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.
