Job Title: Workday Adaptive Planning Engineer
Location: Remote
Looking for someone with real experience in adaptive functions, not just Workday.
This person will be involved in 30-40% of configuration and 60-70% of Engineering.
Must have’s
- 3-5 years of Workday Adaptive experience (adaptive functions)
Major Purpose
We are seeking a Workday Adaptive Planning Engineer to design, build, and maintain financial planning and forecasting solutions on Workday Adaptive Planning. This role partners closely with Financial Planning & Analysis (FP&A), Accounting, and the broader Finance Systems team to translate planning and budgeting requirements into scalable, well-governed Adaptive Planning models. The engineer owns the technical health of the Adaptive Planning environment, including model design, data integrations with Workday Financials, and the accuracy and timeliness of planning data used across the organization.
Essential Job Functions
• Collaboration, both in-person and virtually, in furtherance of our mission of investor protection and market integrity.
• Design, configure, and maintain Workday Adaptive Planning models, sheets, and dimensions to support budgeting, forecasting, and long-range planning.
• Build and maintain the data flow between Workday Financials and Adaptive Planning, ensuring actuals load accurately and on a reliable schedule.
• Develop and optimize formulas, calculated accounts, allocations, and modeled sheets while keeping models performant and maintainable.
• Own the accuracy, refresh cadence, and reconciliation of planning data; proactively identify and resolve data discrepancies between source systems and Adaptive.
• Partner with FP&A to translate planning requirements into model design, presenting options and tradeoffs rather than one-off fixes.
• Configure and maintain security, user access, and workflow within Adaptive Planning.
• Assess and test the impact of Workday and Adaptive semi-annual releases; maintain a regression testing approach for planning models and integrations.
• Build dashboards and reports that give finance stakeholders visibility into plan vs. actuals and forecast accuracy.
• Document model design, data flows, and configuration to support team continuity and knowledge transfer.
• Provide production support for planning cycles, including month-end and budget-season peak periods.
Education/Experience
• Education: Bachelor’s degree in Finance, Accounting, Information Systems, or a related field (or equivalent experience).
• Experience: 3+ years of hands-on experience configuring and maintaining Workday Adaptive Planning (model design, sheets, dimensions, formulas, and allocations).
• Certifications: Workday Adaptive Planning Pro Certification would be preferred but not mandatory• Planning Knowledge: Solid understanding of financial planning, budgeting, and forecasting processes.
• Integrations: Experience integrating Adaptive Planning with Workday Financials or other systems, including loading and reconciling actuals.
• Data Model: Working knowledge of the Workday Financials data model (ledger accounts, worktags, company/cost center structures) and how it maps into planning models.
• Reporting: Experience with Office Connect and Adaptive Matrix reporting/dashboarding.
• Problem-Solving: Strong analytical and troubleshooting skills, with the ability to trace data issues to root cause across systems.
• Communication: Ability to translate finance stakeholder requirements into technical solutions and communicate tradeoffs clearly.
• Cycle Support: Experience supporting planning models through peak cycles (budget season, forecast refreshes, month-end).
Preferred
• Workday Finance Pro Certification and/or equivalent Workday Finance experience (specifically in FDM and Projects)
• Experience with Adaptive CCL (Custom Cloud Loader).
• Experience with Workday integrations (EIBs, Core Connectors) supporting planning data.
• Prior experience in a regulated or financial-services environment.
• Exposure to data governance and controls for financial planning data.
· Experience with Workday Studio or Workday Extend.
Work Conditions
• Remote work environment, with defined in-person presence requirements.
