Serves as the primary Workday Adaptive Planning administrator and internal subject matter expert
Maintains and enhances Adaptive Planning model architecture, including dimensions, levels, attributes, versions, sheets, formulas, and calculated accounts
Manages system security, user access, permissions, and license administration
Builds, maintains, and troubleshoots integrations and data loads between Adaptive Planning and source systems, ensuring data accuracy and timeliness
Administers planning cycles, including budget, forecast, and actual version management, rollovers, planning calendars, and period locks
Identifies opportunities to leverage AI, automation, and emerging technologies to improve financial planning, forecasting, reporting, and operational efficiency across the organization
Evaluates, designs, and implements automated and AI-enabled solutions to reduce manual processes, enhance data accuracy, and improve decision-making capabilities
Designs, tests, and deploys system enhancements and model changes utilizing established change management and testing procedures
Performs audits, reconciliations, and validation activities to ensure data integrity between Adaptive Planning and source systems
Provides training, documentation, and ongoing support to budget owners, business partners, and FP&A users
Partners with FP&A leadership and cross-functional stakeholders to translate business requirements into scalable planning and reporting solutions
Supports the annual budgeting process, monthly forecasting activities, and long-term financial planning initiatives
Evaluates new Workday Adaptive Planning functionality and recommends improvements to increase efficiency and reporting capabilities
Develops and maintains management reporting packages, dashboards, scorecards, and OfficeConnect reports
Researches, analyzes, and documents findings, providing recommendations to management based on data trends and business requirements
Implements and improves tools, reports, processes, and AI-enabled solutions that enhance planning, forecasting, reporting effectiveness, data integrity, and operational efficiency
Analyzes financial and operational data to identify opportunities, risks, and trends that support decision-making
Provides support to cross-functional teams with a high degree of accuracy, organization, and attention to detail
Participates in special projects and other duties as assigned