Adaptive EPM Manager

Company Profile:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With several industry focus areas, multiple service lines, and locations in five geographical regions across the country to choose from, the opportunities for your career are without limit.

About FORVIS

FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at FORVIS.com

Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS.com. FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.

Requisition Number: 2022-9923

Position Title:

External Description: Responsibilities

The Adaptive Planning EPM Manager will be responsible for the Workday Adaptive platform. They will manage the architecture and hands-on development of new Adaptive solutions, consult with business stakeholders to architect, design and solution reports for their business needs.

How you will contribute:

EPM Management:

• Be subject matter expert in the utilization of Adaptive Planning for the FORVIS organization
• Assist in Managing the data sources imported into Workday Adaptive Planning
• Maintain and enhance the Adaptive Planning data model in an ongoing phased implementation
• Contribute to and uphold Data Services guidelines for managing, using, and maintaining enterprise data within Adaptive Planning
• Collaborate with data integrations team on requirements and specifications for solutions
• Manage firm documentation for Adaptive Planning for data sources, data dictionary, data models, reports, metrics

We are looking for people who have Forward Vision and:

• Effectively communicate with clients to facilitate the effective build-out of reports
• Effectively work with cross functional teams in the areas of workflow development.
• Responsible for working with both Enterprise Data Services and Software Engineering team to refine process documentation related to EPM
• Consistently demonstrate the values of our firm as identified in our Code of Conduct.
• Deliver excellent quality of work, work timeliness, and quantity of work.
• Demonstrate ability to work well with others.
• Key performance indicators include feedback on weekly POW and feedback on annual evaluation.

Qualifications

Minimum Qualifications:

• 3-5 years of experience with EPM design and management, Workday Adaptive Planning experience preferred
• Knowledge of FP&A based data and processes preferred
• Strong analytics skills with ability to collect, organize and analyze reporting requirements and solution within an EPM tool
• Understanding of ETL processes, SQL query writing, Data Visualization tools (e.g. Power BI, Tableau) and MS Excel
• Experience in relationship management and ability to manage stakeholder expectations through clear and transparent communications.

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Community / Marketing Title: Adaptive EPM Manager

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At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With a global presence and diversified service offerings, we provide our FORVIS team members with an abundance of career paths to choose from. We pride ourselves on building an inclusive culture where the backgrounds and talents of all our people are valued. We view our people as our most important asset and invest in them by providing competitive total rewards, professional development, and rewarding career opportunities.

About FORVIS

FORVIS is a professional services firm providing assurance, tax, and advisory services. Created by the merger of equals of BKD, LLP and Dixon Hughes Goodman, LLP (DHG), FORVIS is driven by the commitment to use our forward vision to deliver Unmatched Client Experiences™. Ranked among the top 10 public accounting firms in the country, FORVIS has 5,500 dedicated professionals who serve clients in all 50 states as well as across the globe. FORVIS is built upon the strong legacies of BKD and DHG, which are reflected in a name that comprises partner initials and represents our unique focus on preparing our clients for what is next. Visit forvis.com for additional information.

FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.