Adaptive Planning Administrator – Technical Lead
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Job Description
Adaptive Planning technical lead administering Workday Adaptive Planning for Sutherland’s AI, automation, and business-process technology services. Optimizing integrations, reporting, financial planning, and enterprise user support.
Responsibilities:
- Own the configuration and ongoing optimization of Workday Adaptive Planning models
- Administer modeled and cube sheets and develop advanced formulas
- Manage Data Agent processes, integrations, data flows, refresh schedules, and dependencies
- Maintain data mapping tables, transformations, and reconciliation controls
- Monitor, triage, and resolve data load exceptions
- Maintain alternate reporting hierarchies
- Design, build, and support dashboards, hubs, and reporting solutions using HTML Reporting and OfficeConnect
- Administer role-based security, access provisioning, periodic reviews, and governance compliance
- Partner with IT and EDW teams on schema changes, performance tuning, data lineage, interfaces, dependencies, and SLAs
- Support forecast, budget, and commit cycles, including version management, locks, workflow configuration, calendar orchestration, assumptions, and source-data loading
- Perform financial data tie-outs to the consolidation system and resolve mapping and timing variances
- Develop and maintain playbooks, SOPs, data dictionaries, and cutover/runbook materials
- Lead user enablement through training, office hours, and ongoing support; provide Tier 2/3 issue resolution
- Drive platform scalability, performance optimization, and expanded enterprise adoption
- Enable standardized reporting, dashboards, and governed self-service for non-finance users
- Translate planning and reporting requirements into scalable system designs
- Support audit and compliance requirements, change management, access controls, and documentation readiness
- Report to the Director, FP&A Systems & Business Intelligence
- Achieve on-time close and forecast cycles, process automation, user satisfaction, and audit/security compliance
Requirements:
- 5 years’ experience with Adaptive Planning Configuration & Administration
- Ability and experience administering a production environment
- Workday Adaptive Planning certifications (Essentials, Integrations, etc.)
- Hands-on experience managing integrations, automation, and reporting
- Bachelor’s degree in Accounting, Finance, or Information Systems
- Strong understanding of general accounting principles, financial consolidation, and planning
- Experience with Workday Adaptive Planning Data Agent, including secure connectivity, scheduled integrations, source-to-target mappings, and troubleshooting failed data loads
- Experience with Adaptive integration patterns, including JDBC connections to EDW/ERP systems, secure file transfers, REST APIs, and automated data pipelines
- Strong working knowledge of SQL and relational data structures
- Experience designing and maintaining Adaptive modeled sheets, cube sheets, dimensions, levels, attributes, assumptions, versions, and alternate reporting hierarchies
- Advanced Adaptive formula development experience, including lookups, allocations, driver-based calculations, multi-dimensional logic, and scalable model design
- Ability to establish report governance standards
- Knowledge of SOX compliance and audit requirements
- Ability to manage technical projects and coordinate across Finance and IT teams
Benefits:
- Remote work arrangement
- Employee support through training, office hours, and ongoing support
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