Functional Consultant - Planning

The Adaptive Planning Professional Services team is dedicated to bringing the full value of Workday's Adaptive Planning product to life for our customers. As implementation consultants, we partner with a diverse portfolio of customers to help them transform how they plan, budget, forecast, and report across their Finance functions. Our team sits at the heart of customer success, guiding organizations through end-to-end implementations of Workday Adaptive Planning.

We collaborate closely with project managers, technical consultants, and customer teams to ensure every deployment delivers meaningful outcomes. What makes this team special is the variety of work and the impact we have—no two implementations are the same, and you will be continuously learning and growing as you help customers across industries unlock the potential of modern planning solutions.

As a Functional Consultant on the Adaptive Planning team, you will play a key role in the end-to-end implementation of Workday's Adaptive Planning product across a varied portfolio of customers. You will act as a trusted advisor, either leading or supporting the implementation of single or multiple Finance functional streams on any given project.

• Lead or support the implementation of Workday Adaptive Planning across Finance and HCM functional streams, ensuring solutions are designed to address customer business challenges.
• Conduct discovery sessions and requirements gathering workshops to understand customer needs, use cases, and goals, and translate those into well-defined solution designs.
• Configure and deploy Adaptive Planning solutions, including financial models, reports, dashboards, and integrations, in alignment with customer requirements.
• Serve as a trusted advisor to customers throughout the implementation lifecycle, providing guidance on best practices and helping them get the most out of the platform.
• Collaborate with project team members, including project managers and technical consultants, to ensure implementations are delivered on time and to a high standard.
• Contribute to continuous improvement by sharing knowledge, developing best practices, and mentoring team members.

Excellent interpersonal and written communication skills to articulate commercial terms clearly during negotiations with renewing customers. Comfortable investigating and resolving complex customer dynamics during the renewal process. Ability to quickly prioritize a high volume of work and execute efficiently under tight deadlines. Self-driven and autonomous, with a strong sense of ownership over a large, complex portfolio. Strong analytical skills with a detail-oriented, process-minded approach. Great Workday ambassador, modeling core values and contributing to a strong, positive culture.

Basic Qualifications:

• 5+ years of related experience in consulting, either as an internal consultant or with a consulting or software company.
• Experience working with or implementing a Tier 1 Planning software application such as Workday Adaptive Planning, Anaplan, OneStream, Hyperion, or a similar application.
• Business fluency in English.

Other Qualifications:

• Skilled in requirements gathering, with the ability to lead discovery sessions using techniques such as interviews, workshops, and use case development to accurately identify and define customer needs.
• Excellent communication skills, both verbal and written, with the ability to adapt your style to different audiences and present complex information in a clear and engaging manner.
• Experienced in influencing and guiding customer decisions through persuasive and consultative communication, helping drive alignment across project teams and fostering collaboration on implementation approach and design.
• Proficient in solutions design, with experience identifying complex business challenges and designing tailored Adaptive Planning configurations and models that improve efficiency, reporting, and decision-making for customer Finance teams.
• A collaborative team player who contributes to a positive and productive project environment, works effectively with cross-functional team members, and shares knowledge to help improve overall team delivery.
• Relevant educational qualifications and/or experience implementing or supporting cloud Planning or EPM solutions.
• Experience with implementing Workforce Planning solutions is a plus.
• Well-versed in all financial statements and the interaction between them.
• Resourceful and adaptable, comfortable working remotely and utilizing a variety of tools with a high degree of autonomy.
• A genuine passion for delivering exceptional levels of customer service and a desire to learn new technology quickly through a variety of mediums.

With Flexible Work, we’re combining the best of both worlds: in-person time and remote. We enable our teams to deepen connections, maintain a strong community, and do their best work. Rather than setting a number of required days in the office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This means you’ll have the freedom to create a flexible schedule that caters to your business, team, and personal needs, while being intentional to make the most of time spent together. Those in our remote “home office” roles also have the opportunity to come together in our offices for important moments that matter. We are committed to providing an accessible and inclusive hiring experience where all candidates can fully demonstrate their skills. If you require assistance or an accommodation at any point, please email accommodations@workday.com.