Adaptive Planning / Forecasting & Budgeting Consultant

Adaptive Planning / Forecasting & Budgeting Consultant Work Arrangement / Work Shift: Remote | Part-Time | NOAM Shift Role Overview: We are seeking an experienced Adaptive Planning / Forecasting & Budgeting Consultant with a strong background in Accounting and Finance to support clients in improving their financial planning, budgeting, forecasting, and reporting processes. The ideal candidate will have hands-on experience with Workday Adaptive Planning (or similar Enterprise Performance Management and Financial Planning tools), combined with a solid understanding of financial operations, management reporting, and business performance analysis. This role will work closely with finance leaders, business stakeholders, and technical teams to design, implement, optimize, and support planning and forecasting solutions that drive informed business decisions. What You’ll Be Doing: Lead and support the implementation, configuration, and optimization of Workday Adaptive Planning and related financial planning solutions. Collaborate with finance and business stakeholders to gather requirements and translate business needs into scalable planning and reporting models. Design and maintain budgeting, forecasting, workforce planning, and financial reporting models. Develop dashboards, management reports, KPIs, and financial analytics to support strategic decision-making. Facilitate annual budgeting, rolling forecasts, long-range planning, and variance analysis processes. Partner with accounting and finance teams to improve financial processes, reporting accuracy, and operational efficiency. Build and maintain integrations between Adaptive Planning and ERP, accounting, payroll, or other source systems. Analyze financial and operational data to identify trends, risks, and opportunities. Provide end-user training, documentation, and ongoing support to ensure successful adoption of planning solutions. Troubleshoot system issues, recommend enhancements, and implement best practices for financial planning and analysis (FP&A). Support month-end, quarter-end, and year-end reporting requirements as needed. Stay current with Workday Adaptive Planning product updates and industry best practices. What You’ll Need: Bachelor’s degree in Accounting, Finance, Business Administration, Economics, Information Systems, or a related field. 3+ years of experience in Financial Planning & Analysis (FP&A), budgeting, forecasting, accounting, finance transformation, or related disciplines. Hands-on experience with Workday Adaptive Planning, including model building, reporting, dashboards, sheets, versions, and planning workflows. Strong understanding of budgeting, forecasting, financial reporting, and management accounting principles. Experience gathering business requirements and translating them into system and process solutions. Proficiency in Microsoft Excel and financial modeling. Strong analytical, problem-solving, and data interpretation skills. Experience working with cross-functional stakeholders and managing multiple priorities. Excellent communication, presentation, and client-facing skills. Ability to work independently in a remote and collaborative environment. What Will Set You Apart: Workday Adaptive Planning certification or equivalent platform certification. Experience with ERP systems such as NetSuite, Workday Financials, Oracle, SAP, Microsoft Dynamics, or similar platforms. Experience with financial systems integrations, ETL tools, and data management processes. Knowledge of workforce planning, sales planning, or operational planning models. Familiarity with BI and reporting tools such as Power BI, Tableau, or Workday Reporting. Consulting experience supporting multiple clients, projects, or business units. CPA, CMA, CFA, or other relevant finance certifications. Experience in SaaS, technology, professional services, or high-growth organizations. Understanding of finance transformation, process improvement, and automation initiatives. About Atticus: Atticus Advisory Solutions Inc. is a specialized remote staffing and IT offshoring firm based in the Philippines, providing vetted, high-quality Filipino talent to global tech startups, SMEs, and consulting firms, focusing heavily on niche areas like ERP (NetSuite), Accounting and Finance and IT, offering integrated recruiting, upskilling, and HR support to ensure high retention and reliable offshore teams. Atticus provides a comprehensive solution for international companies to build dedicated, outsourced teams and efficiently scale their technical and administrative capabilities by leveraging skilled Filipino talent, managed with a focus on quality and long-term retention. We ensure the teams perform like extensions of the client’s own operations. Who We Are: We are a customer-focused organization that puts people at the heart of everything we do. We believe great outcomes come from strong collaboration , where ideas are openly shared and teamwork is valued. Our team members are proactive and confident —they take ownership, speak up, and are not afraid to ask questions. We encourage curiosity and continuous improvement, empowering everyone to challenge the status quo and find better ways of working. We foster a growth mindset , where learning is continuous, feedback is welcomed, and mistakes are seen as opportunities to grow. Here, you are supported to develop your skills, improve processes, and make a meaningful impact. Why Join Us: At Atticus Advisory Solutions Inc, we value our employees and provide a positive and collaborative work environment. We offer competitive compensation, benefits, annual leaves, health and medical insurances. Our culture offers flexible working arrangement and opportunities for growth and development. Locations Philippines Remote status Fully Remote