Workday Adaptive Planning Specialist

Company Overview

Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 950 colleagues worldwide, all of whom are equity owners of the firm.

Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C

We are seeking a detail-oriented and strategic Workday Adaptive Planning Specialist to support and enhance our financial planning and analysis (FP&A) capabilities. This role will be responsible for the administration, configuration, and optimization of the Workday Adaptive Planning platform, ensuring it meets the evolving needs of the business. The ideal candidate will have a strong foundation in Accounting, Finance, budgeting, and forecasting. Hands-on expertise in configuring and optimizing Adaptive Planning solutions, financial modeling, systems implementation, and cross-functional collaboration is required.

Essential Functions / Responsibilities :

• Lead the architecture, design, and configuration of Workday Adaptive Planning to meet business needs and financial planning objectives.
• Administer and maintain the Workday Adaptive Planning system, including user access, security roles, and data integrations.
• Configure and optimize models, sheets, dashboards, and workflows to support budgeting, forecasting, and reporting needs.
• Collaborate with FP&A and business units to gather requirements and translate them into system solutions.
• Support the annual budgeting process, rolling forecasts, and long-range planning initiatives.
• Develop and maintain complex financial models and scenarios within Adaptive Planning.
• Create and manage reports, dashboards, and visualizations to provide actionable insights to stakeholders.
• Ensure data accuracy, alignment with accounting principles, internal financial policies, and integrity across systems through validation and reconciliation processes.
• Integrate Adaptive Planning with Workday Financials and other enterprise systems as needed.
• Provide training, documentation and support to finance and business users on Adaptive Planning functionality.
• Act as a liaison between finance, IT, and external vendors to resolve issues and implement solutions.

Minimum Qualifications :

Education & Experience

Technical Skills

Soft Skills

Preferred Certifications :

MD Salary Range : $160-$170k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).

Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).

Benefits

At Brown Advisory we offer a competitive compensation package, including full benefits.

Brown Advisory is an Equal Employment Opportunity Employer.