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About the Role

Lead Workday Adaptive Planning implementations, guiding clients through discovery, design, build, and enablement. This role offers exposure to complex client structures, strategic insights, and career growth in a collaborative environment.

Responsibilities

• Lead full-lifecycle Workday Adaptive Planning implementations across key project phases: Discovery & Assessment, Design & Document, Build & Deploy, and Train & Enable.
• Facilitate discovery sessions, including systems/data and integration mapping, budget process walkthroughs, and budget model and template deep-dives.
• Create Adaptive design documentation, define user roles and security, and secure client review and sign-off on design.
• Lead core Adaptive configuration, data source and loader integration development, historical data loads, and planning/budget module development.
• Develop driver-based planning, collaborative planning, dynamic reporting, and OfficeConnect reporting capabilities for clients.
• Serve as the primary point of contact and trusted advisor for client finance leadership throughout the engagement.
• Translate client budgeting, planning, and forecasting requirements into scalable Adaptive solutions.
• Advise on FP&A process optimization, financial modeling, and enterprise performance management best practices.
• Consider controls, governance, and SOX implications within solution design.
• Lead continuous project and change management activities across engagements.
• Develop user guides and role-based playbooks for Adaptive.
• Conduct training and user acceptance testing (UAT) sessions with key stakeholders to drive adoption.
• Manage engagement scope, budgets, timelines, staffing, and fees, and support scoping and engagement letter development.
• Mentor and develop staff, seniors, and offshore team members, and review deliverables for quality and accuracy.
• Identify cross-service opportunities across the Office of the CFO (ERP implementation, managed FP&A, technical accounting, and outsourced accounting).

Requirements

• Bachelor's degree in Accounting, Finance, Information Systems, or a related field.
• 6+ years of progressive experience in FP&A, finance transformation, or EPM consulting.
• Hands-on experience implementing Workday Adaptive Planning (Adaptive Insights), including configuration, integrations, and model/template design.
• Strong understanding of budgeting, planning, forecasting, and financial reporting processes.
• Proven project management skills and the ability to manage multiple client engagements simultaneously.
• Excellent communication, facilitation, and client relationship skills.

Skills

• Workday Adaptive Planning
• FP&A
• Finance Transformation
• EPM Consulting
• Configuration
• Integrations
• Model/Template Design
• Budgeting
• Planning
• Forecasting
• Financial Reporting
• Project Management
• Communication
• Facilitation
• Client Relationship Management
• Sage Intacct
• NetSuite
• Close Management
• BI/Reporting Tools
• Change Management
• Finance Operating Model Design

Experience Level

• 6+ years of progressive experience

Education Level

• Bachelor's degree in Accounting, Finance, Information Systems, or a related field.
• CPA
• CMA
• Workday Adaptive certification

Salary/Compensations

• Estimated Base Range: $90,000-$150,000

Benefits

• Comprehensive and competitive Total Rewards package
• Time off outside of standard PTO to give back to the community
• Annual discretionary merit increases and bonuses
• Talent development resources

About the Company

• At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people.
• We honor our foundational principle of “great people first” by championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people.
• Our offerings go beyond standard options.

Equal Opportunity

• We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.