Adaptive Planning Specialist

Key Responsibilities
Total years of experience, we are looking someone around 7-9 years.
Administer and maintain the system, including user access, integrations, security, model structure, and data integrity.
Build and maintain system documentation, including data definitions, architecture maps, process guides, intranet site and change logs.
Develop and implement system enhancements and process improvements.
Collaborate with Finance and other departments to gather requirements and develop financial models, reports, and dashboards.
Drive the standardisation of FP&A processes across templates, models and reporting formats
Deliver training and user support, empowering finance users to effectively leverage Adaptive Planning for forecasting, budgeting, and analysis.
Support the development of connected planning processes across Finance, Delivery, Workforce Planning, Sales and Operations, ensuring assumptions, drivers and outputs are aligned across the organisation.
Promote adoption and best practices in the use of Adaptive Planning and associated FP&A tools across the organisation
Troubleshoot and resolve system issues.
Develop and maintain Adaptive web reports, dashboards and self-service reporting views to improve visibility of financial and operational performance.
Develop and maintain a Finance super-user community, training materials, office hours and adoption metrics to embed consistent use of Adaptive across teams.
Stay current with Adaptive Planning product updates and best practices, identifying opportunities to enhance capability and improve efficiency.
Recommend improvements to the system and processes, with a particular focus on AI.
Assist with the preparation of financial reports and analysis as needed.
Ad-hoc projects and analysis as required.
Qualifications
Bachelor’s degree in Data, Finance, Accounting, or a related field.
Adaptive Planning associated Qualifications (such as the Workday Pro Certification)
Minimum 3+ years’ experience working with Workday Adaptive Planning, including model administration, model maintenance, reporting, security, data loads and process support.
Hands-on experience designing, maintaining or enhancing Adaptive Planning models, including sheets, levels, dimensions, attributes, assumptions, calculated accounts, versions, formulas, access rules and workflow.
Detailed understanding of financial modelling, budgeting, and forecasting processes.
Excellent communication and interpersonal skills.
Strong understanding of FP&A processes, including budgeting, forecasting, long-range planning, management reporting, variance analysis and financial modelling.
Experience supporting end-to-end planning cycles, including version setup, templates, assumptions, submissions, validations, reporting outputs and user support
Detail-oriented and highly organised, with the ability to manage many priorities/deadlines.
Proactive and results-oriented with a strong sense of initiative.
Team player who demonstrates strong drive for results and enjoys problem solving.
Ability to be professional and approachable to all levels of employees.
Intermediate – advanced level Excel skills; experience with structured data management.
Working knowledge of SQL, Fabric, Kantata, NetSuite and Power BI would be an advantage.

Employment type
Full-time

Work arrangement
Hybrid