Planning Consultant

Threelink

full-time

Posted on:

Location Type: Remote

Location: United States

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About the role

  • Gain a deep understanding of Three Link’s implementation methodology across the full project lifecycle
  • Lead discovery sessions to gather and analyze business requirements
  • Demonstrate core planning platform capabilities using pre-built and custom solutions
  • Translate business requirements into configured planning models and workflows
  • Perform and oversee unit testing to ensure solution accuracy and integrity
  • Support clients through multiple testing cycles, resolving issues and optimizing configurations
  • Execute deployment activities including go-live preparation, knowledge transfer, and post-production support
  • Participate in at least 3 full-cycle implementations within your area of expertise
  • Formal product certification (where applicable) and continuous professional development
  • Hands-on project experience under the guidance of Senior Consultants or Solution Architects
  • Cross-functional collaboration with Integration Consultants and Technical teams to ensure seamless system alignment
  • Exposure to a variety of industries, business models, and financial planning challenges

Requirements

  • 4+ years of experience implementing or working with Adaptive Planning
  • 4+ years of consulting experience with a consulting or software organization
  • 4+ years of experience in financial planning, budgeting, forecasting, and reporting processes
  • Current Workday Adaptive Planning Certification or ability to gain within first 3 months
  • Experience with Workday Financials or HCM as an implementer or power user
  • Strong business analysis and requirements gathering capabilities
  • Proven ability to translate complex business needs into scalable system configurations
  • Excellent verbal and written communication skills with strong executive presence
  • Strong presentation and stakeholder facilitation skills
  • A problem-solving mindset with a passion for delivering exceptional client service
  • Ability to learn new technologies quickly and adapt in a fast-paced consulting environment
  • Comfortable working remotely with high autonomy
  • Ability to travel to client sites as needed.
Benefits
  • Equal Opportunity Employer
  • Reasonable Accommodations for individuals with disabilities.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Adaptive Planningfinancial planningbudgetingforecastingreporting processessystem configurationsunit testingdeployment activitiesbusiness analysisrequirements gathering
Soft Skills
communication skillsexecutive presencepresentation skillsstakeholder facilitationproblem-solving mindsetclient serviceadaptabilityautonomy
Certifications
Workday Adaptive Planning Certification