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.