Adaptive Planning Software Administrator

This is a fully remote position, open to applicants in Florida.

📋 Description

• Act as the main administrator for Workday Adaptive Planning and serve as the internal expert in the subject.

• Oversee and improve the architecture of the Adaptive Planning model, which includes dimensions, levels, attributes, versions, sheets, formulas, and calculated accounts.

• Handle system security, user access management, permissions, and license administration.

• Create, maintain, and troubleshoot integrations and data transfers between Adaptive Planning and source systems.

• Manage budget, forecast, and actual version administration, rollovers, planning calendars, and period locks.

• Identify and implement enhancements driven by AI, automation, and emerging technologies for improved planning, forecasting, reporting, and operational efficiency.

• Design, test, and implement system enhancements and model modifications while adhering to change management and testing protocols.

• Conduct audits, reconciliations, and validation tasks to ensure data integrity.

• Deliver training, documentation, and continuous support to budget owners, business partners, and FP&A users.

• Convert business requirements into scalable planning and reporting solutions in collaboration with FP&A leadership and cross-functional stakeholders.

• Assist in annual budgeting, monthly forecasting, and long-term financial planning initiatives.

• Assess new functionalities in Workday Adaptive Planning and suggest improvements.

• Develop and sustain management reporting packages, dashboards, scorecards, and OfficeConnect reports.

• Research, analyze, and document findings while providing recommendations to management.

• Evaluate financial and operational data to uncover opportunities, risks, and trends.

• Engage in special projects and other assigned responsibilities.

⛳️ Requirements

• In-depth knowledge of Workday Adaptive Planning administration, model design, and reporting functionalities.

• Strong comprehension of FP&A processes, including budgeting, forecasting, variance analysis, and management reporting.

• Capability to manage projects and achieve results independently with moderate oversight.

• Proficient in advanced Excel and financial systems.

• Experience with OfficeConnect reporting and dashboard creation.

• Familiarity with ERP systems, preferably NetSuite or similar enterprise platforms.

• Strong analytical and problem-solving abilities with the skill to interpret large data sets.

• Exceptional organizational, communication, and stakeholder management skills.

• Ability to convert business needs into system and process solutions.

• Competence in managing multiple priorities and meeting deadlines in a dynamic environment.

• High attention to detail and a commitment to data accuracy and integrity.

• Proven track record in identifying process improvement opportunities and implementing scalable solutions.

• Understanding of AI, automation, and business intelligence tools and their application in FP&A, reporting, and analytics settings.

• Bachelor’s degree in finance, Accounting, Information Systems, Business, or a related field, or equivalent business experience.

• Over 5 years of experience in Workday Adaptive Planning administration and model building.

• Familiarity with Adaptive Planning reporting tools and OfficeConnect.

• Experience supporting budgeting, forecasting, and financial reporting processes.

• Workday Adaptive Planning Certification is preferred.

🏝️ Benefits

• Travel may be required up to 10%.

• Equal employment opportunities in a workplace free of discrimination and harassment.

• Reasonable accommodations available for disabilities during the application and hiring processes.

• Work arrangement options include onsite, hybrid, or remote depending on location.