Adaptive Planning Administrator Technical Lead

Job Description: Adaptive Planning Administrator / Technical Lead

Job Title:

Adaptive Planning Administrator / Technical Lead

Reports To:

Director FP&A Systems & Business Intelligence

Location:

Location: Remote

Role Summary:

This role includes administration and technical leadership for Workday Adaptive Planning. The position ensures system integrity optimizes consolidation and planning processes manages integrations with Datawarehouse and ERPs drives automation streamlining of metadata reporting improvements & end user support.

Key Responsibilities:

Adaptive Planning Responsibilities:

• Own the configuration and ongoing optimization of Adaptive models including dimensions levels hierarchies attributes versions and assumptions.
• Administer and support modeled and cube sheets including advanced formula development (lookups allocations driver-based logic).
• Manage Data Agent processes and integrations; coordinate data flows refresh schedules and dependencies.
• Own data mapping tables transformations and reconciliation controls; proactively monitor triage and resolve data load exceptions.
• Maintain and enhance alternate reporting hierarchies to support evolving business and management reporting needs.
• Design build and support Dashboards Hubs and Reporting solutions using HTML reporting and OfficeConnect.
• Administer role-based security including access provisioning periodic reviews and compliance with governance standards.
• Partner with IT and EDW teams on schema changes performance tuning and data lineage; document interfaces dependencies and SLAs.
• Support forecast budget and commit cycles including version management locks workflow configuration and calendar orchestration by partnering with the Finance team and ensuring timely version creation & management updating assumptions and loading source data
• Ensure integrity of financial data by performing tie-outs to consolidation system; investigate and resolve mapping and timing variances.
• Develop and maintain documentation including playbooks SOPs data dictionaries and cutover/runbook materials.
• Lead user enablement through training office hours and ongoing support; provide Tier 2/3 issue resolution.
• Drive continuous improvement of the Adaptive platform including scalability performance optimization and expanded enterprise adoption.
• Support expansion of Adaptive to non-finance users by enabling standardized reporting dashboards and governed self-service capabilities.
• Partner with FP&A and business stakeholders to translate planning and reporting requirements into scalable system design.
• Support audit and compliance requirements including change management access controls and documentation readiness.

Technical Competencies:

• OfficeConnect  & HTML Reporting Dashboards & Hub development
• Adaptive Data Agent configuration and secure data pipelines.
• Advanced Data Management Integrations configurations and troubleshooting.
• Security Administration & Governance
• Metadata Master Data & Data Stewardship
• Automation Scripting & Technical Troubleshooting
• Platform Lifecycle Change Management & Release Control

Qualifications:

• 5 years experience with Adaptive Planning Configuration & Administration
  • Ability and experience administering a production environment
• Workday Adaptive Planning certifications (Essentials Integrations etc.)
• Hands-on experience managing integrations automation and reporting.
• Bachelors degree in Accounting Finance or Information Systems.
• Strong understanding of general accounting principles financial consolidation and planning.

Preferred Skills:

• Experience with Workday Adaptive Planning Data Agent including secure connectivity scheduled integrations source-to-target mappings and troubleshooting failed data loads.
• Experience with Adaptive integration patterns including JDBC connections to EDW/ERP systems secure file transfers REST APIs and automated data pipelines.
• Strong working knowledge of SQL and relational data structures with the ability to investigate data issues across source systems EDW tables mapping logic and Adaptive load results.
• Experience designing and maintaining Adaptive modeled sheets cube sheets dimensions levels attributes assumptions versions and alternate reporting hierarchies.
• Advanced Adaptive formula development experience including lookups allocations driver-based calculations multi-dimensional logic and scalable model design.
• Ability to establish report governance standards including folder taxonomy naming conventions refresh schedules certified report catalogs and report lifecycle management.
• Knowledge of SOX compliance and audit requirements.
• Ability to manage technical projects and coordinate across Finance and IT teams.

Success Metrics:

• On-time close and forecast cycles with zero critical system errors.
• Automated processes reducing manual effort by X%.
• High user satisfaction scores.
• Compliance with audit and security standards.

Qualifications :

Qualifications:

• 5 years experience with Adaptive Planning Configuration & Administration
  • Ability and experience administering a production environment
• Workday Adaptive Planning certifications (Essentials Integrations etc.)
• Hands-on experience managing integrations automation and reporting.
• Bachelors degree in Accounting Finance or Information Systems.
• Strong understanding of general accounting principles financial consolidation and planning.

Additional Information :

Technical Competencies:

• OfficeConnect  & HTML Reporting Dashboards & Hub development
• Adaptive Data Agent configuration and secure data pipelines.
• Advanced Data Management Integrations configurations and troubleshooting.
• Security Administration & Governance
• Metadata Master Data & Data Stewardship
• Automation Scripting & Technical Troubleshooting
• Platform Lifecycle Change Management & Release Control

Qualifications:

• 5 years experience with Adaptive Planning Configuration & Administration
  • Ability and experience administering a production environment
• Workday Adaptive Planning certifications (Essentials Integrations etc.)
• Hands-on experience managing integrations automation and reporting.
• Bachelors degree in Accounting Finance or Information Systems.
• Strong understanding of general accounting principles financial consolidation and planning.

Preferred Skills:

• Experience with Workday Adaptive Planning Data Agent including secure connectivity scheduled integrations source-to-target mappings and troubleshooting failed data loads.
• Experience with Adaptive integration patterns including JDBC connections to EDW/ERP systems secure file transfers REST APIs and automated data pipelines.
• Strong working knowledge of SQL and relational data structures with the ability to investigate data issues across source systems EDW tables mapping logic and Adaptive load results.
• Experience designing and maintaining Adaptive modeled sheets cube sheets dimensions levels attributes assumptions versions and alternate reporting hierarchies.
• Advanced Adaptive formula development experience including lookups allocations driver-based calculations multi-dimensional logic and scalable model design.
• Ability to establish report governance standards including folder taxonomy naming conventions refresh schedules certified report catalogs and report lifecycle management.
• Knowledge of SOX compliance and audit requirements.
• Ability to manage technical projects and coordinate across Finance and IT teams.

Success Metrics:

• On-time close and forecast cycles with zero critical system errors.
• Automated processes reducing manual effort by X%.
• High user satisfaction scores.
• Compliance with audit and security standards.

Remote Work :

Yes

Employment Type :

Full-time