Adaptive Planning Administrator / Technical Lead
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Key skills for this role
Role Overview
Provide administration and technical leadership for Workday Adaptive Planning.
Maintain system integrity and improve consolidation, planning, integrations, automation, metadata, reporting, and end-user support.
The role reports to the Director of FP&A Systems and Business Intelligence.
Key Skills for This Role
Full Job Posting
Role Overview
Provide administration and technical leadership for Workday Adaptive Planning.
Maintain system integrity and improve consolidation, planning, integrations, automation, metadata, reporting, and end-user support.
The role reports to the Director of FP&A Systems and Business Intelligence.
Workplace
- The position is remote.
Adaptive Planning Responsibilities
- Own configuration and optimization of Adaptive models, dimensions, levels, hierarchies, attributes, versions, and assumptions.
- Administer modeled and cube sheets, including advanced formula development for lookups, allocations, and driver-based logic.
- Manage Data Agent processes, integrations, data flows, refresh schedules, and dependencies.
- Maintain mappings, transformations, reconciliation controls, and alternate reporting hierarchies.
- Design and support dashboards, Hubs, and reporting solutions using HTML reporting and OfficeConnect.
- Administer role-based security, access provisioning, reviews, and governance standards.
- Partner with IT and EDW teams on schema changes, performance, data lineage, interfaces, dependencies, and SLAs.
- Support forecast, budget, and commit cycles, including versions, locks, workflows, calendars, assumptions, and source-data loading.
- Perform financial data tie-outs and resolve mapping and timing variances.
- Maintain playbooks, SOPs, data dictionaries, and cutover or runbook materials.
- Lead training, office hours, user support, and Tier 2/3 issue resolution.
- Drive platform scalability, performance, enterprise adoption, governed self-service, and continuous improvement.
Technical Competencies
- OfficeConnect, HTML reporting, dashboards, and Hub development.
- Adaptive Data Agent configuration and secure data pipelines.
- Advanced data management, integration configuration, and troubleshooting.
- Security administration, governance, metadata, master data, and data stewardship.
- Automation, scripting, technical troubleshooting, lifecycle management, change management, and release control.
Required Qualifications
- At least five years of experience with Adaptive Planning configuration and administration.
- Experience administering a production environment.
- Workday Adaptive Planning certifications, including Essentials, Integrations, or similar.
- Hands-on experience managing integrations, automation, and reporting.
- Bachelor's degree in Accounting, Finance, or Information Systems.
- Strong understanding of general accounting principles, financial consolidation, and planning.
Preferred Skills
- Experience with Adaptive Data Agent, secure connectivity, scheduled integrations, mappings, and failed-load troubleshooting.
- Experience with JDBC, secure file transfers, REST APIs, and automated data pipelines.
- Strong working knowledge of SQL and relational data structures.
- Experience maintaining Adaptive models, sheets, dimensions, assumptions, versions, and reporting hierarchies.
- Advanced Adaptive formula development and scalable multidimensional model design.
- Knowledge of report governance, SOX compliance, audit requirements, and technical project coordination.
Success Metrics
On-time close and forecast cycles with zero critical system errors.
Automated processes that reduce manual effort.
High user satisfaction and compliance with audit and security standards.
About Sutherland
Sutherland provides artificial intelligence, automation, cloud engineering, analytics, technology products, and business process services to organizations worldwide.
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