We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. Job Summary The person in this role will work as part of our team to implement, support, and use the Workday Adaptive Planning tool in helping our firm improve the financial reporting, planning, and forecasting processes. This role reports to the FP&A leader and will work closely with the Finance IT organization to effectively implement Workday Adaptive for our firm. This person will assist our firm in leading, developing, and maintaining the planning process to improve decision-making. The focus will be on continuous process improvement while being responsible for coordinating data structures and process workflow changes to the planning process. The Workday Adaptive Planning Manager needs strong project management skills, an understanding of business process workflow to meet the needs of our evolving firm, and Adaptive implementation experience. Essential Duties Workday Adaptive Planning Creates and maintains the Workday Adaptive system to tie into and align to our ERP (Workday), HCM (Workday) and Azure (BI) systems. Maintains, administers, and manages the Adaptive Planning data structures, and model changes to support firm processes and operational needs. Participates in the selection, implementation, configuration, testing, support, customization, and optimization of our clients’ financial reporting, forecasting, and planning systems. Performs system administration tasks such as access and change management, version creation, and data feeds. Participates in the selection, implementation, configuration, testing, support, customization, and optimization of our firm’s financial reporting, forecasting, and planning systems. Develops and maintains accurate financial planning reports to meet the firm’s needs. Develops, configures, and maintains accurate forecasting and planning models to meet the firm’s needs. Develops and maintains detailed technical knowledge of the specifications, operations, and diagnostics of reporting, forecasting, and planning systems. Documents procedures, reports, and operations. Relationship Management Act as advisor to the FP&A team to ensure Adaptive is leveraging the latest technology and is aligned with industry standards. Manage day to day interactions with leaders and stakeholders across the firm. Gain first choice advisor status with stakeholders by understanding the business and developing strategies with leaders to gain tangible benefits using Workday and solutions. Design and implement the use of Adaptive Planning by other business leaders, outside of FP&A, to facilitate quarterly and annual planning. Project Management Provides guidance to individual workstreams to help with their overall progress. Escalates risks and issues as needed, ensuring cross-functional activities are coordinated and occurring as needed and Assists with project management activities (or serving as project manager), ensuring deliverables are developed and ready according to plan. Manages Adaptive transformation projects. Conducts training sessions for users. Other duties as assigned. Minimum Qualifications EDUCATION/CERTIFICATIONS Bachelor’s Degree or equivalent experience. Required Major in Accounting or information systems. Preferred EXPERIENCE Experience in Adaptive system configuration, at least at a Functional Admin level, to advise partners on Adaptive capabilities, limitations, and delivered functionality. Required 8 years of EPM project implementations with a minimum of 2 years of Workday Adaptive Planning. Required Experience solving configuration and integration issues through root-cause analysis, deep understanding of cross-stream and down-stream impacts, and independent testing. Preferred. Strong background in financial reporting, financial report systems, and data flows. Preferred. Organization and project management skills. Required. TECHNICAL/SOFT SKILLS Ability to translate functional requirements to technical language and vice versa. Experience facilitating discussions to bring technical and functional groups to consensus and common understanding. Required Ability to think globally about a process impact, but also be able to manage relevant detail. Required Strong “storytelling” skills with ability to demonstrate, influence and negotiate. Preferred Resourcefulness and a knack for navigating challenges independently; the ability to handle conflict, strong prioritization skills, and excellent customer-service orientation. Preferred A need to get things done, a proven drive, ownership, and accountability. Required At RSM, we offer a competitive benefits and compensation package for all our people. We support and inspire you to prioritize your wellbeing by delivering personalized, holistic programming for your physical, emotional, financial and community wellbeing. RSM has a generous time off policy with at least 14 paid holidays, wellbeing days and associate and above access to self-managed time off. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits. RSM is proud to be an Affirmative Action and Equal Employment Opportunity employer. We are proud to provide our employees with tools to assist them in being successful in achieving both personal and professional goals. We welcome and support all our employees to thrive in an environment free of discrimination and harassment. As an Affirmative Action and Equal Opportunity Employer all applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. Compensation Range: $107,900 - $184,800 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance. Not ready to apply yet? Join our Talent Community Why do we work at RSM? It just feels good here. We foster an environment of camaraderie, collaboration and learning—one in which you can be your authentic self and feel seen and supported by leaders and colleagues as you pursue your personal and professional best. Expanding our team with dedicated teammates, values-driven individuals and diverse thinkers results in better work—and a great work experience. Our clients benefit from fresh insights and energy as we partner to support them, and our teams enjoy a work environment that inspires and empowers them to thrive.