Adaptive Planning Software Administrator

About this role

ConnectWise is an industry and Global leading software company with over 3,000 colleagues in North America, EMEA and APAC. As a community-driven software company dedicated to the success of technology solution providers, our suite helps over 45,000 of our partners manage their businesses better, sell more efficiently, automate service delivery, and remotely control technology so they can consistently deliver amazing customer experiences.

Our company is powered by our connections, our colleagues, and our community. And, we accept all kinds.

Game-changers, innovators, culture-lovers—and humankind.

We invite discovery and debate. We recognize key moments as milestones.

We see you and value you for your unique contributions. Our inclusive, positive culture lays the foundation to ensure every colleague is valued for their perspectives and skills, giving you the choice of how YOU make a difference.

Curious? Read this opportunity to learn how YOU can make a difference at ConnectWise!

General Summary:

Adaptive Planning Software Administrator serves as the primary administrator and subject matter expert for Workday Adaptive Planning. This role is responsible for the administration, maintenance, enhancement, and optimization of the company's planning platform to support budgeting, forecasting, financial reporting, and strategic planning processes. The position partners closely with FP&A, Accounting, HR, IT, and business leaders to ensure data integrity, efficient planning processes, and actionable financial insights. Additionally, this role provides reporting support, contributes to ongoing FP&A initiatives and process improvements, and is expected to identify opportunities to leverage AI, automation, and emerging technologies to enhance financial planning, reporting, and operational efficiency.

Essential Duties and Responsibilities:

• Serves as the primary Workday Adaptive Planning administrator and internal subject matter expert.

• Maintains and enhances 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.

Knowledge, Skills, and/or Abilities Required:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Strong knowledge of Workday Adaptive Planning administration, model design, and reporting capabilities.

• Strong understanding of FP&A processes, including budgeting, forecasting, variance analysis, and management reporting.

• Ability to manage projects and deliver results independently with moderate supervision.

• Advanced Excel and financial systems skills.

• Experience with OfficeConnect reporting and dashboard development.

• Knowledge of ERP systems, preferably NetSuite or similar enterprise platforms.

• Strong analytical and problem-solving skills with the ability to interpret large data sets.

• Excellent organizational, communication, and stakeholder management skills.

• Ability to translate business needs into system and process solutions.

• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

• High attention to detail and commitment to data accuracy and integrity.

• Demonstrated ability to identify process improvement opportunities and implement scalable solutions.

• Knowledge of AI, automation, and business intelligence tools and their application within FP&A, reporting, and analytics environments.

Educational/Vocational/Previous Experience Recommendations:

• Bachelor’s degree in finance

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