Note: The job is a remote job and is open to candidates in USA. ConnectWise is a software company that provides business management and automation solutions for technology solution providers. The Adaptive Planning Software Administrator serves as the primary Workday Adaptive Planning administrator and subject matter expert, supporting budgeting, forecasting, reporting, and strategic planning. The role also focuses on system optimization, data integrity, automation, AI-enabled solutions, and cross-functional FP&A support.
Responsibilities
- Serves as the primary Workday Adaptive Planning administrator and internal subject matter expert
- Maintains and enhances Adaptive Planning model architecture, including dimensions, levels, attributes, versions, sheets, formulas, and calculated accounts
- Manages system security, user access, permissions, and license administration
- Builds, maintains, and troubleshoots integrations and data loads between Adaptive Planning and source systems, ensuring data accuracy and timeliness
- Administers planning cycles, including budget, forecast, and actual version management, rollovers, planning calendars, and period locks
- Identifies opportunities to leverage AI, automation, and emerging technologies to improve financial planning, forecasting, reporting, and operational efficiency across the organization
- Evaluates, designs, and implements automated and AI-enabled solutions to reduce manual processes, enhance data accuracy, and improve decision-making capabilities
- Designs, tests, and deploys system enhancements and model changes utilizing established change management and testing procedures
- Performs audits, reconciliations, and validation activities to ensure data integrity between Adaptive Planning and source systems
- Provides training, documentation, and ongoing support to budget owners, business partners, and FP&A users
- Partners with FP&A leadership and cross-functional stakeholders to translate business requirements into scalable planning and reporting solutions
- Supports the annual budgeting process, monthly forecasting activities, and long-term financial planning initiatives
- Evaluates new Workday Adaptive Planning functionality and recommends improvements to increase efficiency and reporting capabilities
- Develops and maintains management reporting packages, dashboards, scorecards, and OfficeConnect reports
- Researches, analyzes, and documents findings, providing recommendations to management based on data trends and business requirements
- Implements and improves tools, reports, processes, and AI-enabled solutions that enhance planning, forecasting, reporting effectiveness, data integrity, and operational efficiency
- Analyzes financial and operational data to identify opportunities, risks, and trends that support decision-making
- Provides support to cross-functional teams with a high degree of accuracy, organization, and attention to detail
- Participates in special projects and other duties as assigned
Skills
- Strong knowledge of Workday Adaptive Planning administration, model design, and reporting capabilities
- Strong understanding of FP&A processes, including budgeting, forecasting, variance analysis, and management reporting
- Ability to manage projects and deliver results independently with moderate supervision
- Advanced Excel and financial systems skills
- Experience with OfficeConnect reporting and dashboard development
- Knowledge of ERP systems, preferably NetSuite or similar enterprise platforms
- Strong analytical and problem-solving skills with the ability to interpret large data sets
- Excellent organizational, communication, and stakeholder management skills
- Ability to translate business needs into system and process solutions
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
- High attention to detail and commitment to data accuracy and integrity
- Demonstrated ability to identify process improvement opportunities and implement scalable solutions
- Knowledge of AI, automation, and business intelligence tools and their application within FP&A, reporting, and analytics environments
- Bachelor's degree in finance, Accounting, Information Systems, Business, or related field, or equivalent business experience
- 5+ years of Workday Adaptive Planning administration and model-building experience
- Experience with Adaptive Planning reporting tools and OfficeConnect
- Experience supporting budgeting, forecasting, and financial reporting processes
- 0-10% travel may be required
- Workday Adaptive Planning Certification preferred
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