Financial Modeling & Forecasting: Own the annual operating
budget process compiling direction from the University’s leadership
team on revenue and expense projections as well as strategic need.
Build what-if scenarios using external drivers such as inflation,
enrollment, interest rates, and labor costs. Manage the full
forecast cycle from data intake through model refresh to leadership
presentation, using real-time integrations and automated
recalculation to improve accuracy and speed decisions.
20%
Data Analysis & Reporting: Publish monthly and ad hoc
budget-to-actual variance reports with plain-language narratives.
Build matrix and tabular reports, dashboards, and board-ready
financial packages. Translate complex results into clear takeaways
for non-financial audiences. Maintain data integrity across Workday
reporting structures, including GL integrations and
chart-of-accounts alignment. 15%
Stakeholder Communication & Partnership: Serve as primary
liaison to divisional leaders, budget managers, HR, and IT on all
Adaptive Planning matters. Turn model outputs into business
narratives that support decision-making. Manage budget cycle
communications — timelines, submission deadlines, variance reviews.
Present results and scenarios to the Controller, CFO, and senior
administrators. 15%
Stakeholder Training & Change Management: Deliver Adaptive
Planning training for budget managers and departmental users
university-wide. Create role-specific guides, video walkthroughs,
and quick reference cards; run hands-on workshops and one-on-one
coaching. Keep the training library current with platform updates
and drive adoption of data-driven planning. 10%
Agentic AI & Emerging Technology Innovation: Evaluate
emerging Adaptive Planning capabilities, including the Workday
Planning Agent, Illuminate AI, Intelligent Variance Analysis, and
conversational analytics. Pilot AI tools that automate variance
commentary, predictive forecasting, and self-service data access.
Track the broader agentic AI landscape and bring recommendations to
the Controller. Advance responsible AI adoption with governance,
auditability, and human oversight. 10%
System Integration & Data Governance: Manage integrations
between Adaptive Planning and source systems, including Workday HCM
and Financials. Ensure reliable data flows for headcount planning,
GL trial balance consolidation, and actuals loading. Maintain
version control, audit trails, and governance standards across all
planning models. Coordinate with IT and the Workday system
administrator on upgrades, feature releases, and integration
health. 5%
Minimum Qualifications:
- Bachelor’s degree in Finance, Accounting, Business
Administration, Information Systems, or a related field
- Minimum 4 years of experience in financial planning,
budgeting
- Demonstrated hands-on experience with Workday Adaptive Planning
or a comparable ERP/CPM platform (Anaplan, Vena, Planful,
OneStream)
- Experience building financial models, dashboards, and reports
for leadership audiences
- Experience delivering end-user training or change management
programs
- In lieu of a degree, any appropriate combination of relevant
education, experience, and/or certifications may be
considered.
Preferred Qualifications:
- Workday Adaptive Planning certification (Pro or Specialist
level)
- Experience in a higher education or public sector finance
environment
- Familiarity with Workday Financials and/or Workday HCM
- Experience with agentic AI tools, LLM-based analytics, or
AI-powered FP&A platforms
- CPA, CMA, or FP&A certification (AFP)
- Experience with data visualization tools such as Tableau, Power
BI, or equivalet
Knowledge, Skills, & Abilities:
- Workday Technical Expertise
- Hands-on proficiency with Workday Adaptive Planning including
model building, dimension configuration, sheet design, and
dashboard development
- Ability to build driver-based models, rolling forecasts, and
multi-version budget structures within Adaptive Planning
- Experience creating Workday reports, and visual dashboards for
executive audiences
- Understanding of Workday Adaptive Planning’s Elastic Hypercube
Technology (EHT) and in-memory calculation architecture
- Familiarity with Workday Financials and/or Workday HCM for
integration and data sourcing purposes
- Financial Modeling & Analytical Skills
- Deep expertise in financial planning, budgeting, forecasting,
and variance analysis
- Ability to build complex, multi-scenario models incorporating
both internal drivers and external macroeconomic variables
- Proficiency in root cause analysis, trend identification, and
translating quantitative findings into plain-language
narratives
- Strong working knowledge of GAAP, fund accounting principles,
and higher education budget structures (preferred)
- Communication & Stakeholder Management
- Proven ability to communicate complex financial data clearly
and concisely to audiences ranging from budget managers to senior
executives
- Experience facilitating cross-functional budget reviews,
planning workshops, and training sessions
- Skilled in creating professional presentations, data
visualizations, and board-ready financial packages
- Agentic AI & Technology Literacy
- Demonstrated curiosity and commitment to staying current with
AI developments relevant to finance and FP&A, including agentic
AI systems, large language models (LLMs), and AI-powered planning
tools
- Understanding of Workday’s AI roadmap including Planning Agent,
Workday Illuminate, and Ask Workday capabilities
- Ability to critically evaluate AI tools for accuracy,
auditability, and governance before institutional adoption
- Comfort with piloting and iterating on emerging technology in a
live production environment
REQUIRED LICENSES, CERTIFICATIONS, AND/OR OTHER SPECIFIC
REQUIREMENTS OF LAW:
- Must possess a valid driver’s license.
- This position requires a criminal background check, which may
include a Level II screening as required by Florida Statute
§435.04.
- This position is subject to federal and state privacy
regulations.
NORMAL WORK SCHEDULE: This position is exempt/salary exempt.
The normal work schedule is Monday – Friday, 8:00 a.m.-5:00 p.m.
However, occasional overtime (weekends and evenings) may be
required.
TARGET HIRING SALARY : $80,000 - $85,000, commensurate with
experience
.
LOCATION/WORK MODEL: Full-time/On-site
Note:
Employment-based visa sponsorship will NOT be considered for this
position.
Application Deadline Date: The position may be open for 14
days with a minimum of 7 days; however, application review will
begin immediately.
Application Process:
In addition to completing the online application, all applicants
are required to upload the following as attachments to the
application (preferably in PDF format):
-
-
- Cover Letter
- Resume
- Three (3) Professional References
If any of these three items are missing, you will not be
considered for the position. References will not be contacted
unless you are selected as a finalist for the
position.
DIVERSITY STATEMENT:
Florida Polytechnic University is an equal opportunity/equal access
institution. It is the policy of the Board of Trustees to provide
equal opportunity for employment and educational opportunities to
all (including applicants for employment, employees, applicants for
admission, students, and others affiliated with the University)
without regard to race, color, national origin, ethnicity, sex,
religion, age, disability, sexual orientation, marital status,
veteran status or genetic information.
Employment is contingent upon eligibility to work in the US. An
appointment is not final until proof is provided.
FLORIDA POLY BENEFITS INFORMATION
Florida Poly qualified employees have the opportunity to take
advantage of a variety of
health benefits (through the State of Florida) to help
meet their specific needs, as well as the needs of their family.
This comprehensive coverage includes flexible spending accounts,
medical and life insurance, and worker's compensation.
Health benefits are administered through
People First , on behalf of the State of Florida, as
pre-tax insurance plans. People First handles all new hire
enrollments, coverage changes, premium administration, and
dependent eligibility. Their Service Center is staffed Monday
through Friday, from 8 a.m.–6 p.m. EST, at 1-866-663-4735.
RETIREMENT
Florida Poly offers great options for retirement. From the required
selection of a state plan to additional voluntary retirement plans,
our employees have many opportunities to save and prepare for their
future.
Click Here for more information.
OTHER BENEFITS
EXPLORE LAKELAND FLORIDA
Conveniently located along I-4 between Tampa and Orlando, Lakeland
is home to Florida Polytechnic University and many other businesses
and attractions. Click
here
to explore Lakeland, Florida.
SPECIAL INSTRUCTIONS REGARDING ATTACHMENTS:
Required attachments are listed on each posting.
Please be
sure to attach all required documents in the Resume/CV field before
continuing through the application. Once your application
has been submitted, no changes may be made and additional
attachments will not be considered.
An unofficial copy of the degree/transcript is acceptable during
the application process. For positions requiring a degree, the
official transcripts are required upon hire.
Foreign Transcript: Transcripts issued outside of the United States
require a equivalency statement from a certified transcript
evaluation service verifying the degree equivalency to that of an
accredited institution within the USA. This report must be attached
with the application and submitted by the application
deadline.
All document(s) must be received on or before the closing date of
the job announcements.
This position requires a background check, which may include
a level II screening as required by the Florida Statute
§435.04.
