Finance Manager, Adaptive Planning
Overview
A fully remote organization is seeking a Finance Manager, Adaptive Planning to serve as the primary administrator and subject matter expert for its financial planning platform. This role will own the models, integrations, security, reporting, and planning processes that support annual operating plans, budgets, forecasts, actuals, headcount planning, and personnel cost forecasting.
Working closely with FP&A, Accounting, IT, HR, and business partners, you will translate business needs into scalable solutions, maintain data integrity, streamline planning processes, and help leadership make informed decisions through accurate reporting and scenario analysis. This is an immediate contract opportunity expected to last three months or longer , with potential for contract-to-hire.
Required Skills
- Hands-on experience administering and building models in Adaptive Planning
- Ability to maintain and troubleshoot Adaptive Planning from the back end, including:
- Dimensions, levels, attributes, versions, sheets, formulas, and calculated accounts
- Planning calendars, period locks, rollovers, and planning versions
- User roles, permissions, licenses, and security access
- Experience managing AOP, budgeting, forecasting, and actuals planning cycles
- Experience building and troubleshooting integrations and data loads between Adaptive Planning and ERP, HRIS, CRM, data warehouse, or other source systems
- Ability to audit and reconcile planning data with Accounting records
- Experience creating management reports, dashboards, scorecards, and OfficeConnect reports
- Strong FP&A knowledge, including budgeting, forecasting, variance analysis, and management reporting
- Experience forecasting headcount and personnel costs, including salary, bonus, commission, benefits, taxes, and contractor spend
- Experience reconciling headcount and personnel costs across HRIS, payroll, ERP, and Adaptive Planning
- Advanced Excel or Google Sheets skills
- Strong analytical, problem-solving, and data management abilities
- Ability to translate business requirements into effective system and process solutions
- Clear communication skills and the ability to collaborate with Finance, IT, Accounting, HR, and non-Finance stakeholders
- Strong attention to detail, data integrity, organization, and follow-through
- Ability to work independently and manage multiple priorities in a fast-paced environment
Nice to Have Skills
- Experience working in a SaaS or technology company
- Experience applying automation or AI-enabled tools to reduce manual work and improve accuracy
- Experience evaluating and implementing new Adaptive Planning features
- Experience supporting change management, testing, documentation, and user training
- Experience troubleshooting issues with Workday support or outside consultants
- Experience supporting budget owners, business partners, and FP&A teams as a planning platform subject matter expert
Preferred Education and Experience
- Bachelor’s degree in Finance, Accounting, Information Systems, Business, or a related field; equivalent experience may be considered
- Five or more years of Adaptive Planning administration and model-building experience
- Experience supporting enterprise planning cycles, including annual operating plans, budgets, forecasts, and long-range planning
- Experience managing headcount roll-forwards, requisition-level planning, hiring assumptions, and personnel cost forecasts
Other Requirements
- Fully remote position
- Candidates located in the Mountain or Pacific time zones are preferred
- Immediate availability is preferred
- Contract engagement expected to last three months or longer, with potential for extension or contract-to-hire
- Must be able to work cross-functionally across Finance and systems teams
- Must be able to understand, maintain, troubleshoot, and improve existing planning architecture
- Must be comfortable training users, maintaining documentation, and supporting ongoing platform adoption
