Workday Adaptive Planning Consultant
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US
Company:
Kainos is a technology solution provider specializing in transforming digital services and delivering Workday solutions across various sectors.
Summary:
The Adaptive Planning Consultant will assist clients in transforming their business planning processes using Adaptive Planning solutions. Candidates should possess experience in financial and management accounting, as well as a background in implementing Enterprise Performance Management systems.
Job Description:
As an Adaptive Planning Consultant (Senior Associate), you’ll work in a team or independently helping our clients transform their business planning needs (budgeting, revenue, personnel, KPIs, quotas/capacity, territories, reporting & analytics) with the Adaptive Planning Business Planning Cloud. You will work as part of a delivery team supporting implementations for customers of all size, across multiple industries. You will be a specialist contributor within you team, providing mentorship to more junior team members.
You will be expected to:
- Providing expertise on the Adaptive Planning solution – you will be expected to maintain proficiency and certification in the Adaptive Planning solution suite
- Contributing to implementation for our clients – you will contribute to all phases of Adaptive Planning implementation projects, including:
- Work with clients to understand their current planning process, and take a consultative approach to move legacy models into Adaptive Planning
- Investigate and in consultation with the implementation lead, recommend the best solution based on the client’s requirements, budget, and timeframe, with the flexibility to adapt the scope as additional needs are identified
- Assist in guiding clients through facilitated design sessions and configuration decisions based on best practices and an understanding of each client’s unique business requirements at all stages of the project
- Develop and configure accurate forecasting and planning models in Adaptive Planning to meet clients’ business needs
- Assist in the planning and delivery of training sessions for users
- Document the planning models and reporting delivered to clients
- Ensure rapid time to value through delivering engagements on time and budget
- Supporting our clients to ensure success – you will be communicating regularly, concisely, and clearly with clients to set proper expectations and ensure client success. You will also provide general customer service and assistance to clients and serve as the go-to resource on all project related inquiries
- Collaborating internally – you will be sharing your learnings and problems solved with your colleagues.
MINIMUM (ESSENTIAL) REQUIREMENTS:
- Financial and/or management accounting experience, particularly budgeting, planning and management reporting
- Exposure to designing and building complex financial planning models, with advanced Excel skills
- Experience implementing at least one Enterprise Performance Management (EPM) system (e.g., Adaptive Planning, Host Analytics, Anaplan, Oracle Hyperion)
- Strong communicator, able to communicate with customers and colleagues with impact, credibility and empathy, including in a remote working situation. Sound ability to formally present to senior Client audiences
- We all work in teams here in Kainos – a proven ability of working effectively within teams and alongside customers whilst helping to foster an inclusive culture
- Ability to execute your individual tasks with limited supervision and manage your time effectively and record it accurately
- Ability to work to tight deadlines and make sensible decisions under pressure taking a balanced view of Customer demands and project commercials
- We all work in teams here in Kainos – a proven ability of working effectively within teams and alongside customers and helping to foster an inclusive culture
- Evident consulting skills e.g. presenting, leading workshops, demonstrating, and explaining complex functionality or solutions to customers
- Able to travel to customer sites in the same region (minimal out of region travel may also be required)
DESIRABLE:
- Bachelor’s degree in Finance or Accounting or Business
- Qualified accountant (CIMA/ACA/ACCA) or a Part Qualified Accountant with strong industry experience
- Previous consulting experience