FP&A, close and treasury
10 Workday Adaptive Planning experts
These ten finance systems and FP&A professionals have administered or owned Workday Adaptive Planning, formerly Adaptive Insights, inside the organizations they worked for. A reader can learn how in-house owners build planning models, manage users and integrations, and support budgeting and forecasting on the platform.
Professionals to explore
01—10Brandon G.
LinkedInExperience: Director, BSS - Workday Adaptive Planning & Arena PLM (FP&A) · SmartSky Networks
Former Director, BSS - Workday Adaptive Planning & Arena PLM (FP&A) at SmartSky Networks (2021–2024), and FP&A Manager at Flash since December 2024. Earlier he was Sr. Financial Systems Analyst (FP&A) at OceanX by Cart.com (2018–2021); the profile headline lists FP&A, Workday Adaptive Planning, systems analysis and data management.
Grant Carpenter, CPA
LinkedInExperience: Finance Systems Manager - Adaptive Planning · agilon health
Finance Systems Manager - Adaptive Planning at agilon health since November 2025, after serving there as Senior Systems Analyst - Adaptive Planning (2023–2025). Before agilon health the profile lists Technology Solutions Manager at CrossVue (2022–2023), Technology Solutions Senior Consultant at CrossCountry Consulting (2019–2022) and Controller at Enabling Solutions Inc. (2015–2019).
James Gonzalez
LinkedInExperience: Senior Analyst, Global Financial Planning & Analysis · GIA (Gemological Institute of America)
Senior Analyst, Global Financial Planning & Analysis at GIA (Gemological Institute of America), a role listed since 1998. The profile cites 10 years as Adaptive Insights administrator, building assumption models for revenue, employees and new employees, capital and travel, and creating all the reports in Adaptive Insights.
Jerrod Marshall
LinkedInExperience: Manager, Budgeting Systems · Babson College
Manager, Budgeting Systems at Babson College since 2023. The profile says the current position works almost exclusively with the Adaptive Insights CPM software and the applications it integrates with, including creating reports and dashboards with the Adaptive Insights tools. Earlier roles include Business System Analyst at West Star Aviation Inc. (2018–2021).
John Carroll
LinkedInExperience: Workday Adaptive System Administrator · eHealth, Inc.
Workday Adaptive System Administrator at eHealth, Inc. since 2024 and former Data Analyst at QBIX Analytics (2022–2024). The profile says that as a member of eHealth's finance systems team he supports business operations and processes related to Workday products such as Adaptive Planning, Workday Financials and Workday Strategic Sourcing.
Kathryn Zurlino
LinkedInExperience: FP&A Systems Manager · OneAmerica Financial
FP&A Systems Manager at OneAmerica Financial since 2023, after serving there as Senior Financial Analyst (2019–2023). The profile describes a financial systems manager specializing in Workday Financials, Workday Adaptive Planning and enterprise financial system integrations, with more than a decade across insurance, financial services and government.
Krystle Moon, MPA
LinkedInExperience: Financial Systems Manager - Workday Adaptive Planning · Avalara
Former Financial Systems Manager - Workday Adaptive Planning at Avalara (2022–2024) and Adaptive Planning Manager at Restaurant365 since 2024. The profile says the Avalara role led all aspects of Workday Adaptive Planning administration, including model and dimension management, user access controls and data integrity. Earlier Workday Adaptive Planning roles were at KPMG (2021–2022) and Kainos (2020–2021).
Ryan Campbell, CPA
LinkedInExperience: Senior Business Analyst, Workday Adaptive Planning · RAND
Senior Business Analyst, Workday Adaptive Planning at RAND since 2024. The profile says he administers the Workday Adaptive Planning platform, including user management, data integration, model and formula building, system configuration and reporting. Before RAND he was Principal Consultant (2021–2023) and Senior Principal Consultant (2023–2024), Workday Financials & Adaptive Planning at Cognizant, and Financial Systems Administrator at DIA (2019–2021).
Sean Cybrowski
LinkedInExperience: Workday Adaptive Planning Administrator Global REIT · Realty Income Corporation
Former Workday Adaptive Planning Administrator Global REIT at Realty Income Corporation (2021–2023), and Business Controller (since 2023) and Finance Manager (since 2025) at Beta Fund. The profile cites more than 10 years specializing in Workday Adaptive Planning implementation and model development, including back-end configuration with the EIB tool for data migration.
Zaiba Benish
LinkedInExperience: Finance Systems Manager, Adaptive Planning Workday · North American Partners in Anesthesia
Finance Systems Manager, Adaptive Planning Workday at North American Partners in Anesthesia since 2025, after serving as Adaptive Planning Lead Financial Systems at WestEd (2019–2025) and FP&A Manager Integration & Analytics at Chemonics International (2016–2019). The profile says the current role designed and optimized fully integrated balance sheet, income statement and cash flow models within Adaptive Planning, eliminating manual reconciliations.
Choose the right perspective
Match the person's role to your question: administrators and systems analysts suit questions about model design, integrations and user support, while finance systems managers and FP&A leads suit questions about planning process design and ownership. Check whether the Adaptive Planning role is current or past before asking about recent features.
Questions to take into the conversation
- 01How did you structure your Adaptive Planning models and dimensions so they stayed maintainable as the business changed?
- 02Which integrations into Adaptive Planning were hardest to keep reliable, and how did you handle them?
- 03How did you split ownership of Adaptive Planning between FP&A and finance systems, and what would you change?
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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