Adaptive Planning - Support consultant
Jade Global · Pune
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