Workday Adaptive Planning Practice Co-Lead
About the Opportunity
We are seeking a senior Workday Adaptive Planning leader to help build and co-lead a growing Adaptive Planning and FP&A practice.
This is a unique opportunity for someone who wants more than project delivery. You'll work directly with CFOs and finance leaders while helping shape service offerings, delivery standards, team development, and the long-term growth strategy of the practice.
The ideal candidate combines deep Adaptive Planning expertise with a strong FP&A background and experience helping grow consulting, managed services, or planning organizations.
Key ResponsibilitiesPractice Leadership
About the Opportunity
We are seeking a senior Workday Adaptive Planning leader to help build and co-lead a growing Adaptive Planning and FP&A practice.
This is a unique opportunity for someone who wants more than project delivery. You'll work directly with CFOs and finance leaders while helping shape service offerings, delivery standards, team development, and the long-term growth strategy of the practice.
The ideal candidate combines deep Adaptive Planning expertise with a strong FP&A background and experience helping grow consulting, managed services, or planning organizations.
Key ResponsibilitiesPractice Leadership
- Co-lead the growth and development of the Adaptive Planning practice
- Establish delivery standards, methodologies, and best practices
- Mentor and develop consultants as the team scales
- Partner with leadership on service offerings, go-to-market initiatives, and business growth
- Support business development efforts and strategic client relationships
- Partner with CFOs and finance leaders on budgeting, forecasting, reporting, KPI development, and scenario planning
- Deliver executive-level financial insights and planning recommendations
- Help clients modernize planning processes and improve operational decision-making
- Lead knowledge transfer and enablement initiatives to support long-term client success
- Lead Adaptive Planning implementations, enhancements, and optimization initiatives
- Design and build planning models across workforce, revenue, operating expense, capital, and cash flow planning
- Architect dimensions, levels, accounts, allocations, formulas, and reporting structures
- Design and support integrations between Adaptive Planning and ERP, HRIS, and financial systems
- Troubleshoot complex model, data, and integration challenges
- 15+ years of experience in FP&A, corporate finance, accounting, finance transformation, or financial systems consulting
- 7+ years of Workday Adaptive Planning experience
- Deep expertise in Adaptive Planning architecture, administration, and model design
- Strong background in budgeting, forecasting, financial modeling, variance analysis, and management reporting
- Experience working directly with CFOs, Controllers, and senior finance leadership
- Experience helping build, grow, or scale an Adaptive Planning, FP&A, EPM, or consulting practice
- Proven leadership experience mentoring consultants and maintaining delivery excellence across multiple engagements
- Excellent communication and stakeholder management skills
- Workday Adaptive Planning Pro Certification
- Experience with Workday Financials, Workday HCM, or related ERP platforms
- Experience supporting private equity-backed or middle-market organizations
- CPA, CFA, MBA, or related finance credentials
- Managed services or recurring client support experience
- Founding leadership opportunity within a growing Adaptive Planning practice
- Direct influence over strategy, service development, and long-term growth
- Opportunity to help build a business, not just deliver projects
- High visibility with executive leadership and client stakeholders
- Entrepreneurial, high-growth environment with significant career upside