETL tools
- Configure and support automated data loads, scheduled integrations, and data synchronization processes.
- Develop and maintain integration workflows between Adaptive Planning and enterprise systems such as NetSuite, Coupa, ERP, HRMS, CRM, and other SaaS applications.
- Ensure data accuracy, consistency, and integrity across integrated systems.
Financial Planning & FP&A Support
- Collaborate with Finance and FP&A stakeholders to understand budgeting, forecasting, workforce planning, and reporting requirements.
- Translate business requirements into scalable Adaptive Planning solutions.
- Support financial reporting, dashboards, and analytical models.
- Assist in planning cycle improvements and financial process & Data Management :
- Design scalable financial data models and metadata structures.
- Support multi-entity and global planning implementations.
- Define best practices for hierarchy management, dimensions, versions, and model optimization.
- Provide solution architecture recommendations for enterprise-wide Adaptive Planning Optimization & Troubleshooting :
- Troubleshoot integration failures, performance bottlenecks, and data load issues.
- Optimize Adaptive Planning models and integrations for scalability and performance.
- Handle complex transformations and large-volume financial datasets.
- Perform root cause analysis and implement preventive Collaboration & Governance :
- Work with business users, technical teams, and external vendors to deliver integration solutions.
- Participate in requirement gathering, design workshops, testing, deployment, and post-production support.
- Document technical designs, integration mappings, and operational procedures.
- Ensure compliance with governance, security, and audit Skills & Experience :
Core Experience
- 5+ years of overall experience in FP&A systems, EPM implementations, or financial systems consulting.
- 3+ years of hands-on experience with Workday Adaptive Planning (Adaptive Insights).
- Strong expertise in enterprise financial planning and reporting Skills :
- Hands-on experience with :
i. Adaptive Integration Framework (AIF)
ii. APIs and data integrations
iii. Data imports/exports and automation
iv. ETL processes and tools
v. Metadata management and financial data modeling
- Strong understanding of :
i. Financial planning and forecasting models
ii. Multi-dimensional data structures
iii. Financial consolidations and reporting
- Experience with SQL and data transformation logic is SaaS Integration Experience :
- Experience integrating Adaptive Planning with :
i. NetSuite
ii. Coupa
iii. ERP systems
iv. HRMS platforms
v. Other enterprise SaaS applications
- Knowledge of REST/SOAP APIs and middleware tools is an & Optimization :
- Experience in :
i. Solution architecture
ii. Financial data design
iii. Multi-entity/global implementations
iv. Platform scalability improvements
v. Performance tuning and optimization
(ref:hirist.tech)
