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Posted 82 months ago

Adaptive Insights Consultant (Any)

@ Peoplevisor LLC

Alberta

On-siteFull-time2+ years experience
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SIGNALS

Overview

Peoplevisor LLC is hiring an Adaptive Insights Planning and Budgeting Consultant to lead client implementations on Workday software. The role involves configuring Adaptive Insights, guiding clients through the full systems lifecycle, and migrating legacy data, with about 50% travel to client sites nationwide. Adaptive Insights certification and 2-3+ years of budgeting and planning system implementation experience are required.

Responsibilities:

  • Lead clients through Adaptive Insights systems development lifecycle
  • Configure Adaptive Insights and integrations to client requirements
  • Assist with legacy data conversion into Workday and Adaptive Insights
  • Advise clients on options, risks and process impacts
  • Report progress and status to managers

Requirements summary:

  • Adaptive Insights certification and implementation experience required
  • 2-3+ years implementing budgeting and planning systems
  • Bachelor's degree required, Finance or Accounting preferred
  • Strong Microsoft Excel skills including pivot tables, VLOOKUP and formulas
  • Excellent oral, written and presentation communication skills

Tools & skills

Source and dates

Employer career site / ATS feed · bamboohr

Employer posting date
2020-02-17
First seen by our source
2026-10-14
Source record updated
2026-10-14

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

SeniorityMid level
DepartmentBusiness operations
Experience2+ years
Hours per week40 (estimated)
Travelair: moderate · ground: moderate
Work settingClient sites, Office
PositionSitting and standing
Physical demandsphysical low · computer high
LanguagesEnglish
Licences & certificationsAdaptive Insights certification
EducationBachelor’s degree (required)
Fields of studyFinance, Accounting

Summary and details written by AI from the posting; the employer’s posting is the authority.

Peoplevisor LLC

Saved company profile

Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.

“People” are the core of our name, and the core of our business. We can help you unlock the power of your people.

Full company description

WHAT WE DO, AND WHAT WE OFFER At Peoplevisor, we empower business leaders, employees, and HR professionals by aligning the work an organization needs with the capabilities that can deliver it most effectively. Consulting Services Our comprehensive range of human capital solutions, delivered by our talented team, tools, and methodologies, address the entire employee life-cycle. On-Demand Talent We have the knowledge, experience, and passion to deliver the perfect fit between a candidate (the right skills) and an employer (the right culture). Full-Service HR We help clients to not only reduce HR costs, but also improve the delivery of an HR strategy and enhance employee engagement and satisfaction. Products & Tools Our leading-edge products and tools help create an unmatched employee-centered experience across your enterprise without customization. FOCUS ON YOUR CORE BUSINESS Achieving success for you business hinges on developing and retaining customers. Unfortunately, the reality is that the time and resources available to dedicate to the workforce-related administrative tasks associated with your business contribute very little to achieving that success. This is where we come in. With our full-service HR solutions, you’ll get administrative relief, reduced liabilities, and dedicated HR support from our experienced service team so you can spend more time doing what you love – growing your business.

LinkedIn followers
276
People associated on LinkedIn
10
Reported office locations
  • 222 W Las Colinas Blvd, Suite 1650, Irving, Texas 75039, US
Other recorded names
  • Peoplevisor
Profile identifies a recruitment agency
No

WHAT WE DO, AND WHAT WE OFFER At Peoplevisor, we empower business leaders, employees, and HR professionals by aligning the work an organization needs with the capabilities that can deliver it most effectively. Consulting Services Our comprehensive range of human capital solutions, delivered by our talented team, tools, and methodologies, address the entire employee life-cycle. On-Demand Talent We have the…

FieldValue
IndustryBusiness Consulting and Services
Company size11-50 employees
HeadquartersIrving, Texas
Organization typePrivately Held
Year founded2015
Open jobs on Jobsy1
LinkedInView page
Job description

Peoplevisor is seeking a certified and experienced Adaptive Insights Planning and Budgeting Consultant. If you are passionate about adaptive insights, assisting clients, and all the challenges that go with being a consultant, you will want to be a part of our team. Our people have the skills and business expertise to provide exceptional consulting services to clients, helping them gain the optimum benefit from their Workday software. This position requires 50% travel with projects executed on-site at Peoplevisor client locations nationwide. The selected candidate will be eligible for training and certification in Workday Financials.

KEY EXPECTATIONS

  • Be the Adaptive Insights Planning and Budgeting functional expert and lead clients through the entire systems development lifecycle
  • Guide clients through all project phases including fit/gap, configuration and testing
  • Assist clients in fully integrating Adaptive Insights into their current Workday business environments
  • Advise client on options, risks, and any impacts on other processes or systems
  • Configure Adaptive Insights and integrations to meet each client's unique business requirements and provide insight on best practices
  • Work with the client and data migration team to help convert legacy data into Workday/Adaptive Insights
  • Assist the integration team with design, configuration and testing delivered and custom integrations
  • Complete tasks efficiently and in a timely manner, reporting progress to managers
  • Continually seek ways to improve the process of delivering Adaptive Insight solutions

DESIRED SKILLS AND EXPERIENCE

  • Adaptive Insights certification and implementation experience is required
  • 2-3+ years of hands-on experience implementing budgeting and planning systems, such as Tidemark, Adaptive Planning, Hyperion, etc.
  • Experience re-engineering budgeting and planning processes
  • Ability to translate customer business requirements to system configuration and business processes
  • Excellent oral and written communication skills
  • Excellent presentation skills
  • Strong Microsoft Excel skills, experience using pivot tables, vLookups and formulas
  • Experience with object oriented applications is a plus
  • A Bachelor’s degree is required, Finance or Accounting preferred

Consulting Skills

  • Show that you have the ability to manage project scope and client expectations
  • Be on top of things by taking the initiative to follow-through on assignments and issue resolution
  • Think outside the box and show you have the ability to develop creative solutions
  • Be a good teammate by clearly and effectively communicating with your project team and your client
  • Be a good communicator by consistently producing clear, concise and accurate status reports
  • Know when and how to address your clients and build confidence and trust with them
  • Know when the details are important by displaying effective analytical skills
  • Quality and reputation matters, be in the game by showing your dedication to success​

Employer’s Rights:

Peoplevisor, LLC. has the right to revise this job description at any time. This job description is not a contract for employment. This job description does not list all the duties of the job. You may be asked by your supervisors or managers to perform other duties. You will be evaluated in part based upon your performance of the tasks listed in this job description.

Equal Opportunity Statement:

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or status as a Vietnam or disabled veteran.

Applications for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States and with Peoplevisor, LLC.

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