Functional Consultant - Planning

Workday Workday · Enterprise · London, United Kingdom

This role is for a Functional Consultant at Workday, focusing on implementing Workday's Adaptive Planning product for finance and HCM. The role involves gathering requirements, configuring solutions, and advising customers on best practices for planning, budgeting, forecasting, and reporting. It is not directly involved in building or researching AI/ML models.

What you'd actually do

  1. Leading or supporting the implementation of Workday Adaptive Planning across Finance and HCM functional streams, ensuring solutions are designed to address customer business challenges
  2. Conducting discovery sessions and requirements gathering workshops to understand customer needs, use cases, and goals, and translating those into well-defined solution designs
  3. Configuring and deploying Adaptive Planning solutions, including financial models, reports, dashboards, and integrations, in alignment with customer requirements
  4. Serving as a trusted advisor to customers throughout the implementation lifecycle, providing guidance on best practices and helping them get the most out of the platform
  5. Collaborating with project team members, including project managers and technical consultants, to ensure implementations are delivered on time and to a high standard

Skills

Required

  • 5+ years of related experience in consulting, either as an internal consultant or with a consulting or software company
  • Experience working with or implementing a Tier 1 Planning software application such as Workday Adaptive Planning, Anaplan, OneStream, Hyperion, or a similar application
  • Business fluency in English
  • Skilled in requirements gathering, with the ability to lead discovery sessions using techniques such as interviews, workshops, and use case development to accurately identify and define customer needs, ensuring implementations are clearly scoped and aligned with business objective
  • Excellent communication skills, both verbal and written, with the ability to adapt your style to different audiences — from Finance teams to senior leadership — and to present complex information in a clear and engaging manner
  • Experienced in influencing and guiding customer decisions through persuasive and consultative communication, helping drive alignment across project teams and fostering collaboration on implementation approach and design
  • Demonstrated ability in relationship management, including building and maintaining trusted advisor relationships with customers throughout the implementation lifecycle, improving customer satisfaction and fostering long-term partnerships
  • Proficient in solutions design, with experience identifying complex business challenges and designing tailored Adaptive Planning configurations and models that improve efficiency, reporting, and dec

Nice to have

  • Excellent interpersonal and written communication skills to articulate commercial terms clearly during negotiations with renewing customers.
  • Comfortable investigating and resolving complex customer dynamics during the renewal process.
  • Ability to quickly prioritize a high volume of work and execute efficiently under tight deadlines.
  • Self-driven and autonomous, with a strong sense of ownership over a large, complex portfolio.
  • Strong analytical skills with a detail-oriented, process-minded approach.
  • Great Workday ambassador, modeling core values and contributing to a strong, positive culture.