Responsibilities

● Own Adaptive Planning administration. Serve as the primary admin and internal expert. Maintain and improve model architecture, including dimensions, levels, attributes, versions, sheets, formulas, and calculated accounts.
● Run the planning cycles. Manage AOP, budget, forecast, and actuals versions, including rollovers, planning calendars, and period locks, so each cycle runs on time and on clean data.
● Build and maintain integrations and data loads between Adaptive and source systems such as our ERP, HRIS, CRM, and data warehouse. Audit and reconcile the data so planning matches Accounting records.
● Manage security and access. Own user roles, permissions, and licenses, and keep access aligned with data privacy and internal control requirements.
● Build and maintain reporting. Create management reporting packages, dashboards, scorecards, and OfficeConnect reports that give leaders a clear view of plan, forecast, and actuals.
● Turn business requirements into scalable solutions. Work with FP&A leaders, Accounting, and IT to design, test, and deploy model changes under change management and testing procedures.
● Train and support users, including budget owners, business partners, and FP&A team members. Write and maintain documentation so teams can use the platform with confidence.
● Find ways to automate. Apply automation and AI-enabled tools to cut manual work and improve accuracy. Review new Adaptive features and recommend the ones worth adopting.
● Troubleshoot and escalate. Investigate system issues, fix what we can internally, and work with Workday support and outside consultants on the rest.
● Support the headcount and personnel cost forecast. Manage the company-wide headcount roll-forward from actuals through plan, including requisition-level detail, hiring assumptions, and all personnel cost lines such as salary, bonus, commission, benefits, taxes, and contractor spend.
● Lead headcount reconciliation and reporting. Reconcile headcount and cost across HRIS, payroll, ERP, and Adaptive at each close. Model scenarios for leadership, support the budget, forecasts, and long-range plan.
What you will need to know/have

Finance Manager, Adaptive Planning at Instructure · LumiJobs

Finance Manager, Adaptive Planning

Responsibilities

Benefits

Company

Instructure

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