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Aprio

Workday Adaptive Planning Manager

Reposted 24 Days Ago
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Hybrid
15 Locations
Senior level
Hybrid
15 Locations
Senior level
The Senior Financial Systems Administrator manages Workday Adaptive Planning, oversees integration and optimization, supports financial modeling, and collaborates across teams to enhance processes and user training.
The summary above was generated by AI
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio's Finance team and you will help clients maximize their opportunities.  Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Workday Adaptive Planning Manager to join their dynamic team. 

Aprio is growing and looking for an experienced and strategic Workday Adaptive Planning Manager to lead the ongoing development, integration, and optimization of Workday Adaptive Planning. This role is critical to aligning our people, finance, and reporting functions and helping our team extract maximum value from the platform.

The ideal candidate has hands-on experience with Workday Adaptive Planning and will oversee configuration, security, master data, calculations, and ongoing enhancements. This person will partner with both internal stakeholders and external consultants to implement new functionality, improve processes, and drive adoption. A background in professional services, accounting, or consulting firms is highly preferred.

Responsibilities:

  • Serve as the system owner and subject matter expert for Workday Adaptive Planning, ensuring reliable operation and continuous improvement. 
  • Build and maintain financial models, sheets, and reports to support budgeting and forecasting needs 
  • Design and restructure account hierarchies, dimensions, and attributes to align with evolving business needs 
  • Own system enhancements, troubleshoot user issues, and provide day-to-day support across departments 
  • Collaborate with FP&A team members to gather requirements and translate them into Adaptive Planning configurations 
  • Proactively identify opportunities to streamline processes, automate workflows, and improve data accuracy 
  • Manage and troubleshoot integrations between Adaptive, Workday FINs, Workday HCM, and other systems 
  • Translate business needs into scalable system solutions through configuration, formula logic, and reporting 
  • Collaborate with external Workday consultants 
  • Support monthly reporting and annual budgeting processes in Adaptive Planning 
  • Identify opportunities to improve system usage and train internal users on best practices 
  • Stay up to date on Workday releases and recommend relevant features to adopt 
  • Partner with Finance, HR, and IT teams to ensure data consistency, compliance, and efficient workflows 
  • Drive process improvements to enhance the efficiency and effectiveness of the FP&A function 
  • Be a driver of change and challenge the status quo to enable scalable, automated solutions 

Qualifications:

  • Bachelor's degree in finance, accounting, economics, or related field. Info Systems degree is a plus, but not required. 
  • 5+ years of hands-on experience administering Workday Adaptive Planning, including modeling, writing formulas, and report building. 
  • Deep knowledge of financial planning structures (account hierarchies, dimensions, attributes, etc.). 
  • Strong knowledge of Adaptive Integrations 
  • Strong communication skills – able to partner with both technical and non-technical users. 
  • Ability to take full ownership of the system while working autonomously and cross-functionally. 
  • Comfortable writing and troubleshooting formulas  
  • Ability to work independently and collaboratively in a fast-paced and dynamic environment 
  • Attention to detail, accuracy, and quality 

Preferred Qualifications

  • Strong understanding of how Workday Adaptive Planning interacts and integrates with other Workday modules  
  • Comfortable writing and troubleshooting Workday Report Writer 
  • SQL familiarity a plus 
  • Experience working in a CPA, advisory, or other professional services firm strongly preferred 

Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
 

Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
 
 
What’s in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience.  We call it the Aprio Way.  This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.


EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

Top Skills

Adaptive Integrations
SQL
Workday Adaptive Planning
Workday Modules

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