Workday Adaptive Planning Admin & AI-Driven FP&A

ConnectWise; Northern (KY); Hybrid; USD 110,000 - 150,000; Full time

Job summary

ConnectWise is seeking an Adaptive Planning Software Administrator to lead Workday Adaptive Planning administration, budgeting, forecasting, and reporting efforts across FP&A, Accounting, HR, and IT. You will optimize planning processes, ensure data integrity, and partner with business leaders to deliver actionable insights.

The role emphasizes AI-enabled solutions, automation, and strategic improvements, with collaboration across functions to drive efficiency and accuracy in financial planning

Qualifications

• Bachelor’s degree in finance, accounting, information systems, business, or related field.
• 5+ years of Workday Adaptive Planning administration and model-building experience.
• Experience with Adaptive Planning reporting tools and OfficeConnect.
• Experience supporting budgeting, forecasting, and financial reporting processes.

Responsibilities

• Serve as the primary Workday Adaptive Planning administrator and internal subject matter expert.
• Maintain and enhance Adaptive Planning model architecture, including dimensions, levels, attributes, versions, sheets, formulas, and calculated accounts.
• Manages system security, user access, permissions, and license administration.
• Builds, maintains, and troubleshoots integrations and data loads between Adaptive Planning and source systems, ensuring data accuracy and timeliness.
• Administers planning cycles, including budget, forecast, and actual version management, rollovers, planning calendars, and period locks.
• Identifies opportunities to leverage AI, automation, and emerging technologies to improve financial planning, forecasting, reporting, and operational efficiency across the organization
• Evaluates, designs, and implements automated and AI-enabled solutions to reduce manual processes, enhance data accuracy, and improve decision-making capabilities
• Designs, tests, and deploys system enhancements and model changes utilizing established change management and testing procedures.
• Performs audits, reconciliations, and validation activities to ensure data integrity between Adaptive Planning and source systems.
• Provides training, documentation, and ongoing support to budget owners, business partners, and FP&A users.
• Partners with FP&A leadership and cross-functional stakeholders to translate business requirements into scalable planning and reporting solutions.
• Supports the annual budgeting process, monthly forecasting activities, and long-term financial planning initiatives.
• Evaluates new Workday Adaptive Planning functionality and recommends improvements to increase efficiency and reporting capabilities.
• Develops and maintains management reporting packages, dashboards, scorecards, and OfficeConnect reports.
• Researches, analyzes, and documents findings, providing recommendations to management based on data trends and business requirements.
• Implements and improves tools, reports, processes, and AI-enabled solutions that enhance planning, forecasting, reporting effectiveness, data integrity, and operational efficiency.
• Analyzes financial and operational data to identify opportunities, risks, and trends that support decision-making.
• Provides support to cross-functional teams with a high degree of accuracy, organization, and attention to detail.
• Participates in special projects and other duties as assigned.

Skills

Workday Adaptive Planning

FP&A processes

Advanced Excel

OfficeConnect

Data analysis

Stakeholder management

AI & automation

Education

Bachelor’s degree in finance or related

Tools

Workday Adaptive Planning

OfficeConnect

NetSuite

Job description

ConnectWise is seeking an Adaptive Planning Software Administrator to lead Workday Adaptive Planning administration, budgeting, forecasting, and reporting efforts across FP&A, Accounting, HR, and IT. You will optimize planning processes, ensure data integrity, and partner with business leaders to deliver actionable insights.

The role emphasizes AI-enabled solutions, automation, and strategic improvements, with collaboration across functions to drive efficiency and accuracy in financial planning