Adaptive Insights Consultant

Collaborative Solutions Chicago , IL 60602

Posted 3 weeks ago

Collaborative Solutions is a leading global Finance and HR Transformation consultancy that leverages world-class cloud solutions to help deliver successful outcomes for its customers. As one of the longest-tenured consulting partners with Workday, Collaborative Solutions has a 98% customer satisfaction rate and has executed over 450 Workday Financial Management, Human Resources, and Payroll deployments for global Fortune 500 companies, medium-sized businesses, and education and government institutions.

We have partnered with Workday to deploy Adaptive Insights, a modern cloud-based business planning and analytics solution. We are currently seeking an EPM (Enterprise Performance Management) Consultant with Adaptive Insights experience to assist with this partnership. An ideal candidate will have financial/multi-dimensional modeling experience and possess the ability to quickly understand and decompose financial, business, and technical concepts.

Key Areas of Responsibility:

  • Work with clients to understand their current planning process and take a consultative approach to move legacy models into Adaptive Insights.

  • Leverage your expertise to recommend the best solution based on the client's requirements, budget, and time frame; with the flexibility to adapt the scope as additional needs are identified.

  • Guide the customer through facilitated design sessions and configuration decisions based on best practices and an understanding of the customer's unique business requirements at all stages of the project.

  • Regularly engage and support the client through all phases of the project, ensuring a smooth transfer from legacy systems to Adaptive Insights.

  • Perform multiple tasks under limited direction, while regularly keeping the client, your project team and your Engagement Manager abreast of changes or progress related to the project.

  • Act as a mentor to fellow consultants and analysts, including providing support for shadow assignments.

  • Assist with sales activities by attending sales calls as an Adaptive Insights subject matter expert.

  • Work with Solutions Architects to review Statements of Work (SOWs) to assure proper scoping, timelines, and resource allocations.

  • Actively participate in update training and internal opportunities to share one's skills and learnings with others within the organization.

  • Maintain cutting-edge knowledge of product functionality with each new Workday release.

Skills and Qualifications:

  • BA or equivalent in Finance or Accounting.

  • 2+ years of experience working on medium to large scale Adaptive Insights implementations (preferred), or other EPM systems such as Sage Intacct, Host Analytics, or Vena.

  • 5-7 years of Finance/Consulting work experience with a background in accounting, finance, consolidation, management reporting, planning and analysis, forecasting and budgeting.

  • Proven ability of leading teams of consultants in delivering complex technology solutions.

  • Proven track-record of client success with an ability to plan, monitor and report project plans with experience managing budget, scope and timelines.

  • Ability to speak to both the financial and technical aspects of EPM. Experience managing technical upgrades and ETL/data movement is a plus.

  • Ability to create and sustain a relationship with clients, inspiring confidence in themselves and the delivery team while driving to reference-ability.

  • Deep knowledge of EPM software industry market and products.

  • Ability to travel 30% on average.

Equal Opportunity statement:

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or status as a Vietnam or disabled veteran.

Disability statement:

Because we do business with the government, we must reach out to, hire and provide equal opportunity to qualified people with disabilities. If you'd like to voluntarily submit your disability status to us, please use the url in this posting to complete the Voluntary Self-Identification of Disability form and send it to EEO@collaborativesolutions.com. Any answer you provide will be kept private and will not be used against you in any way.

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Collaborative Solutions