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Adaptive Planning Software Administrator
ConnectWiseAdaptive Planning administrator managing Workday planning systems for ConnectWise, a software company serving technology solution providers. Optimizing budgeting, forecasting, reporting, automation, and AI-enabled financial processes.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Workday Adaptive Planning administration, model design, and FP&A processes, including budgeting and forecasting. Capable of translating business requirements into effective planning and reporting solutions while ensuring data integrity and accuracy.
Highest-signal resume keywords
Workday Adaptive Planning AdministrationFP&A ProcessesAdvanced Excel SkillsOfficeConnect ReportingData Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Workday Adaptive PlanningModel DesignBudgetingForecastingVariance AnalysisData IntegrityProcess ImprovementFinancial ReportingAnalytical SkillsProject Management
Soft Skills
Organizational SkillsCommunication SkillsStakeholder ManagementProblem-Solving SkillsAttention to Detail
Tools & Technologies
OfficeConnectERP SystemsBusiness Intelligence ToolsAutomation ToolsAI Technologies
Certifications & Qualifications
Workday Adaptive Planning Certification
Industry Keywords
Financial PlanningOperational EfficiencyManagement ReportingData AnalysisChange Management
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Serve as the primary Workday Adaptive Planning administrator and internal subject matter expert
- Maintain and enhance Adaptive Planning model architecture, including dimensions, levels, attributes, versions, sheets, formulas, and calculated accounts
- Manage system security, user access, permissions, and license administration
- Build, maintain, and troubleshoot integrations and data loads between Adaptive Planning and source systems
- Administer budget, forecast, and actual version management, rollovers, planning calendars, and period locks
- Identify and implement AI-, automation-, and emerging-technology-enabled improvements for planning, forecasting, reporting, and operational efficiency
- Design, test, and deploy system enhancements and model changes using change management and testing procedures
- Perform audits, reconciliations, and validation activities to ensure data integrity
- Provide training, documentation, and ongoing support to budget owners, business partners, and FP&A users
- Translate business requirements into scalable planning and reporting solutions with FP&A leadership and cross-functional stakeholders
- Support annual budgeting, monthly forecasting, and long-term financial planning initiatives
- Evaluate new Workday Adaptive Planning functionality and recommend improvements
- Develop and maintain management reporting packages, dashboards, scorecards, and OfficeConnect reports
- Research, analyze, and document findings, providing recommendations to management
- Analyze financial and operational data to identify opportunities, risks, and trends
- Participate in special projects and other assigned duties
Requirements
What you’ll need- 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
- Workday Adaptive Planning Certification preferred
Benefits
Comp & perks- 0-10% travel may be required
- Equal employment opportunities and a workplace free from discrimination and harassment
- Reasonable accommodations for disabilities during the application and hiring process
- Onsite/Hybrid/Remote depending on location