Careers

Location: Remote (U.S.)
Reports To: Head of Delivery
Company: PlanSimpli — Simplifying the Complex, Amplifying the Possible

About PlanSimpli

At PlanSimpli, we help organizations achieve planning excellence by combining deep expertise in Workday Adaptive Planning and Pigment with a sharp focus on business value.

We work with clients that have complex requirements — but crave elegant, scalable solutions. Our approach blends strategic advisory, technical mastery, and innovation to redefine how modern organizations plan, forecast, and operate.

The Opportunity

As a Senior Consultant, you’ll take the lead in designing, implementing, and optimizing sophisticated EPM solutions across Finance and Operations. You’ll guide clients through transformation — from strategic vision to practical execution — while mentoring consultants and contributing to the growth of the firm’s delivery excellence.

This role is ideal for someone who thrives in fast-moving environments, enjoys working directly with executives, and wants to shape the future of planning technology.

What You’ll Do

• Lead or co-lead implementations of Workday Adaptive Planning, Pigment, or comparable platforms.
• Translate strategic goals into model architecture and design.
• Drive client workshops, requirement sessions, and solution presentations.
• Configure complex data models, scenarios, and reporting frameworks.
• Coach and mentor Consultants to deliver with quality and confidence.
• Partner with leadership to evolve PlanSimpli’s delivery frameworks and accelerators.
• Stay ahead of emerging technologies and help clients adopt next-generation planning approaches.

What You Bring

• 3–7 years of experience in EPM or FP&A consulting (or equivalent).
• Strong hands-on experience with Workday Adaptive Planning, Pigment, or Anaplan.
• Deep understanding of financial and operational planning processes.
• Ability to manage client relationships and present to senior stakeholders.
• Strong problem-solving skills, attention to detail, and a passion for simplicity.
• Team-oriented mindset and leadership potential.

Why Join PlanSimpli

• Leadership opportunity: shape engagements and mentor the next wave of EPM consultants.
• Innovation-first culture: contribute to new methodologies, AI-enhanced planning, and cross-domain use cases.
• High visibility: work directly with founders and senior leaders from the Adaptive and Workday ecosystem.
• Growth runway: clear path to Principal and beyond as the firm scales.
• Purpose-driven simplicity: we help clients achieve clarity — and help our people do the same.

Bonus Skills

• Experience with Workday Financials, Workday HCM, Salesforce, NetSuite, or ERP integrations.
• Experience with dashboarding, analytics, or BI tools (e.g., Power BI, Tableau, Looker).
• CPA, CFA, or MBA a plus, but not required.

Work Eligibility

• Visa Sponsorship is not offered for this role.

PlanSimpli is an equal opportunity employer.  All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

Location: Remote (U.S.)
Reports To: Head of Delivery
Company: PlanSimpli — Simplifying the Complex, Amplifying the Possible

About PlanSimpli

PlanSimpli helps organizations transform how they plan and perform — leveraging modern EPM platforms like Workday Adaptive Planning and Pigment to drive clarity, agility, and confidence across Finance, Sales, and Operations.

Founded by former Workday and Adaptive leaders, we’re building the next-generation consultancy — one that values simplicity, innovation, and meaningful client impact.

The Opportunity

As a Consultant, you’ll work alongside experienced professionals to deliver cutting-edge planning solutions that empower business leaders to make smarter, faster decisions. You’ll grow quickly by learning from some of the most accomplished experts in the Workday Adaptive and Pigment ecosystems, while taking on real ownership and client-facing responsibility.

What You’ll Do

• Support the design, build, and deployment of Workday Adaptive Planning, Pigment, or similar solutions.
• Collaborate with clients to translate business needs into practical, scalable planning models.
• Configure data models, calculations, and dashboards aligned to financial and operational objectives.
• Participate in client workshops, testing, and knowledge transfer sessions.
• Contribute to PlanSimpli’s internal accelerators, templates, and best practices.
• Stay curious — explore new features, participate in training, and grow into a trusted advisor role.

What You Bring

• 1–3 years of experience in EPM, FP&A, or financial systems implementation.
• Familiarity with planning, budgeting, and forecasting concepts.
• Hands-on exposure to Workday Adaptive Planning, Pigment, Anaplan, or similar tools (preferred).
• A problem-solving mindset with strong Excel/modeling fundamentals.
• Excellent communication and a genuine desire to learn and grow.

Why Join PlanSimpli

• Accelerated growth: direct mentorship from industry leaders who’ve built multiple top EPM practices.
• Diverse experience: projects that go beyond finance — Sales, Workforce, and Operational Planning.
• Cutting-edge tech: opportunity to work with Pigment, a next-gen platform transforming planning.
• Culture of simplicity: we prioritize clarity, autonomy, and sustainable success — for clients and our team.

Bonus Skills

• Experience with Workday Financials, Workday HCM, Salesforce, NetSuite, or ERP integrations.
• Experience with dashboarding, analytics, or BI tools (e.g., Power BI, Tableau, Looker).
• CPA, CFA, or MBA a plus, but not required.

Why You’ll Love Working Here

• A culture that prizes simplicity, innovation, and authenticity.
• Exposure to leading-edge AI tools and enterprise planning platforms.

Work Eligibility

• Visa Sponsorship is not offered for this role.

PlanSimpli is an equal opportunity employer.  All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

Location: Full-Time, Remote (U.S.)
Reports To: CEO
Scope: Internal AI efficiency, client-facing AI-enabled process design (built on Workday Adaptive Planning and Pigment), and AI delivery standards

About PlanSimpli

PlanSimpli is an EPM consultancy specializing in Workday Adaptive Planning and Pigment implementations, helping clients extend planning beyond FP&A into SPM, S&OP, workforce planning, and project planning. AI is becoming a core part of both how we operate internally and what we offer clients, and this role sits at the center of that shift.

About the Role

This is a build-and-own AI role with several fronts, and you’ll move between them based on where the leverage is highest in a given month:

Internal: Build and maintain the automations, agents, and tooling that make PlanSimpli run more efficiently — the kind of workflow and process automation already underway across sales, delivery, and marketing. You’ll take manual, repeatable work off the team’s plate and turn it into reliable, maintained systems.

Client-facing: Design and build AI-enabled processes for client organizations — not just technical integrations, but rethinking how a client’s planning and business processes should work once AI is part of the toolset. This includes hands-on work with Workday Adaptive Planning and Pigment MCP servers and each platform’s native/in-tool AI features.

Delivery standards: Define how PlanSimpli itself uses AI responsibly and consistently across client deployments — the practices and guardrails our delivery team follows so AI use in engagements is deliberate, repeatable, and trustworthy rather than ad hoc.

This role reports directly to the CEO and will have significant latitude to define how the work gets done — we’re prioritizing strong judgment and execution ability over a fixed job description.

What You’ll Own

• Internal Tooling & Automation
  • Design, build, and maintain internal automations and AI-driven workflows across sales, delivery, and marketing functions
  • Identify manual/repeatable processes worth automating and make the call on build vs. buy
  • Own reliability and maintenance of what you build — this isn’t prototype-and-move-on work
• Client-Facing AI-Enabled Process Design (WDAP / Pigment)
  • Design AI-enabled planning and business processes for client organizations — the “what should this workflow look like with AI in it” question, not just the technical build
  • Build and maintain integrations using Workday Adaptive Planning and Pigment MCP servers
  • Develop capability using each platform’s native/in-tool AI features, and identify where custom agentic tooling adds more value than what’s built into the platform
  • Partner with Gabe Macis (Solution Strategy) and delivery consultants to turn this capability into client-ready demos and, eventually, deliverable engagement work
  • Help define what’s actually deliverable to clients vs. what’s roadmap/vision, keeping our AI story grounded in real capability
• AI Delivery Standards & Practices
  • Define standards and best practices for how PlanSimpli consultants use AI responsibly within client deployments (data handling, review/validation of AI-generated output, appropriate use cases vs. off-limits ones)
  • Document repeatable patterns for where and how AI should show up in an implementation, so quality doesn’t depend on which consultant is staffed
  • Train and support delivery consultants in applying these standards on live engagements
• Technical Direction
  • Bring outside perspective on what’s possible with current AI tooling (LLMs, agents, automation platforms, MCP) and help shape where PlanSimpli invests next
  • Stay current on WDAP and Pigment’s own AI roadmaps so PlanSimpli is positioned ahead of, not behind, platform-native AI features

How Success is Measured (early)

• Internal automations built are in active, reliable use across the team (not one-off scripts)
• Working AI capability built on WDAP/Pigment MCPs and in-tool AI features, usable in real client conversations and engagements
• AI delivery standards documented and adopted by the consulting team — consistent AI usage across engagements regardless of who’s staffed
• Reduction in manual/repeatable work across sales, delivery, and marketing functions
• CEO has a credible technical partner for AI decisions rather than making them without engineering input

What You Bring

• Strong software engineering fundamentals — you can ship and maintain production-quality code, not just prototypes
• Hands-on experience building with LLMs/AI agents (APIs, tool use, agentic workflows, MCP, RAG, or similar) — this is a hard requirement
• Ability to think beyond the technical build to process design — you can look at a client’s workflow and identify where AI genuinely changes how the work should be done
• Comfort working without a fully defined roadmap — this role is being built as we go, and you’ll help define it
• Ability to context-switch between internal infrastructure work, client-facing/platform build work, and writing standards/documentation
• Strong communication — you’ll work directly with Joseph, Sales, Marketing, and Delivery, not just other engineers

Bonus Skills

• Experience with EPM/FP&A platforms (Workday Adaptive Planning, Pigment) or willingness to ramp quickly
• Direct experience building against MCP servers or similar tool-use/agent protocols
• Experience designing AI governance, standards, or best-practice frameworks (e.g. responsible AI use, review processes) in a consulting or client-services setting
• Experience in a small company/startup environment where you own outcomes end-to-end

Why You’ll Love Working Here

• A culture that prizes simplicity, innovation, and authenticity.
• Exposure to leading-edge AI tools and enterprise planning platforms

Work Eligibility

• Visa Sponsorship is not offered for this role.

PlanSimpli is an equal opportunity employer.  All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

Location: Remote (U.S.)
Reports To: Head of Delivery, with a dotted line to Gabe Macis (Solution Strategy) for demo asset work and sales support
Platform: Workday Adaptive Planning and Pigment

About PlanSimpli

PlanSimpli is an EPM consultancy specializing in Workday Adaptive Planning and Pigment implementations, helping clients extend planning beyond FP&A into SPM, S&OP, workforce planning, and project planning.

About the Role

PlanSimpli is expanding its Integrated Business Planning (IBP) / Supply Chain capability as part of extending planning beyond FP&A into S&OP, SPM, workforce planning, and project planning. This role is, first and foremost, a **Senior Consultant role** — you’ll be staffed on client engagements and carry a full billable load implementing IBP and supply chain planning solutions across Workday Adaptive Planning and Pigment, just like any other Senior Consultant on the team.

What makes this role different is the layer on top of delivery: you’ll also build the demo assets that help prospects see what great IBP/supply chain planning looks like, jump into sales conversations when technical depth is needed, and define the standards and best practices that make our IBP/supply chain delivery repeatable and consistent. This is not a management or pre-sales-only seat — the majority of your time is spent implementing for clients. The sales and standards work is additive, done in the gaps around and alongside delivery, not instead of it.

What You’ll Own

• Client Delivery (majority of time)
  • Lead and execute IBP / supply chain planning workstreams for clients on Workday Adaptive Planning and Pigment — demand planning, S&OP, inventory and supply planning, and related integrated planning processes
  • Run discovery, design, and build for supply chain/IBP modules within larger engagements
  • Partner with Solution Leads/Architects and other consultants to ensure supply chain workstreams integrate cleanly with the broader financial planning model
• Demo Assets & Sales Support
  • Build and maintain demo environments and assets that showcase IBP/supply chain planning capabilities to prospects
  • Join sales conversations where deep supply chain/IBP expertise is needed to answer prospect questions or shape scope
  • Translate real delivery patterns into demo-ready examples, keeping assets current as our approach evolves
• Standards & Best Practices
  • Define and document standards and best practices for how PlanSimpli approaches IBP/supply chain planning engagements
  • Create reusable frameworks, templates, and design patterns other consultants can apply on future supply chain engagements
  • Feed lessons learned from live client work back into both the standards and the demo assets

How Success is Measured

• Strong delivery performance and client satisfaction across IBP/supply chain engagements (same bar as any Senior Consultant)
• Demo assets built and actively used in sales cycles
• Documented IBP/supply chain standards adopted by the broader delivery team
• Positive feedback from Sales/Solution Strategy on sales-conversation support

What You Bring

• Hands-on implementation experience with IBP, S&OP, or supply chain planning, ideally within an EPM/FP&A platform or SCM planning platform such as O9, Kinaxis, etc.
• Track record as a senior, client-facing implementation consultant — comfortable owning workstreams directly with clients, not just supporting a lead
• Comfort operating in front of prospects: able to speak credibly to supply chain/IBP capabilities in a sales setting without extensive coaching
• Experience creating documentation, frameworks, or standards from real project experience (not just following an existing playbook)
• Strong written and verbal communication — you’ll be documenting patterns other consultants will follow

Why You’ll Love Working Here

• A culture that prizes simplicity, innovation, and authenticity.
• Exposure to leading-edge AI tools and enterprise planning platforms

Work Eligibility

• Visa Sponsorship is not offered for this role.

PlanSimpli is an equal opportunity employer.  All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.