Job Title

Position OverviewAs a key member of the pre-sales team, the successful candidate will work closely with business development and delivery leadership to understand client requirements, design tailored solution demonstrations, and articulate the value of Adaptive Planning in solving complex financial planning challenges. This is a highly visible, client-facing role best suited to individuals with a strong command of financial planning and analysis (FP&A) processes, complemented by in-depth experience with EPM platforms.Core ResponsibilitiesConduct discovery meetings with senior finance and operations stakeholders to assess current-state planning processes and identify areas for improvementDesign and deliver high-quality, client-specific demonstrations of Workday Adaptive Planning functionalities (including budgeting, forecasting, headcount planning, reporting, etc.)Collaborate with internal stakeholders on proposals, RFP responses, pricing strategies, and solution architectureContribute to the creation of pre-sales assets, such as industry-specific demo environments, use case libraries, and technical documentationSupport transition of engagements from sales to delivery, ensuring continuity and alignment in expectationsStay current on Adaptive Planning developments, competitive landscape, and industry trends relevant to EPM and finance transformationCandidate RequirementsMinimum Qualifications:36 years of experience in a pre-sales, solution consulting, or FP&A systems implementation roleDemonstrable expertise in Workday Adaptive Planning (either as a consultant, power user, or pre-sales professional)Comprehensive understanding of corporate finance functions, including planning, forecasting, and financial reportingProven ability to engage and influence stakeholders at various organizational levels, including CFOs, Controllers, and IT leadersProficiency in Excel, financial modelling, and data visualizationBachelors degree in Finance, Accounting, Business Administration, or a related fieldPreferred Qualifications:Prior experience with additional EPM solutions (e.g., Adaptive, Anaplan, Pigment, Vena)Familiarity with ERP/HRIS integrations and financial systems architectureProfessional certifications (e.g., CPA, CFA, Workday Adaptive Certification)