Uniphore is one of the largest B2B AI-native companies—decades-proven, built-for-scale and designed for the enterprise. The company drives business outcomes, across multiple industry verticals, and enables the largest global deployments.
Uniphore infuses AI into every part of the enterprise that impacts the customer. We deliver the only multimodal architecture centered on customers that combines Generative AI, Knowledge AI, Emotion AI, workflow automation and a co-pilot to guide you. We understand better than anyone how to capture voice, video and text and how to analyze all types of data.
As AI becomes more powerful, every part of the enterprise that impacts the customer will be disrupted. We believe the future will run on the connective tissue between people, machines and data: all in the service of creating the most human processes and experiences for customers and employees.
Job Description:
Your Role -
We are looking for an experienced Adaptive Planning & Workday Systems Specialist to join our Finance Systems team. This role will serve as the technical owner and administrator of our Adaptive Planning environment and Workday finance integrations, ensuring the planning platform is reliable, accurate, and scalable.
The ideal candidate has hands-on experience administering Adaptive Planning and Workday, managing integrations, developing reports, supporting monthly financial processes, and resolving system issues. This individual will partner closely with the FP&A, Accounting, HR, and IT teams to continuously improve planning, reporting, and data automation across the organization.
Your Responsibilities
- Administer and maintain the Adaptive Planning environment, including models, dimensions, versions, hierarchies, and security.
- Configure and maintain planning models, assumptions, allocation rules, and metadata, including cost centers, chart of accounts, entities, departments, products, and other planning dimensions.
- Manage monthly Workday to Adaptive integrations, ensuring timely and accurate actuals loads and forecast roll-forwards.
- Build and maintain integrations between Adaptive Planning, Workday, and other enterprise applications.
- Develop, maintain, and enhance Workday and Adaptive reports, dashboards, and reporting packages.
- Support monthly, quarterly, and annual forecast, budget, and long-range planning cycles from a systems perspective.
- Ensure data integrity, reconciliation, and consistency between Workday, Adaptive Planning, and downstream reporting systems.
- Troubleshoot and resolve Adaptive Planning and Workday system issues, working with internal teams and vendors as needed.
- Support system enhancements, upgrades, testing activities, and new feature deployments.
- Create and maintain system documentation, process documentation, and user training materials.
- Partner closely with FP&A and Accounting teams to improve planning, reporting, and financial processes through automation and best practices.
Your Qualifications
- 5+ years of hands-on experience administering Workday Adaptive Planning and Workday Financials, including reporting, integrations, and system administration.
- Strong expertise in Adaptive Planning model design, dimensions, versions, hierarchies, security, and metadata management.
- Experience managing Workday integrations, monthly actuals loads, forecast roll-forwards, and developing Workday and Adaptive reports.
- Experience supporting budgeting, forecasting, and financial planning processes, with familiarity with ERP, CRM, and financial data architecture.
- Strong analytical, troubleshooting, and problem-solving skills with the ability to resolve complex system and integration issues.
- Good Excel skills and strong communication abilities, with experience collaborating effectively across Finance, Accounting, HRIS, and IT teams.
Good to Have
- Consulting experience implementing Adaptive Planning or Workday solutions.
- Experience with Adaptive Office Connect or Workday Prism Analytics.
- Experience integrating Salesforce, NetSuite, or other ERP/CRM systems with Adaptive Planning.
- Knowledge of FP&A processes, management reporting, and financial statement structures (P&L, Balance Sheet, and Cash Flow).
Location preference:
Uniphore is an equal opportunity employer committed to diversity in the workplace. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, disability, veteran status, and other protected characteristics.
For more information on how Uniphore uses AI to unify—and humanize—every enterprise experience, please visit www.uniphore.com.
Skills Required
- Admin or superuser of Adaptive Planning, Workday Financials, or equivalent planning/ERP systems
- Extensive experience resolving technical issues in planning/ERP platforms
- System implementation/integration experience (Workday integrations, Adaptive Planning model builds)
- Experienced with Workday and Salesforce or similar ERP/CRM systems
- Accounting background with solid understanding of balance sheet and cash flow modeling
Uniphore Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Uniphore and has not been reviewed or approved by Uniphore.
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Healthcare Strength — Health coverage includes medical, dental, vision, mental‑health resources, and wellness programs, with multiple plan options (including HSA/FSA) indicating robust depth. Plan quality and affordability are highlighted relative to peers.
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Leave & Time Off Breadth — Time off includes generous PTO, paid holidays, and a paid birthday day off. Enhanced parental, caregiver, and bereavement leave extend coverage beyond standard policies.
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Retirement Support — Retirement offerings include a U.S. 401(k) with company match and pension/retirement plans with employer contributions in many countries. These programs support longer‑term financial security alongside core pay.
Uniphore Insights
What We Do
The Business AI Cloud is the only sovereign, composable and secure AI platform that enables businesses to rapidly adopt, significantly transform and immediately unlock the value of their data. Trusted by more than 2,500 of the world’s largest enterprises and recognized by Gartner, Forrester, IDC and the Deloitte Fast 500, Uniphore is where enterprise AI moves from ambitions to production. A Complete, Composable Platform Uniphore is designed to be: Sovereign — run on any public cloud, private cloud or on-premises with full control over your data and AI models. Composable — choose your layer, model, or component—vector DBs, knowledge graphs, data compute, and beyond. Secure — embedded guardrails, observability, and AI security ensure trusted, compliant, and enterprise-grade protection. Trusted at Scale Over 2,000 global businesses — including many of the Fortune 500 — rely on Uniphore every day to drive growth, improve efficiency, and deliver personalized customer experiences. Customers include leaders across industries, like Skechers, LastPass, Atlassian, HP, Allstate, Sony, and more. Industry Recognition Named to Inc.'s Best in Business List Listed on the Deloitte Technology Fast 500 Recognized in reports by Gartner, Forrester, and IDC From Pilot to Production Through strategic collaborations with industry leaders like KPMG, Cognizant, Rackspace, Databricks and Snowflake, Uniphore helps organizations move beyond experimental AI pilots to production-grade deployment — operationalizing AI agents across internal and client-facing workflows at scale.
