Adaptive Insights Principal Consultant (Continuous Value Services)

Full Time
Remote
Posted
Job description
Collaborative has partnered with Workday to deploy Adaptive Insights, a modern cloud-based business planning and analytics solution. The ideal candidate will have financial/multi-dimensional modelling experience and possess the ability to quickly understand and decompose financial, business, and technical concepts.

Key Responsibilities:
  • Work with clients to understand their current planning process and take a consultative approach to move legacy models into Adaptive Insights.
  • Leverage your expertise to recommend the best solution based on the client’s requirements, budget, and time frame; with the flexibility to adapt the scope as additional needs are identified.
  • Guide the customer through facilitated design sessions and configuration decisions based on best practices and an understanding of the customer’s unique business requirements at all stages of the project.
  • Regularly engage and support the client through all phases of the project, ensuring a smooth transfer from legacy systems to Adaptive Insights.
  • Perform multiple tasks under limited direction, while regularly keeping the client, your project team and your Engagement Manager abreast of changes or progress related to the project.
  • Act as a mentor to fellow consultants and analysts, including providing support for shadow assignments.
  • Assist with sales activities by attending sales calls as an Adaptive Insights subject matter expert.
  • Work with Solutions Architects to review Statements of Work (SOWs) to assure proper scoping, timelines, and resource allocations.
  • Actively participate in update training and internal opportunities to share one’s skills and learnings with others within the organization.
  • Maintain cutting-edge knowledge of product functionality with each new Workday release.

Skills and Requirements:
  • BA or equivalent in Finance or Accounting or equivalent experience
  • 2+ years of experience working on medium to large scale Adaptive Insights implementations (preferred), or other EPM systems such as Anaplan, SAP, Sage Intacct, Host Analytics, or Vena.
  • 5-7 years of Finance/Consulting work experience with a background in accounting, finance, consolidation, management reporting, planning and analysis, forecasting and budgeting.
  • Proven ability in delivering complex technology solutions.
  • Proven track-record of client success with an ability to plan, monitor and report project plans with experience managing budget, scope and timelines.
  • Ability to speak to both the financial and technical aspects of EPM. Experience managing technical upgrades and ETL/data movement is a plus.
  • Ability to create and sustain a relationship with clients, inspiring confidence in themselves and the delivery team while driving to reference-ability.
  • Deep knowledge of EPM software industry market and products.
#LI-Remote
Why Choose Collaborative?
  • Unlimited paid time off, including volunteer hours, balance days, flexible work schedules, and options to work remotely or out of one of 5 office locations to cultivate personal and professional balance
  • Competitive benefits
    including 401(k) matching program, Medical, Dental, Life, and Vison insurance, and perk benefits such as commuter plans and pet insurance
  • Inclusive benefits that support mental health, gender affirmation journeys, caregiving and all paths to parenthood including Carrot Fertility, excellent paid parental leave programs for maternity, paternity, adoption, and surrogacy
  • Established Employee Resources Groups (ERG’s) that provide a safe space for employees to build relationships, connect, and develop initiatives to enhance
    diversity and inclusion
  • Open, transparent lines of communication with leadership through Town Halls, internal newsletters, and monthly small group conversations with a member of the executive team
  • Committed to
    giving back
    to improve our communities and environmental impact
  • Opportunities for learning and development through established corporate programs, on and off-site trainings, and on-demand online learning courses
  • A people development focused environment where you have autonomy to drive your career path
Collaborative’s Travel Approach
  • Throughout the pandemic, Collaborative continued to achieve the highest level of customer satisfaction in the ecosystem as we worked with our clients to successfully deliver projects remotely
  • Because the future is still unknown, some clients will continue to be deployed remotely, while others may desire more face-to face-contact
  • We will monitor and adapt as needed, but we do not anticipate travel of more than 25%
  • As Balance is a core value at Collaborative, we strive to ensure that Collabies find the right balance in their personal and professional lives, and that includes travel
Who you are:
  • You have a Growth Mindset: A belief that abilities can be developed along with a desire to be curious, learn & grow
  • You take Initiative: Solve problems by thinking & taking action on solutions rather than waiting for direction
  • You take Accountability: Follow through on commitments, take ownership & ensure timeliness
  • You Give Back: Leverage your knowledge & expertise to make improvements around you
  • You are Resilient: Work through challenges with optimism, agility & adaptability
  • You demonstrate Awareness: An ability to understand how your attitudes & actions impact others and adapt your approach accordingl

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