Adaptive Planning Software Administrator serves as the primary administrator and subject matter expert for Workday Adaptive Planning. This role is responsible for the administration, maintenance, enhancement, and optimization of the company's planning platform to support budgeting, forecasting, financial reporting, and strategic planning processes. The position partners closely with FP&A, Accounting, HR, IT, and business leaders to ensure data integrity, efficient planning processes, and actionable financial insights. Additionally, this role provides reporting support, contributes to ongoing FP&A initiatives and process improvements, and is expected to identify opportunities to leverage AI, automation, and emerging technologies to enhance financial planning, reporting, and operational efficiency.
Adaptive Planning Software Administrator serves as the primary administrator and subject matter expert for Workday Adaptive Planning. This role is responsible for the administration, maintenance, enhancement, and optimization of the company's planning platform to support budgeting, forecasting, financial reporting, and strategic planning processes. The position partners closely with FP&A, Accounting, HR, IT, and business leaders to ensure data integrity, efficient planning processes, and actionable financial insights. Additionally, this role provides reporting support, contributes to ongoing FP&A initiatives and process improvements, and is expected to identify opportunities to leverage AI, automation, and emerging technologies to enhance financial planning, reporting, and operational efficiency.
Essential Duties and 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.
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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.
Knowledge, Skills, and/or Abilities Required
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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.
ConnectWise is an Equal Opportunity Employer, dedicated to building a diverse and inclusive workforce and providing a workplace free from discrimination and harassment. ConnectWise provides equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, religion, age, sex (including pregnancy), sexual orientation, gender, gender identity or expression, ancestry, national origin, citizenship status, physical or mental disability, genetic information, military/veteran status, marital status, familial or parental status, or any other characteristic or status protected by applicable federal, state and local laws.
The statements above are intended to describe the general nature and level of work being performed by individuals assigned to this job. Other duties may be assigned as needed. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the job and/or to receive other benefits and privileges of employment. If you need a reasonable accommodation for any part of the application and hiring process, please contact us at talentacquisition@connectwise.com or 1-800-671-6898.
About ConnectWise
Software & SaaS3401 employeesFounded 1982
Private IT management software company serving managed service providers with business automation, cybersecurity, and data-protection tools.
