Posted 82 months ago
Adaptive Insights Consultant (Any)
@ Peoplevisor LLC
Alberta
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
| Seniority | Mid level |
| Department | Business operations |
| Experience | 2+ years |
| Hours per week | 40 (estimated) |
| Travel | air: moderate · ground: moderate |
| Work setting | Client sites, Office |
| Position | Sitting and standing |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | Adaptive Insights certification |
| Education | Bachelor’s degree (required) |
| Fields of study | Finance, 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…
| Field | Value |
|---|---|
| Industry | Business Consulting and Services |
| Company size | 11-50 employees |
| Headquarters | Irving, Texas |
| Organization type | Privately Held |
| Year founded | 2015 |
| Open jobs on Jobsy | 1 |
| View page |
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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