Finance Manager, Adaptive Planning

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

📋 Description

• Take ownership of Adaptive Planning administration and act as the primary administrator and internal subject matter expert.

• Maintain and enhance model architecture, which includes dimensions, levels, attributes, versions, sheets, formulas, and calculated accounts.

• Oversee annual operating plans, budgets, forecasts, and actuals versions, managing rollovers, planning calendars, and period locks.

• Develop and manage integrations and data loads between Adaptive and ERP, HRIS, CRM, and data warehouse systems.

• Conduct audits and reconcile planning data with Accounting records.

• Administer user roles, permissions, licenses, data privacy, and ensure alignment with internal controls.

• Generate management reporting packages, dashboards, scorecards, and OfficeConnect reports.

• Convert business requirements into scalable solutions and implement model changes following testing and change-management protocols.

• Provide training and support for budget owners, business partners, and FP&A team members.

• Maintain documentation for the platform.

• Utilize automation and AI-enabled tools to minimize manual tasks and enhance accuracy.

• Assess new Adaptive features and recommend their adoption.

• Troubleshoot system issues while coordinating with Workday support and external consultants.

• Manage the company-wide headcount roll-forward from actuals to plan, including requisition details, hiring assumptions, salaries, bonuses, commissions, benefits, taxes, and contractor expenses.

• Reconcile headcount and personnel costs across HRIS, payroll, ERP, and Adaptive at each close.

• Model scenarios for leadership and assist with budgets, forecasts, and long-range planning.

⛳️ Requirements

• Bachelor's degree in Finance, Accounting, Information Systems, Business, or a related field, or equivalent experience.

• A minimum of 5 years of experience in Adaptive Planning administration and model-building.

• Experience is preferred at a SaaS or technology company.

• Practical experience with Adaptive reporting tools, dashboards, and OfficeConnect.

• Strong FP&A knowledge, including budgeting, forecasting, variance analysis, and management reporting.

• Experience in forecasting headcount and personnel costs, incorporating HRIS and payroll data.

• Proficiency in building and troubleshooting integrations and data loads between Adaptive and ERP or other source systems.

• Advanced skills in Excel or Google Sheets.

• Capability to analyze large data sets and translate business needs into system and process solutions.

• Excellent communication skills with the ability to collaborate with both Finance and non-Finance teams while managing multiple priorities.

• Ability to work independently with a strong focus on detail and data integrity.

• Workday Adaptive Planning certification is a plus.

• Successful completion of a background check is required.

• Identity verification may necessitate legal name, current physical location, valid contact number, and residential address.

🏝️ Benefits

• Competitive compensation.

• Ownership program available for all full-time employees.

• Flexible work culture.

• Generous time off, including local holidays and an annual “Dim the Lights” period.

• Comprehensive wellness programs and mental health support.

• Access to learning and development resources.

• Professional development tools provided.

• Tuition reimbursement offered.

• Technology and tools necessary to perform at your best.

• Motivosity employee recognition program.

• An inclusive and supportive culture.