Adaptive Planning Financial Analyst

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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

The Workday on Workday Analytics and Planning team, composed of data analysts and engineers, collaborates with business partners to tackle critical business questions using Workday's Analytics and Planning products. As a Data Analyst, you will lead key initiatives to optimize our Analytics organization for efficiency and clarity. You'll collaborate with a knowledgeable team to improve the Workday experience. Do you love trivia and feel compelled to test your knowledge every other week on a potpourri of topics? Then we would love to have you join our 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 direct, hands-on experience designing, developing, and deploying complex financial planning and analysis models within Adaptive Planning or other EPM tools (e.g. Anaplan, Oracle Hyperion)

• Solid understanding of financial statements (P&L, Balance Sheet, Cash Flow) and core accounting principles.

• Proven experience in diagnosing business user's needs and developing tailored planning solutions.

• Strong data management and data validation skills.

Other Qualifications

• Outstanding communication and interpersonal skills, with the ability to effectively collaborate with both technical and non-technical customers.

• Ability to prioritize and meet deadlines in a fast-paced environment.

• Excellent analytical, problem-solving, and critical-thinking skills.

• Workday Adaptive Planning Certification a plus.

• Workday Reporting Certification a plus.

• Workday Financials Certification a plus.

Workday Pay Transparency Statement

The annualized base salary ranges for the primary location and any additional locations are listed below.  Workday pay ranges vary based on work location. As a part of the total compensation package, this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants. Recruiters can share more detail during the hiring process. Each candidate’s compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. For more information regarding Workday’s comprehensive benefits, please click here.

Primary Location: USA.CA.Pleasanton

 

Primary Location Base Pay Range: $126,600 USD - $189,800 USD

 

Additional US Location(s) Base Pay Range: $106,900 USD - $189,800 USD

Additional Considerations:

If performed in Colorado, the pay range for this job is $112,500 - $168,700 USD based on min and max pay range for that role if performed in CO.

11/24/2025

Our Approach to Flexible Work
 

With Flex Work, we’re combining the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This means you'll have the freedom to create a flexible schedule that caters to your business, team, and personal needs, while being intentional to make the most of time spent together. Those in our remote "home office" roles also have the opportunity to come together in our offices for important moments that matter.

Pursuant to applicable Fair Chance law, Workday will consider for employment qualified applicants with arrest and conviction records.

Workday is an Equal Opportunity Employer including individuals with disabilities and protected veterans.

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