Adaptive Insights Consultant (Any)

PeopleVisor

$80K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Adaptive Insights certification and implementation experience required
  • 2-3+ years implementing budgeting and planning systems and re-engineering processes
  • Ability to translate business requirements into system configurations
  • Strong oral and written communication and presentation skills
  • Proficient in Microsoft Excel with knowledge of pivot tables and formulas
  • Bachelor's degree required, preferably in Finance or Accounting

Responsibilities

  • Lead clients as the functional expert in Adaptive Insights Planning and Budgeting
  • Guide clients through project phases including fit/gap analysis and testing
  • Assist with integration of Adaptive Insights into Workday environments
  • Advise clients on options, risks, and impacts on processes or systems
  • Configure Adaptive Insights to meet unique business requirements
  • Collaborate with data migration teams to convert legacy data into Workday/Adaptive Insights
  • Support integration teams in design, configuration and testing
  • Continuously seek improvements in delivering Adaptive Insight solutions

Benefits

  • Training and certification opportunities in Workday Financials
  • Flexible working environment with required travel to client sites
  • Opportunity to work on diverse projects across various industries
  • Collaborative team culture
  • Access to continuous professional development resources
Full Job Description
Peoplevisor is seeking a certified and experienced Adaptive Insights Planning and Budgeting Consultant. If you are passionate about adaptive insights, assisting clients, and all the challenges that go with being a consultant, you will want to be a part of our team. Our people have the skills and business expertise to provide exceptional consulting services to clients, helping them gain the optimum benefit from their Workday software. This position requires 50% travel with projects executed on-site at Peoplevisor client locations nationwide. The selected candidate will be eligible for training and certification in Workday Financials.

KEY EXPECTATIONS

  • Be the Adaptive Insights Planning and Budgeting functional expert and lead clients through the entire systems development lifecycle
  • Guide clients through all project phases including fit/gap, configuration and testing
  • Assist clients in fully integrating Adaptive Insights into their current Workday business environments
  • Advise client on options, risks, and any impacts on other processes or systems
  • Configure Adaptive Insights and integrations to meet each client's unique business requirements and provide insight on best practices
  • Work with the client and data migration team to help convert legacy data into Workday/Adaptive Insights
  • Assist the integration team with design, configuration and testing delivered and custom integrations
  • Complete tasks efficiently and in a timely manner, reporting progress to managers
  • Continually seek ways to improve the process of delivering Adaptive Insight solutions


DESIRED SKILLS AND EXPERIENCE

  • Adaptive Insights certification and implementation experience is required
  • 2-3+ years of hands-on experience implementing budgeting and planning systems, such as Tidemark, Adaptive Planning, Hyperion, etc.
  • Experience re-engineering budgeting and planning processes
  • Ability to translate customer business requirements to system configuration and business processes
  • Excellent oral and written communication skills
  • Excellent presentation skills
  • Strong Microsoft Excel skills, experience using pivot tables, vLookups and formulas
  • Experience with object oriented applications is a plus
  • A Bachelor's degree is required, Finance or Accounting preferred


Consulting Skills

  • Show that you have the ability to manage project scope and client expectations
  • Be on top of things by taking the initiative to follow-through on assignments and issue resolution
  • Think outside the box and show you have the ability to develop creative solutions
  • Be a good teammate by clearly and effectively communicating with your project team and your client
  • Be a good communicator by consistently producing clear, concise and accurate status reports
  • Know when and how to address your clients and build confidence and trust with them
  • Know when the details are important by displaying effective analytical skills
  • Quality and reputation matters, be in the game by showing your dedication to success


Employer's Rights:

Peoplevisor, LLC. has the right to revise this job description at any time. This job description is not a contract for employment. This job description does not list all the duties of the job. You may be asked by your supervisors or managers to perform other duties. You will be evaluated in part based upon your performance of the tasks listed in this job description.

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