Leads Workday Adaptive Planning transformations for client organizations, including financial planning, budgeting, forecasting, reporting, solution design, configuration, integrations, and deployment support. Sets strategic direction, advises finance leaders, oversees multiple engagements, drives business development, manages executive relationships, develops market insights, and mentors delivery teams. The role combines enterprise performance management expertise with client advisory, team leadership, and growth responsibilities.
The Opportunity
As a Workday Adaptive Planning Director you will lead client-facing planning transformations within our Advisory practice, helping organizations shape financial planning, budgeting, forecasting, and reporting capabilities through Workday enterprise performance management solutions. As a Director you will set strategic direction, guide business development efforts, and shape executive-level client relationships while mentoring others, developing new ideas, and translating vision into practical plans that support client needs and business growth. In this role at PwC, you will oversee multiple engagements, collaborate across finance and accounting functions, and bring structure to complex planning efforts that help clients improve data accuracy and support better decision-making.
Responsibilities
- Setting strategic direction for Workday Adaptive Planning pursuits and shaping client engagement plans
- Leading financial planning, budgeting, forecasting, and reporting initiatives across enterprise performance management programs
- Advising finance and accounting leaders on planning process design, scenario modeling, and data accuracy improvements
- Driving business development activities by identifying opportunities for Workday Adaptive Planning and broader planning transformation work
- Overseeing multiple implementation and optimization efforts, from solution design through deployment support
- Guiding configuration of the Workday Adaptive platform and integration planning to support planning cycles and reporting needs
- Developing market-facing insights and solution approaches that address client planning challenges and platform adoption priorities
- Cultivating relationships with senior client stakeholders to expand account opportunities and support long-term growth
- Leading teams in the delivery of planning solutions while mentoring future leaders and strengthening technical capabilities
- Promoting innovation, system-level change, and disciplined use of technology across finance transformation work
What You Must Have
- At least a Bachelor's degree
- At least 9 years of experience of Workday product experience
- At least one of the following: a Workday Pro certification preferably Financial Management, Adaptive Planning, Project Management, or Engagement Management
What Sets You Apart
- Preference for a Master's or Masters of Business Administration degree in at least one of the following fields of study: Accounting, Business Administration/Management, Computer Science/Information Systems, Finance, Human Resources/Industrial Relations
- Delivering Workday Adaptive Planning solutions
- Leading client discussions shaping FP&A technology strategy and roadmap decisions
- Providing technical guidance across the Adaptive product suite
- Managing planning, budgeting, and delivery across complex client workstreams
- Driving business development through market insights and growth opportunities
- Developing thought leadership on cloud-based enterprise performance planning
- Mentoring teams while balancing technical detail and executive priorities
The salary range for this position is: $155,000 - $410,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Learn more about how we work: https://pwc.to/how-we-work
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines
As a Workday Adaptive Planning Director you will lead client-facing planning transformations within our Advisory practice, helping organizations shape financial planning, budgeting, forecasting, and reporting capabilities through Workday enterprise performance management solutions. As a Director you will set strategic direction, guide business development efforts, and shape executive-level client relationships while mentoring others, developing new ideas, and translating vision into practical plans that support client needs and business growth. In this role at PwC, you will oversee multiple engagements, collaborate across finance and accounting functions, and bring structure to complex planning efforts that help clients improve data accuracy and support better decision-making.
Responsibilities
- Setting strategic direction for Workday Adaptive Planning pursuits and shaping client engagement plans
- Leading financial planning, budgeting, forecasting, and reporting initiatives across enterprise performance management programs
- Advising finance and accounting leaders on planning process design, scenario modeling, and data accuracy improvements
- Driving business development activities by identifying opportunities for Workday Adaptive Planning and broader planning transformation work
- Overseeing multiple implementation and optimization efforts, from solution design through deployment support
- Guiding configuration of the Workday Adaptive platform and integration planning to support planning cycles and reporting needs
- Developing market-facing insights and solution approaches that address client planning challenges and platform adoption priorities
- Cultivating relationships with senior client stakeholders to expand account opportunities and support long-term growth
- Leading teams in the delivery of planning solutions while mentoring future leaders and strengthening technical capabilities
- Promoting innovation, system-level change, and disciplined use of technology across finance transformation work
What You Must Have
- At least a Bachelor's degree
- At least 9 years of experience of Workday product experience
- At least one of the following: a Workday Pro certification preferably Financial Management, Adaptive Planning, Project Management, or Engagement Management
What Sets You Apart
- Preference for a Master's or Masters of Business Administration degree in at least one of the following fields of study: Accounting, Business Administration/Management, Computer Science/Information Systems, Finance, Human Resources/Industrial Relations
- Delivering Workday Adaptive Planning solutions
- Leading client discussions shaping FP&A technology strategy and roadmap decisions
- Providing technical guidance across the Adaptive product suite
- Managing planning, budgeting, and delivery across complex client workstreams
- Driving business development through market insights and growth opportunities
- Developing thought leadership on cloud-based enterprise performance planning
- Mentoring teams while balancing technical detail and executive priorities
The salary range for this position is: $155,000 - $410,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Learn more about how we work: https://pwc.to/how-we-work
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines
PwC San Francisco, California, USA Office


405 Howard Street Suite 600, San Francisco, CA, United States, 94105
PwC San Jose, California, USA Office


488 Amaden Boulevard, San Jose, CA, United States, 95110
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