IT Lead focused on lifecycle management and technological modernization in financial services. Act as a bridge between business areas and technical teams for critical applications.
About the role
- Adaptive Modeler with expertise in financial planning and Workday Adaptive Planning. Collaborating with finance leadership and analytics teams to optimize financial forecasting and budgeting processes.
Responsibilities
- Design, build, and maintain sophisticated financial planning, forecasting, and long-range planning models within Workday Adaptive Planning
- Find opportunities to improve and streamline existing financial planning processes through automation and improved model design within Adaptive Planning
- Ensure data integrity and accuracy within Adaptive Planning by developing and managing data integrations from various source systems
- Develop and maintain dynamic reports, dashboards, and visualizations within Adaptive Planning to deliver actionable insights to finance and business leaders
- Conduct ad-hoc financial analysis as the need arises
- Partner closely with finance business partners, department heads, and executive leadership to understand planning requirements, gather feedback, and ensure models meet evolving business needs
- Provide ongoing support and administration for the Adaptive Planning environment
- Develop and deliver training materials for end-users on Adaptive Planning models and processes
- Maintain comprehensive documentation of model design, processes, and data flows
- Know the latest with Adaptive Planning standard processes, new features, and industry trends to continuously improve the effectiveness and efficiency of our planning solutions
Requirements
- 5+ years of hands-on experience in financial planning and analysis (FP&A)
- 3+ years of significant, direct experience designing, building, and implementing planning models within Workday Adaptive Planning
- 3+ years of consulting experience
- Solid understanding of financial statements (P&L, Balance Sheet, Cash Flow) and core accounting principles
- Proven experience in diagnosing business user's needs and developing tailored planning solutions
- Strong data management and data validation skills
- Outstanding communication and interpersonal skills
- Ability to prioritize and meet deadlines in a fast-paced environment
- Excellent analytical, problem-solving, and critical-thinking skills
- Experience with scripting or programming languages (e.g., Python, SQL) for data manipulation and automation a plus
- Experience with data warehousing concepts
- Workday Adaptive Planning Certification
- Workday Reporting Certification
- Workday Financials Certification
Benefits
- Flexible work arrangements
- Professional development opportunities
- Workday Bonus Plan or role-specific commission/bonus
- Annual refresh stock grants
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