Workday Adaptive Planning Lead - FP&A & Automation

ConnectWise; United States; Hybrid; USD 110,000 - 150,000; Full time

Job summary

ConnectWise is seeking an experienced Adaptive Planning Administrator to serve as the primary administrator and SME for Workday Adaptive Planning. You will support budgeting, forecasting, and financial reporting while partnering with FP&A, Accounting, HR and IT to ensure data integrity and actionable insights.

The role focuses on optimizing planning processes, leveraging AI and automation to improve efficiency, and delivering scalable planning solutions across the organization.

Qualifications

• Strong knowledge of Workday Adaptive Planning administration, model design, and reporting capabilities.
• Experience with FP&A processes including budgeting, forecasting, and management reporting.
• Ability to manage projects and deliver results independently with moderate supervision.

Responsibilities

• Serves as the primary Workday Adaptive Planning administrator and SME.
• Maintains and enhances Adaptive Planning model architecture and security.
• Builds integrations and data loads between Adaptive Planning and source systems.

Skills

Workday Adaptive Planning admin

Model design

FP&A processes

Advanced Excel

OfficeConnect reporting

ERP systems knowledge

Data analysis

Education

Bachelor’s degree in finance/IS/business

5+ years Workday Adaptive Planning administration

Workday Adaptive Planning Certification (preferred)

Tools

OfficeConnect

Excel

NetSuite or similar ERP

Job description

ConnectWise is seeking an experienced Adaptive Planning Administrator to serve as the primary administrator and SME for Workday Adaptive Planning. You will support budgeting, forecasting, and financial reporting while partnering with FP&A, Accounting, HR and IT to ensure data integrity and actionable insights.

The role focuses on optimizing planning processes, leveraging AI and automation to improve efficiency, and delivering scalable planning solutions across the organization.