
Varsha Patel
Accounting / Finance
Services offered
I’m a freelance Workday Adaptive Planning consultant who helps organizations design, implement, and optimize financial planning and reporting solutions. I support budgeting, forecasting, dashboards, integrations, and ongoing system maintenance to improve planning accuracy and decision-making.
Experience
I am a senior Workday Adaptive Planning consultant with deep hands-on experience delivering complex implementations, model redesigns, and post–go-live optimization for enterprise FP&A teams. My technical expertise includes architecting multi-sheet planning models (standard, cube, and matrix), designing and optimizing dimensions and hierarchies, managing versioning strategies, and configuring role-based security. I specialize in building advanced dashboards and KPIs, developing and maintaining integrations using the Adaptive Integration Framework (AIF), APIs, and automated data loads, and optimizing model performance and calculation efficiency. I work closely with finance, IT, and FP&A leadership to translate business requirements into scalable, governed Adaptive solutions while supporting ongoing system administration, enhancements, and user enablement.
Education
I hold a BA (Hons) in Economics and Finance from the UK, with a strong academic focus on macro- and microeconomic theory, econometrics, quantitative analysis, financial accounting, and corporate finance. This education provides a rigorous analytical foundation that directly supports advanced financial modeling, forecasting, and enterprise planning system design in Workday Adaptive Planning.
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