Adaptive Planning - Support consultant

Adaptive Planning

• Support consultant1 Key Responsibilities Strategy & Configuration Record to Report (R2R)
• Own and govern the Workday Financial Data Model (FDM).
• Configure and maintain business processes for Journals, Fixed Assets, and Allocations.
• Design, implement, and manage the period-close checklist to reduce close timelines and improve efficiency. Adaptive Planning
• Maintain and monitor integrations between Workday Core Financials and Adaptive Planning.
• Manage versions, sheets, and level hierarchies for annual budgeting, forecasting, and scenario planning.
• Support ongoing enhancements and optimization of Adaptive models. Tax & Treasury
• Configure and manage Bank Account Management, settlement rules, and ad-hoc bank transactions.
• Maintain withholding tax configurations and sales tax adapter integrations.
• Support treasury-related operational activities and compliance requirements. Reporting
• Design and maintain Composite Reports for external financial statements, including Balance Sheet, Profit & Loss, and Cash Flow statements.
• Ensure accuracy, consistency, and compliance of financial reporting outputs. Support & Operational Activities Period Close Support
• Provide hands-on support during month-end, quarter-end, and year-end close.
• Troubleshoot and resolve critical issues such as unposted journals, accounting date mismatches, and validation errors impacting close. Bank Reconciliation
• Investigate and resolve bank statement lines failing automated reconciliation.
• Support exception handling and reconciliation accuracy improvements. Adaptive User Support
• Resolve access and security issues for budget managers and business users.
• Troubleshoot and fix formula, structure, and data issues within Adaptive Planning sheets. Asset Management
• Diagnose and correct depreciation calculation issues.
• Reverse, correct, or reprocess incorrect asset disposals and adjustments. FDM Governance
• Review, validate, and approve Cost Center and Ledger Account requests.
• Ensure correct financial mappings and alignment between Workday Financials and Adaptive Planning. Required Skills & Experience
• Strong hands-on experience with Workday Financials (R2R, Assets, Banking, Accounting).
• Practical experience supporting Adaptive Planning budgeting and forecasting models.
• Proven experience providing L2 production support in a Workday environment.
• Solid understanding of financial close processes and reporting requirements.
• Ability to troubleshoot integration, configuration, and data issues effectively. Preferred Qualifications
• Workday Financials and/or Adaptive Planning certification.
• Experience in Managed Services or AMS support models.
• Exposure to multi-entity, multi-currency financial environments.