Adaptive Insight Integration Consultant

Job Summary :

We are seeking an experienced Adaptive Insights Integration Consultant with strong expertise in Workday Adaptive Planning, financial systems transformation, and enterprise SaaS integrations. The ideal candidate will have hands-on experience in designing, developing, and managing Adaptive Insights integrations, along with a deep understanding of FP&A processes, financial planning, forecasting, and enterprise data architecture.

The candidate should be capable of working closely with Finance, FP&A, and technical teams to implement scalable and optimized planning solutions while ensuring seamless integration with enterprise applications.

Key Responsibilities :

Adaptive Insights Development & Integration :

- Design, develop, and maintain inbound and outbound integrations within Workday Adaptive Planning.

- Build and manage integrations using :

i. Adaptive Integration Framework (AIF)

ii. APIs

iii. Flat files

iv. ETL tools

- Configure and support automated data loads, scheduled integrations, and data synchronization processes.

- Develop and maintain integration workflows between Adaptive Planning and enterprise systems such as NetSuite, Coupa, ERP, HRMS, CRM, and other SaaS applications.

- Ensure data accuracy, consistency, and integrity across integrated systems.

Financial Planning & FP&A Support :

- Collaborate with Finance and FP&A stakeholders to understand budgeting, forecasting, workforce planning, and reporting requirements.

- Translate business requirements into scalable Adaptive Planning solutions.

- Support financial reporting, dashboards, and analytical models.

- Assist in planning cycle improvements and financial process automation.

Architecture & Data Management :

- Design scalable financial data models and metadata structures.

- Support multi-entity and global planning implementations.

- Define best practices for hierarchy management, dimensions, versions, and model optimization.

- Provide solution architecture recommendations for enterprise-wide Adaptive Planning implementations.

Performance Optimization & Troubleshooting :

- Troubleshoot integration failures, performance bottlenecks, and data load issues.

- Optimize Adaptive Planning models and integrations for scalability and performance.

- Handle complex transformations and large-volume financial datasets.

- Perform root cause analysis and implement preventive measures.

Stakeholder Collaboration & Governance :

- Work with business users, technical teams, and external vendors to deliver integration solutions.

- Participate in requirement gathering, design workshops, testing, deployment, and post-production support.

- Document technical designs, integration mappings, and operational procedures.

- Ensure compliance with governance, security, and audit requirements.

Required Skills & Experience :

Core Experience :

- 5+ years of overall experience in FP&A systems, EPM implementations, or financial systems consulting.

- 3+ years of hands-on experience with Workday Adaptive Planning (Adaptive Insights).

- Strong expertise in enterprise financial planning and reporting processes.

Technical Skills :

- Hands-on experience with :

i. Adaptive Integration Framework (AIF)

ii. APIs and data integrations

iii. Data imports/exports and automation

iv. ETL processes and tools

v. Metadata management and financial data modeling

- Strong understanding of :

i. Financial planning and forecasting models

ii. Multi-dimensional data structures

iii. Financial consolidations and reporting

- Experience with SQL and data transformation logic is preferred.

Enterprise SaaS Integration Experience :

- Experience integrating Adaptive Planning with :

i. NetSuite

ii. Coupa

iii. ERP systems

iv. HRMS platforms

v. Other enterprise SaaS applications

- Knowledge of REST/SOAP APIs and middleware tools is an advantage.

Architecture & Optimization :

- Experience in :

i. Solution architecture

ii. Financial data design

iii. Multi-entity/global implementations

iv. Platform scalability improvements

v. Performance tuning and optimization