Digital Planning Analyst

Key Responsibilities:

Training and Knowledge Transfer

• Complete Workday Adaptive Planning training (On-Demand Power User and Workday Pro Training).
• Train internal planning power users using a 'train-the-trainer' model.
• Support knowledge transfer and upskilling initiatives across finance and digital teams.

Project Participation and Management

• Actively participate in project meetings (design reviews, change control, etc.).
• Oversee planning, execution, and delivery of digital projects to ensure timely and budget-aligned outcomes.
• Coordinate with cross-functional teams to support digital transformation goals.

Design, Configuration, and Implementation

• Design, configure, test, and implement business requirements using Workday Adaptive Planning.
• Collaborate with IT Architects, Snowflake/Adaptive Integration specialists, and the Central Data Office to configure data pipelines.
• Align financial data models with strategic business objectives.

Testing and Documentation

• Assist business users in configuration testing and UAT.
• Develop and maintain detailed documentation for configurations, processes, and training materials.

Problem Solving and Continuous Improvement

• Conduct root cause analysis for planning and reporting issues and implement corrective actions.
• Identify and drive process improvements, leveraging automation and digital best practices.

Digital Strategy Development

• Partner with stakeholders to develop digital strategies aligned with planning and budgeting objectives.
• Stay current with evolving technologies and make recommendations for enhancements.

Data Analysis and Reporting

• Analyze large data sets and generate actionable insights to support decision-making.
• Develop dashboards and reports for financial and operational metrics using BI tools.

Stakeholder Engagement

• Serve as a key liaison between IT, Finance, and business units to ensure transparency and effective communication.
• Maintain continuous alignment with project stakeholders and sponsors.

Required Skills and Qualifications:

• Education: Bachelor's degree in Business Administration, Engineering, Information Technology, Finance, or a related field.
• Experience:
• Minimum 3 years of experience in digital project management, planning, or FP&A roles.
• At least 2 years of experience in financial planning and analysis (FPA), budgeting, or forecasting.
• Hands-on experience with Workday Adaptive Planning or similar financial planning systems (e.g., Oracle, SAP BPC, Hyperion).
• Experience with ERP systems such as SAP, BI tools like Tableau or Power BI, and data tools like SQL and advanced Excel.
• Certifications: Workday certification, CPA, CFA, or equivalent (preferred but not mandatory).

Core Competencies:

• Strong analytical and problem-solving skills.
• Excellent interpersonal and communication abilities.
• Proven ability to manage multiple projects simultaneously.
• Strong data visualization and reporting capabilities.
• Collaborative team player with self-motivation and a growth mindset.
• Ability to understand and translate financial data into business insights.

Preferred Skills and Qualifications:

• Familiarity with planning and budgeting cycles.
• Financial and accounting background.
• Understanding of enterprise data platforms (e.g., Snowflake).
• Experience with planning and stewardship in Oracle platforms (if Workday experience is not available).