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Adaptive Planning - Support consultant

Jade Global · Pune

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Collected role description

Role overview

Adaptive Planning - Support consultant at Jade Global

Strategy & Configuration Record to Report (R2R) Own and govern the Workday Financial Data Model (FDM).

Responsibilities

  • Configure and maintain business processes for Journals, Fixed Assets, and Allocations.
  • Design, implement, and manage the period-close checklist to reduce close timelines and improve efficiency.
  • Adaptive Planning Maintain and monitor integrations between Workday Core Financials and Adaptive Planning.
  • Manage versions, sheets, and level hierarchies for annual budgeting, forecasting, and scenario planning.
  • Support ongoing enhancements and optimization of Adaptive models.
  • Tax & Treasury Configure and manage Bank Account Management, settlement rules, and ad-hoc bank transactions.
  • Maintain withholding tax configurations and sales tax adapter integrations.
  • Support treasury-related operational activities and compliance requirements.
  • Reporting Design and maintain Composite Reports for external financial statements, including Balance Sheet, Profit & Loss, and Cash Flow statements.
  • Ensure accuracy, consistency, and compliance of financial reporting outputs.
  • Support & Operational Activities Period Close Support Provide hands-on support during month-end, quarter-end, and year-end close.
  • Troubleshoot and resolve critical issues such as unposted journals, accounting date mismatches, and validation errors impacting close.
  • Bank Reconciliation Investigate and resolve bank statement lines failing automated reconciliation.
  • Support exception handling and reconciliation accuracy improvements.
  • Adaptive User Support Resolve access and security issues for budget managers and business users.
  • Troubleshoot and fix formula, structure, and data issues within Adaptive Planning sheets.
  • Asset Management Diagnose and correct depreciation calculation issues.
  • Reverse, correct, or reprocess incorrect asset disposals and adjustments.
  • FDM Governance Review, validate, and approve Cost Center and Ledger Account requests.
  • Ensure correct financial mappings and alignment between Workday Financials and Adaptive Planning.
  • Required Skills & Experience Strong hands-on experience with Workday Financials (R2R, Assets, Banking, Accounting).
  • Practical experience supporting Adaptive Planning budgeting and forecasting models.
  • Proven experience providing L2 production support in a Workday environment.
  • Solid understanding of financial close processes and reporting requirements.
  • Ability to troubleshoot integration, configuration, and data issues effectively.

Preferred qualifications and skills

  • Workday Financials and/or Adaptive Planning certification.
  • Experience in Managed Services or AMS support models.
  • Exposure to multi-entity, multi-currency financial environments.
  • Working at Jade Global Talented people are drawn to world-class organizations that offer outstanding opportunities, and Jade Global is an employer of choice for individuals around the world.
  • We invest in each employee’s personal and professional wellbeing because we understand that client success, as well as our ultimate success, starts with our employees.
  • We seek to provide the benefits you need while standing behind you every step of the way.
  • Our programs include health-related policies and leave donation policy.

Employment details

  • Location: Pune [Maharashtra]

Additional role details

  • Adaptive Planning - Support consultant1