Adaptive Planning - Support consultant

EXP- 4+ Years

Key Responsibilities
Strategy & Configuration
Record to Report (R2R)
- Own and govern the Workday Financial Data Model (FDM).
- Configure and maintain business processes for Journals, Fixed Assets, and Allocations.
- Design, implement, and manage the period-close checklist to reduce close timelines and improve efficiency.

Adaptive Planning
- Maintain and monitor integrations between Workday Core Financials and Adaptive Planning.
- Manage versions, sheets, and level hierarchies for annual budgeting, forecasting, and scenario planning.
- Support ongoing enhancements and optimization of Adaptive models.

Tax & Treasury
- Configure and manage Bank Account Management, settlement rules, and ad-hoc bank transactions.
- Maintain withholding tax configurations and sales tax adapter integrations.
- Support treasury-related operational activities and compliance requirements.

Reporting
- Design and maintain Composite Reports for external financial statements, including Balance Sheet, Profit & Loss, and Cash Flow statements.




- Ensure accuracy, consistency, and compliance of financial reporting outputs.

Support & Operational Activities
Period Close Support
- Provide hands-on support during month-end, quarter-end, and year-end close.
- Troubleshoot and resolve critical issues such as unposted journals, accounting date mismatches, and validation errors impacting close.

Bank Reconciliation
- Investigate and resolve bank statement lines failing automated reconciliation.
- Support exception handling and reconciliation accuracy improvements.

Adaptive User Support
- Resolve access and security issues for budget managers and business users.
- Troubleshoot and fix formula, structure, and data issues within Adaptive Planning sheets.

Asset Management
- Diagnose and correct depreciation calculation issues.
- Reverse, correct, or reprocess incorrect asset disposals and adjustments.

FDM Governance
- Review, validate, and approve Cos

📌 Adaptive Planning (Pune)
🏢 Jade Global
📍 Pune