Responsibilities:
- Serve as the system owner and subject matter expert for Workday Adaptive Planning, ensuring reliable operation and continuous improvement.
- Build and maintain financial models, sheets, and reports to support budgeting and forecasting needs
- Design and restructure account hierarchies, dimensions, and attributes to align with evolving business needs
- Own system enhancements, troubleshoot user issues, and provide day-to-day support across departments
- Collaborate with FP&A team members to gather requirements and translate them into Adaptive Planning configurations
- Proactively identify opportunities to streamline processes, automate workflows, and improve data accuracy
- Manage and troubleshoot integrations between Adaptive, Workday FINs, Workday HCM, and other systems
- Translate business needs into scalable system solutions through configuration, formula logic, and reporting
- Collaborate with external Workday consultants
- Support monthly reporting and annual budgeting processes in Adaptive Planning
- Identify opportunities to improve system usage and train internal users on best practices
- Stay up to date on Workday releases and recommend relevant features to adopt
- Partner with Finance, HR, and IT teams to ensure data consistency, compliance, and efficient workflows
- Drive process improvements to enhance the efficiency and effectiveness of the FP&A function
- Be a driver of change and challenge the status quo to enable scalable, automated solutions
Qualifications:
- Bachelor's degree in finance, accounting, economics, or related field. Info Systems degree is a plus, but not required.
- 5+ years of hands-on experience administering Workday Adaptive Planning, including modeling, writing formulas, and report building.
- Deep knowledge of financial planning structures (account hierarchies, dimensions, attributes, etc.).
- Strong knowledge of Adaptive Integrations
- Strong communication skills – able to partner with both technical and non-technical users.
- Ability to take full ownership of the system while working autonomously and cross-functionally.
- Comfortable writing and troubleshooting formulas
- Ability to work independently and collaboratively in a fast-paced and dynamic environment
- Attention to detail, accuracy, and quality
Preferred Qualifications
- Strong understanding of how Workday Adaptive Planning interacts and integrates with other Workday modules
- Comfortable writing and troubleshooting Workday Report Writer
- SQL familiarity a plus
- Experience working in a CPA, advisory, or other professional services firm strongly preferred
Top Skills
What We Do
Aprio is a premier CPA and business advisory firm that advises clients and associates on how to achieve what’s next. Aprio’s associates work as integrated teams across advisory, assurance, tax, outsourcing, staffing and private client services, bringing the best thinking and personal commitment to each client. Across practices, Aprio brings together proven expertise, deep understanding and strategic foresight for industries including Manufacturing and Distribution; Non-Profit and Education; Professional Services; Real Estate and Construction; Retail, Franchise and Hospitality; and Technology and Blockchain.
Headquartered in Atlanta, Georgia, Aprio has grown to over 1,000+ team members. To serve clients wherever life or business may take them, Aprio’s teams speak more than 30 languages and work with clients in over 50 countries.









