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Adaptive Planning Financial Analyst
Job in
Pleasanton, Alameda County, California, 94566, USA
Listed on 2025-12-18
Listing for:
Workday, Inc.
Full Time
position Listed on 2025-12-18
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
Flex locations:
USA, GA, Atlanta time type:
Full Time posted on:
Posted Yesterday job requisition :
JR-0100430
** 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. 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 and the support of a company invested in you for the long haul. So, if you want to inspire a brighter work day for everyone, including yourself, you’ve found a match in Workday, and we hope to be a match for you too.
** About the Team
** About the Team
** About the Role
** We are seeking a highly skilled and experienced Adaptive Modeler with a solid background in financial planning and a specialization in Workday Adaptive Planning. The ideal candidate will have a consistent record of designing, developing, and implementing robust financial planning and long-range planning models within the Adaptive Planning platform. This role is critical in supporting our organization's financial forecasting, budgeting, and strategic decision-making processes.
You will work closely with finance leadership, business customers, and other members of the data analytics team to translate complex business requirements into effective, scalable planning solutions.##
*
* Key Responsibilities:
**
* ** Model Development & Maintenance:
** Design, build, and maintain sophisticated financial planning, forecasting, and long-range planning models within Workday Adaptive Planning.
* ** Process Optimization:
** Find opportunities to improve and streamline existing financial planning processes through automation and improved model design within Adaptive Planning.
* ** Data Integration & Management:
** Ensure data integrity and accuracy within Adaptive Planning by developing and managing data integrations from various source systems.
* ** Reporting & Analysis:
** 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.
* ** Collaboration & Customer Management:
** Partner closely with finance business partners, department heads, and executive leadership to understand planning requirements, gather feedback, and ensure models meet evolving business needs.
* ** System Administration & Support:
** Provide ongoing support and administration for the Adaptive Planning environment.
* ** Training & Documentation:
** Develop and deliver training materials for end-users on Adaptive Planning models and processes. Maintain comprehensive documentation of model design, processes, and data flows.
* ** Best Practices &
Innovation:
** Know the latest with Adaptive Planning standard processes, new features, and industry trends to continuously improve the effectiveness and efficiency of our planning solutions.
** About You
*
* Basic Qualifications:
* 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 / Anaplan / Hyperion Planning
* 3+ years of experience in Adaptive Planning functionalities, including model building, formula creation (including complex calculations and logic), dimension management, data integration, reporting, and security.
* 3+ years…
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