Company Overview
Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. But the truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.
Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 950 colleagues worldwide, all of whom are equity owners of the firm.
Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C
We are seeking a detail-oriented and strategic Workday Adaptive Planning Specialist to support and enhance our financial planning and analysis (FP&A) capabilities. This role will be responsible for the administration, configuration, and optimization of the Workday Adaptive Planning platform, ensuring it meets the evolving needs of the business. The ideal candidate will have a strong foundation in Accounting, Finance, budgeting, and forecasting. Hands-on expertise in configuring and optimizing Adaptive Planning solutions, financial modeling, systems implementation, and cross-functional collaboration is required.
Essential Functions/Responsibilities:
Lead the architecture, design, and configuration of Workday Adaptive Planning to meet business needs and financial planning objectives.
Administer and maintain the Workday Adaptive Planning system, including user access, security roles, and data integrations.
Configure and optimize models, sheets, dashboards, and workflows to support budgeting, forecasting, and reporting needs.
Collaborate with FP&A and business units to gather requirements and translate them into system solutions.
Support the annual budgeting process, rolling forecasts, and long-range planning initiatives.
Develop and maintain complex financial models and scenarios within Adaptive Planning.
Create and manage reports, dashboards, and visualizations to provide actionable insights to stakeholders.
Ensure data accuracy, alignment with accounting principles, internal financial policies, and integrity across systems through validation and reconciliation processes.
Integrate Adaptive Planning with Workday Financials and other enterprise systems as needed.
Provide training, documentation and support to finance and business users on Adaptive Planning functionality.
Act as a liaison between finance, IT, and external vendors to resolve issues and implement solutions.
Minimum Qualifications:
Education & Experience
Bachelor’s degree in Computer Science, Information Systems, Finance, Accounting or related field.
3–5+ years of experience with Workday Adaptive Planning.
Strong understanding of financial planning, budgeting, and forecasting processes.
Technical Skills
Proficiency in Adaptive Planning model building, allocation logic, scenario forecasting, sheet design, and dashboard creation.
Experience with data integration tools and techniques (e.g., Workday Integration Framework, EIBs, APIs).
Advanced Excel skills: familiarity with SQL or scripting languages is a plus.
Soft Skills
Excellent problem-solving and analytical skills.
Strong communication and stakeholder management abilities.
Strong organizational skills
Ability to work independently and lead cross-functional technical initiatives in a fast-paced environment
Preferred Certifications:
Workday Adaptive Planning Certification
CPA, CFA, or other finance-related certifications are a plus
MD Salary Range: $160-$170k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).
Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).
Benefits
At Brown Advisory we offer a competitive compensation package, including full benefits.
• Medical
• Dental
• Vision
• Wellness program participation incentive
• Financial wellness program
• Fitness event fee reimbursement
• Gym membership discounts
• Colleague Assistance Program
• Telemedicine Program (for those enrolled in Medical)
• Adoption Benefits
• Daycare late pick-up fee reimbursement
• Basic Life & Accidental Death & Dismemberment Insurance
• Voluntary Life & Accidental Death & Dismemberment Insurance
• Short Term Disability
• Paid parental leave
• Group Long Term Disability
• Pet Insurance
• 401(k) (50% employer match up to IRS limit, 4 year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.
Top Skills
What We Do
Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service with offices in Austin, Baltimore, Boston, the Carolinas, Delaware, Frankfurt, London, New York, San Francisco, Singapore, Virginia and Washington, D.C. The firm’s institutional and private clients are based in 50 states and more than 42 countries and territories and are served by over 800 colleagues worldwide, all of whom are equity owners of the firm.
Mutual Fund Website: https://www.brownadvisory.com/mf
Social Media Disclosures: https://www.brownadvisory.com/us/social-media-disclosures
