Adaptive Planning Specialist

Version 1; Bengaluru; Hybrid; INR 2,000,000 - 3,200,000; Full time

Benefits offered by this job

Profit sharing

Career development

Flexible/remote working

Pension

Private healthcare

Life assurance

Employee discounts

Gym discounts

Job summary

Version 1 in Bengaluru, India seeks a senior FP&A professional with 7–9 years of experience to administer and optimize Workday Adaptive Planning environments. You will lead budgeting, forecasting, and management reporting, partnering with Finance, Delivery, and Sales to drive connected planning across the organisation.

You will implement process improvements, provide training, and ensure data integrity while promoting best practices in Adaptive Planning and analytics tools.

Qualifications

• Bachelor’s degree in Data, Finance, Accounting, or a related field.
• Adaptive Planning Qualifications (Workday Pro Certification)
• Minimum 3+ years’ experience with Workday Adaptive Planning including model administration, maintenance, reporting, security and data loads
• Hands-on experience designing, maintaining Adaptive Planning models: sheets, dimensions, attributes, versions, formulas, access rules
• Detailed understanding of financial modelling, budgeting, and forecasting processes
• Excellent communication and FP&A process skills

Responsibilities

• Administer and maintain the system, including user access, integrations, security, model structure, and data integrity.
• Build and maintain system documentation, architecture maps, process guides, intranet, and change logs.
• Develop and implement system enhancements and process improvements.
• Collaborate with Finance to gather requirements and develop financial models, reports, and dashboards.
• Drive FP&A standardisation across templates, models and reporting formats.
• Deliver training and user support for forecasting, budgeting, and analysis using Adaptive Planning.
• Support connected planning across Finance, Delivery, Workforce Planning, Sales and Ops.
• Promote adoption and best practices for Adaptive Planning and FP&A tools.
• Troubleshoot and resolve system issues; develop web reports and dashboards.
• Create a Finance super-user community with training materials and adoption metrics.
• Stay current with product updates and opportunities to improve capability.
• Assist with preparation of financial reports and ad-hoc analysis.
• Ad-hoc projects as required.

Skills

Workday Adaptive Planning

Model administration

Reporting

Forecasting

Budgeting

Excel

SQL

Power BI

Data modelling

FP&A processes

Education

Bachelor’s degree in Data, Finance, Accounting, or related field

Workday Adaptive Planning Certification (Workday Pro)

Tools

Workday Adaptive Planning

Excel

SQL

Power BI

Job description

Company Description

Version 1 has celebrated30 yearsinbusinessand continues to be trusted by global brands to delivertechnology and transformationsolutions that drive customer success. Ourdeepexpertiseenables our customers to navigate the rapidlyevolving technology landscape. We foster strong partnerships withglobal technology leadersincluding Microsoft, AWS, Oracle, Red Hat,OutSystems, Snowflake, ensuring that our customers are provided with the highest quality solutions and services.

Company Description

Version 1 has celebrated30 yearsinbusinessand continues to be trusted by global brands to delivertechnology and transformationsolutions that drive customer success. Ourdeepexpertiseenables our customers to navigate the rapidlyevolving technology landscape. We foster strong partnerships withglobal technology leadersincluding Microsoft, AWS, Oracle, Red Hat,OutSystems, Snowflake, ensuring that our customers are provided with the highest quality solutions and services.

• UK & Ireland's premier AWS, Microsoft & Oracle partner
• 3300+ strong, €350/£300m revenue business
• 10+ years as a Great Place to Work in Ireland & UK
• Best Workplace for Women in the UK & Ireland by GPTW
• Best Workplace for Wellbeing in the UK by GPTW

We’rea corevalues drivencompany, we hire people who share our values, and we reward those who display and foster them,it’sdeeply embedded within our DNA. Invest in us andwe’llinvest in you!.

Job Description

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.

Additional Information

Why Version 1?

At Version 1, we believe in providing our employees with a comprehensive benefits package that prioritises their wellbeing, professional growth, and financial stability.

• Share in our success with our Quarterly Performance-Related Profit Share Scheme, where employees collectivelybenefitfrom a share of our company's profits
• Strong Career Progression & mentorship coaching through our Strength in Balance & Leadership schemes with a dedicated quarterly Pathways Career Development programme
• Flexible/remote working, Version 1 is tremendously understanding of life events and people’s individual circumstances and offer flexibility to help achieve a healthy work life balance
• Financial Wellbeing initiativesincluding;Pension, Private Healthcare Cover, Life Assurance, Financialadviceand an Employee Discount scheme
• Employee Wellbeing schemes including Gym Discounts, Bike to Work, Fitness classes, Mindfulness Workshops, Employee Assistance Programme and much more. Generous holiday allowance, enhanced maternity/paternity leave, marriage/civil partnership leave and special leave policies
• Educationalassistance, incentivised certifications, and accreditations, including AWS, Microsoft, Oracle, and Red Hat
• Reward schemes including Version 1’s Annual Excellence Awards & ‘Call-Out’ platform.
• Environment, Social and Community First initiatives allow you to get involved in local fundraising and development opportunities as part of fostering our diversity, inclusion and belonging schemes.

Version1 is an equal opportunities employer.

We are committed to building a diverse,inclusiveand respectful workplace where everyone feels valued and able to thrive. We welcome applications from people of all backgrounds, identities and lived experiences, and we value the different perspectives people bring including those shaped by disability and neurodiversity.

We want every candidate to have a positive and accessible recruitment experience. If you need reasonable adjustments at any stage of the process, please contact your recruiter at Version 1. We will consider all requests carefully, respectfully and confidentially.

Video links

https://www.youtube.com/watch?v=F_d3ELTH5zo