Workday
Functional Consultant - Planning
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Functional Consultant - Planning
Functional Consultant (Workday Adaptive Planning)
Your work days are brighter here. We’re obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and agents, we’re shaping the future of work so teams can reach their potential and focus on what matters most.
Introduction
The minute you join, you’ll feel it—not just in the products we build, but in how we show up for each other. Our culture is rooted in integrity, empathy, and shared enthusiasm. We’re in this together, tackling big challenges with bold ideas and genuine care.
We look for curious minds and courageous collaborators who bring sun-drenched optimism and drive. Whether you're building smarter solutions, supporting customers, or creating a space where everyone belongs, you’ll do meaningful work with Workmates who’ve got your back.
In return, we’ll give you:
- The trust to take risks
- The tools to grow
- The skills to develop skills
- The support of a company invested in you for the long haul
If you want to inspire a brighter workday for everyone—including yourself—you’ve found a match in Workday.
About the Team
The Adaptive Planning Professional Services team is dedicated to bringing the full value of Workday’s Adaptive Planning product to life for our customers.
As implementation consultants, we partner with a diverse portfolio of customers to help them transform how they plan, budget, forecast, and report across their Finance functions.
Our team sits at the heart of customer success, guiding organizations through end-to-end implementations of Workday Adaptive Planning. We collaborate closely with project managers, technical consultants, and customer teams to ensure every deployment delivers meaningful outcomes.
What makes this team special is the variety of work and the impact we have—not two implementations are the same, and you will be continuously learning and growing as you help customers across industries unlock the potential of modern planning solutions.
About the Role
As a Functional Consultant on the Adaptive Planning team, you will play a key role in the end-to-end implementation of Workday’s Adaptive Planning product across a varied portfolio of customers.
You will act as a trusted advisor, either leading or supporting the implementation of single or multiple Finance functional streams on any given project.
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This role requires a blend of functional and technical consulting skills relating to the implementation of business software applications.
You are a business consultant who brings expertise in the functional aspects of the Workday platform and translates that knowledge into solutions that meet each customer’s unique needs.
Responsibilities
- Lead or support the implementation of Workday Adaptive Planning across Finance & HCM functional streams, ensuring solutions are designed to address customer business challenges
- Conduct discovery sessions and requirements-gathering workshops to understand customer needs, use cases, and goals, translating those into well-defined solution designs
- Configure and deploy Adaptive Planning solutions, including financial models, reports, dashboards, and integrations, in alignment with customer requirements
- Serve as a trusted advisor to customers throughout the implementation lifecycle, providing guidance on best practices and helping them get the most out of the platform
- Collaborate with project team members, including project managers and technical consultants, to ensure implementations are delivered on time and to a high standard
- Contribute to continuous improvement by sharing knowledge, developing best practices, and mentoring team members
Qualifications
Basic
- 5+ years of related experience in consulting (internal consultant or consulting/software company)
- Experience working with or implementing a Tier 1 Planning software application such as Workday Adaptive Planning, Anaplan, OneStream, Hyperion, or similar application
- Business fluency in English
Eligibility
- Skilled in requirements gathering strategies, such as interviews, workshops, use case development, to accurately identify and define customer needs and ensure implementations are aligned with business objectives
- Excellent communication skills (verbal and written), ability to adapt engagement style for Finance teams and senior stakeholders and present complex information clearly and engagingly
- Experience influencing and guiding customer decisions through persuasion and consultation to achieve project alignment and collaboration on implementation \
- Demonstrated ability in relationship management by building and maintaining trusted advisor relationships with customers throughout implementation lifecycle, thereby improving satisfaction and fostering long-term partnerships
- Proficient and results-driven in solutions design for identifying business challenges, designing Adaptive Planning configurations and models to improve efficiency, reporting, and decision-making in finance teams
- Agile, self-motivated team player who enhances project outcomes through cross-functional collaboration, open knowledge-sharing, and mentorship
- Relevant educational qualifications and/or experience in implementing or supporting Cloud Planning or EPM solutions preferred
- Experience implementing Workforce Planning solutions is a plus
- Knowledge of financial statements and interactions among them
- Adaptable and resourceful, capable and comfortable of working remotely, using technologies, and operating autonomously
- Passion for delivering exceptional customer service and agility to quickly learn new technologies via varied learning channels
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Flexible Work Approach
With Flex Work, we're merging the best of in-person and remote work. Teams gain strength from human connections and maintaining a robust community environment while balancing purpose-driven goals.
In this model, employees are expected to spend at least 50% of their time per quarter in-office or in the field working with customers, prospects, and partners based on role demands.
Workers also have the option to switch between home office or co-located roles and visit offices during important moments.
Accessibility & Privacy Notice
At Workday, we are committed to:
- An inclusive hiring process
- Referral inquiries
- Candidate privacy
- Equal opportunity employment for all genders, ages, ethnic backgrounds, religions, national origins, dis/abilities, veteran status, or any other protected characteristics.
We never accept resumes from headhunters, placement agencies, or other suppliers who haven’t signed a formal recruitment agreement with us.
We will never require recruits to pay for employment applications, consultation services, or recruitment fees.
Visit our exclusive Career Site for updates on new roles: Workday Careers.
Additional Resources
- Read about Workday's Equal Opportunity Workplace Policy
- Learn more about pay transparency
- Seek further details regarding accommodation support
- Find support by emailing accommodations@workday.com and access accommodations for qualified individuals with disabilities or veteran status.
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