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Job Summary

The Principal Workday Adaptive Planning Analyst will be responsible for the configuration, maintenance, and optimization of the Adaptive Planning platform to support accurate forecasting, budgeting, reporting, and workforce planning. The Manager will be the system subject-matter expert and will collaborate closely with Finance, HR, and cross‑functional business partners to ensure reliable data, seamless integrations, and scalable planning processes.

 

Essential Job Functions

• Be the SME of Workday Adaptive Planning by managing configuration and the maintenance of core model structures. Oversee updates, new features, metadata changes, troubleshoot system issues, and ensures data accuracy. - (25%)

• Partner with Finance, FP&A, and People and Culture to support budgeting, forecasting, long‑range planning, and workforce planning while building and maintaining planning templates, dashboards, and reports. Ensure data accuracy across models by managing data loads, hierarchies, and version control. - (25%)

• Oversee data integrations across Workday and external systems by monitoring automated data loads, resolving integration issues, and maintaining comprehensive documentation of data flows and system configurations. - (15%)

• Develop, enhance, and automate dashboards, reports, and visualizations to support informed decision‑making, while also providing ad hoc analysis and scenario modeling for leadership. Ensure all reporting aligns with organizational standards and financial frameworks. - (20%)

• Maintain a strong control environment by enforcing data governance and compliance, while evaluating new Workday release features and leading testing, rollout, and user adoption. Identify and implement opportunities to streamline processes and increase automation. - (15%)

Minimum Qualifications

• High School Diploma or GED.

• 12+ years of experience in HR application support (SAP, Oracle, Workday, etc.).

• 5+ years of experience managing and configuring Workday Adaptive Planning.

• 5+ years of experience in FP&A, financial systems, or business intelligence.

• 5+ years of experience leading human capital and financial reporting.

• 5+ years of experience with Financial Modeling and Scenario Planning in dynamic and multi-dimensional environments.

Preferred Qualifications

• Bachelor’s Degree in Finance, Accounting, Business Analytics, or related field.

Skills

• Workday Reporting and Analytics

• Workday Adaptive Planning

• Budget Management

• Predictive Forecasting

• Complex Data Analysis

• Strategic Planning

• Tableau (Software)

• MicroStrategy Business Intelligence

• Scenario Modeling

• Stakeholder Management

• Cross-Functional Collaboration

Reports To: Director and above

Direct Reports: 0

Work Environment

• Normal office environment. (Remote or Hybrid), 3 to 4 days per month are required in office if within 60 miles of a posted Bread Financial location.

Travel

• Ability to travel up to 10% annually

Physical and Mental Requirements

To perform this job successfully, an individual must be able to perform each essential job function satisfactorily and meet the physical, mental and work environment requirements. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions, absent undue hardship.

• Communicate/Hearing

• Communicate/Talking

• Stationary Position/Seated

• Typing/Writing

• Maintain focus in high pressure or fast-paced work environment

Other Duties

This job description is illustrative of the types of duties typically performed by this job. It is not intended to be an exhaustive listing of each and every essential function of the job. Because job content may change from time to time, the Company reserves the right to add and/or delete essential functions from this job at any time.

Salary Range (unless otherwise noted below):

$133,500.00 - $241,900.00

Full Salary Range for position:

California: $153,500.00 - $302,400.00