The Adaptive Planning Consultant is an entry‑level consulting role focused on supporting the design, implementation, and ongoing delivery of planning and budgeting solutions. This role is well‑suited for individuals with strong domain experience in FP&A, budgeting, forecasting, or management reporting, and exposure to planning tools such as IBM TM1, Anaplan, or similar platforms.
The consultant will work under the guidance of senior team members to translate business requirements into practical planning solutions, while building hands‑on experience in Workday Adaptive Planning.
Key Responsibilities:
Support the implementation of planning, budgeting, and forecasting solutions using Workday Adaptive Planning or other planning platforms.
Assist in requirement gathering, solution design discussions, and configuration activities under the guidance of senior consultants.
Participate in design workshops, testing cycles, and validation of planning models.
Support data loading, model structure validation, and report/dashboard setup.
Work closely with functional and technical team members to ensure accurate translation of business needs into the planning solution.
Contribute to documentation, including design decisions, test scripts, and user guides.
Actively learn Workday Adaptive Planning functionality and best practices through project exposure and internal training.
Provide day‑to‑day project support and status updates to senior consultants and engagement managers.
Duties & Tasks:
Assist in configuring planning models, versions, dimensions, and assumptions.
Support budget, forecast, and reporting cycles during implementation and testing.
Participate in UAT support and issue resolution activities.
Help prepare client‑facing materials such as walkthrough decks and solution documentation.
Perform assigned tasks with increasing independence as skills develop, while seeking guidance when required.
Participate in internal learning sessions, enablement activities, and knowledge‑sharing forums.
Education and Experience Requirements:
Bachelor’s degree in Fiinance, Accounting, Economics, Business, or a related discipline (or equivalent experience).
2–5 years of experience in FP&A, budgeting, forecasting, or management reporting roles (either as an end user or in a support/implementation capacity).
Prior experience with a planning or performance management tool such as IBM TM1, Anaplan, Hyperion, OneStream, or similar is highly desirable.
Exposure to Workday Adaptive Planning is advantageous but not mandatory.
Skills Required:
Strong understanding of financial planning, budgeting, and forecasting concepts.
Experience working with planning tools (e.g., IBM TM1, Anaplan, Hyperion, or similar).
Basic understanding of financial models and data structures.
Analytical and problem‑solving mindset with attention to detail.
Ability to learn new systems and concepts quickly.
Good verbal and written communication skills.
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