Senior Consultant, Office of the CFO, Workday Adaptive Planning

Are you a finance transformation expert ready to take your expertise to the next level leading Workday Adaptive Planning implementations? At Cohen & Co, we prioritize a people-first culture and professional growth, giving you the opportunity to work directly with clients on meaningful, high-impact engagements.

As a Senior Consultant on our Office of the CFO team, you will lead full-lifecycle Workday Adaptive Planning implementations, guiding clients through discovery, design, build, and enablement with precision and strategic insight. This role offers exposure to complex client structures, the chance to provide strategic insights, and the opportunity to grow your career within a collaborative, learning-focused environment where your contributions truly make an impact.

Implementation & Delivery

• Lead full-lifecycle Workday Adaptive Planning implementations across the key project phases: Discovery & Assessment, Design & Document, Build & Deploy, and Train & Enable.
• Facilitate discovery sessions, including systems/data and integration mapping, budget process walkthroughs, and budget model and template deep-dives.
• Create Adaptive design documentation, define user roles and security, and secure client review and sign-off on design.
• Lead core Adaptive configuration, data source and loader integration development, historical data loads, and planning/budget module development.
• Develop driver-based planning, collaborative planning, dynamic reporting, and OfficeConnect reporting capabilities for clients.

Client Experience

• Serve as a point of contact and trusted advisor for client finance leadership throughout the engagement.
• Translate client budgeting, planning, and forecasting requirements into scalable Adaptive solutions.
• Advise on FP&A process optimization, financial modeling, and enterprise performance management best practices.
• Consider controls, governance, and SOX implications within solution design.
• Lead continuous project and change management activities across engagements.
• Develop user guides and role-based playbooks for Adaptive.
• Conduct training and user acceptance testing (UAT) sessions with key stakeholders to drive adoption.

Team Leadership

• Assist with the management of engagement scope, budgets, timelines, staffing, and fees, and support scoping and engagement letter development.
• Mentor and develop staff and review deliverables for quality and accuracy.
• Assist with identifying cross-service opportunities across the Office of the CFO (ERP implementation, managed FP&A, technical accounting, and outsourced accounting).

Qualifications

• Bachelor's degree in Accounting, Finance, Information Systems, or a related field.
• 4+ years of progressive experience in FP&A, finance transformation, or EPM consulting.
• Hands-on experience implementing Workday Adaptive Planning (Adaptive Insights), including configuration, integrations, and model/template design.
• Strong understanding of budgeting, planning, forecasting, and financial reporting processes.
• Proven project management skills and the ability to manage multiple client engagements simultaneously.
• Excellent communication, facilitation, and client relationship skills.

Preferred Experience

• CPA, CMA, or relevant Workday Adaptive certification.
• Experience serving closely held, private equity-backed, or publicly traded operating companies.
• Familiarity with adjacent finance technologies (e.g., Sage Intacct, NetSuite, close management, and BI/reporting tools).
• Experience with change management and finance operating model design.

#LifeatCohen

Sure, we like numbers. (But we’ll never treat you like one.)

At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by:

• Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and
• Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! 

• Discover our Passion, Purpose & Expertise
• Learn more about our Firm's culture

*Base compensation offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities.

We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.

Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here.