Workday Adaptive Planning Specialist

Workday Adaptive Planning Specialist

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

Functional & Planning Skills

• Hands-on experience building and maintaining models in Workday Adaptive Planning
• Strong understanding of FP&A processes (budgeting, forecasting, variance analysis)
• Ability to design and optimize planning models, cubes, sheets, and dimensions
• Expertise in workforce, expense, revenue, and CapEx planning models
• Ability to translate business requirements into scalable Adaptive Planning solutions
• Knowledge of planning cycles, driver‑based planning, and scenario modeling

Technical Skills

• Advanced proficiency in Adaptive Planning formulas and expressions
• Experience with Data Integration (Workday Integration Framework, Adaptive Loader, APIs)
• Strong skills in data mapping, transformation, and troubleshooting data loads
• Ability to build dashboards, reports, and visualizations in Adaptive Planning
• Solid understanding of security administration (roles, permissions, access setup)

Workday Ecosystem Skills

• Experience working with Workday Financial Management
• Understanding of how Adaptive Planning integrates with Workday Financials, WD HCM, or external ERP systems
• Ability to collaborate with Workday functional leads to maintain upstream/downstream data accuracy

Analysis & Reporting

• Ability to develop and maintain complex financial reports and board‑ready dashboards
• Strong analytical mindset with experience interpreting financial and operational data
• Ability to work with Finance leadership to deliver actionable insights

Project & Stakeholder Skills

• Experience participating in or leading Adaptive Planning implementations or enhancements
• Ability to conduct user training and create documentation
• Excellent communication skills for cross-functional collaboration
• Ability to troubleshoot issues and manage change requests

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

Experience Level

Senior Level