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Financial planning consultant

Liverpool (Merseyside)
Henderson Drake
Planning consultant
Posted: 15 October
Offer description

Join a fast-growing Platinum Workday Partner recognised for delivering innovative cloud-based solutions on Adaptive Planning. They are passionate about empowering organisations through technology, driving digital transformation, and building lasting client relationships. As part of their expanding Enterprise Performance Management (EPM) practice, they are seeking experienced consultants who are eager to make an impact with one of the market’s leading planning solutions.


Responsibilities:

* Deliver and support end-to-end Workday Adaptive Planning implementations, from initial discovery through to deployment.
* Engage with clients to gather and analyse business requirements, translating them into practical and scalable EPM solutions.
* Develop and configure planning models for budgeting, forecasting, workforce planning, and financial reporting.
* Develop integrations between Adaptive Planning and ERP/HCM systems.
* Deliver user training, documentation, and post-implementation support.
* Contribute to internal best practices, accelerators, and methodology improvements within the EPM practice.
* Collaborate with project managers, finance leaders, and technical specialists to ensure successful outcomes for clients.


Requirements:

* Proven consulting experience implementing or supporting an EPM/CPM tool, such as Workday Adaptive Planning, Anaplan, OneStream, Vena, Tagetik, or Oracle PBCS.
* Minimum 1-2 years’ experience in a client-facing consulting or solution delivery role.
* Strong FP&A domain knowledge, including planning, budgeting, forecasting, and reporting.
* Excellent communication and stakeholder management skills.
* Analytical mindset with a proactive, problem-solving approach.
* Background in management consulting, finance transformation, or system implementation.
* Experience in SaaS environments and cloud-based tools.
* Degree in Finance, Accounting, Business, or a related field (professional accounting qualification or MBA advantageous).
* Full UK driving licence and ability to travel for work.

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