Adaptive Planning Consultant

CFO's Domain; California (MO); On-site; USD 100,000 - 125,000; Full time

Job summary

Join a mission-driven healthcare technology organization as an Adaptive Planning Consultant. In this hands-on role, you will optimize and simplify complex Adaptive Planning setups, ensuring alignment with current business needs. Collaborate with finance and systems teams to enhance usability and forecasting efficiency. This position offers a unique opportunity to drive transformation in a fast-paced environment while providing part-time ongoing support after initial consulting phases. If you have a passion for innovative solutions and thrive in dynamic settings, this role is perfect for you.

Benefits

401(k)

Medical insurance

Vision insurance

Qualifications

• 7+ years in FP&A or financial systems with 3 years in Adaptive Planning.
• Experience with financial system integrations, especially Adaptive to NetSuite.

Responsibilities

• Redesign and streamline Adaptive Planning integrations.
• Support fiscal year-end changes and optimize financial planning models.

Skills

Adaptive Planning expertise

Financial system integrations

Problem-solving

Stakeholder management

Education

Bachelor’s degree in Finance

Bachelor’s degree in Accounting

Bachelor’s degree in Information Systems

Tools

NetSuite

Job description

1 week ago Be among the first 25 applicants

This range is provided by CFO's Domain. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$80.00/hr - $120.00/hr

Additional compensation types

Annual Bonus

ADAPTIVE PLANNING CONSULTANT

THE OPPORTUNITY:

Our client is a mission-driven healthcare technology organization that is seeking an Adaptive Planning Consultant to optimize and streamline their current Adaptive Planning instance. Initially built with the assumption of scaling to a large enterprise business, the current setup is overly complex for their actual scale.

This is a hands-on consulting role that will require full-time support during the early stages, with ongoing part-time support thereafter.

The ideal candidate will be a seasoned Adaptive Planning professional who can redesign and simplify their integration processes, support model rebuilds, assist with a fiscal year-end change, and advise on overall system optimization. The successful candidate will bring strong technical Adaptive Planning expertise, experience with financial system integrations (especially NetSuite), and a consultative approach to driving transformation in a fast-paced environment.

RESPONSIBILITIES:

• Assess and unwind the current overbuilt Adaptive Planning instance to align with Client's current scale and business needs.
• Redesign and streamline integrations, particularly with NetSuite, which currently runs three times per day and includes massive data sets from thousands of 1099 vendors.
• Optimize and reduce integration runtimes (currently ~1.5 hours) by removing unnecessary data pulls and simplifying tables.
• Support change of fiscal year-end from calendar year to January 31st, including related configuration and model adjustments within Adaptive.
• Rebuild and clean up financial planning models with a focus on improving usability, accuracy, and forecasting efficiency.
• Evaluate and recommend which components of the company’s cash model should be transitioned into Adaptive Planning.
• Provide guidance on best practices for maintaining a scalable, lean Adaptive environment.
• Collaborate closely with FP&A, accounting, and systems teams to ensure alignment and stakeholder buy-in.
• Transition support model from full-time consulting during the discovery and execution phase to part-time ongoing support as system improvements are implemented.

REQUIREMENTS:

• Bachelor’s degree in Finance, Accounting, Information Systems, or a related field.
• Minimum 7 years of experience in FP&A or financial systems, with at least 3 years hands-on with Adaptive Planning.
• Proven success redesigning and simplifying Adaptive Planning environments, especially for mid-market companies.
• Strong understanding of financial system integrations, particularly Adaptive to NetSuite.
• Experience handling large data sets and managing integrations involving high volumes of 1099 contractors/vendors.
• Ability to manage system changes associated with fiscal year-end adjustments.
• Excellent problem-solving, communication, and stakeholder management skills.
• Experience in a consulting capacity highly preferred.

ABOUT CFO’S DOMAIN:

CFO’s Domain is a national accounting & finance consulting and recruiting organization serving CFO’s and their stakeholders. Our consultants are among the best practitioners in the marketplace, serving clients across a diverse range of industries and stages of growth. Our consultants serve clients with mission critical deliverables when they are experiencing capacity or capability constraints. Our consultants receive benefits, competitive compensation, gain access to the full breadth of our recruiting capabilities and are introduced to roles that are accretive to their personal and professional growth.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Contract

Job function

• Job function

  Finance, Project Management, and Information Technology

• Industries

  Technology, Information and Media and Health and Human Services

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Inferred from the description for this job

401(k)

Medical insurance

Vision insurance

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