Finance Manager, Adaptive Planning
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Job Description
Finance Manager owning Adaptive Planning administration, integrations, reporting, and headcount forecasting. Supporting Instructure’s educational technology business through accurate budgets, forecasts, and operating plans.
Responsibilities:
- Own Adaptive Planning administration and serve as the primary administrator and internal subject matter expert
- Maintain and improve model architecture, including dimensions, levels, attributes, versions, sheets, formulas, and calculated accounts
- Manage annual operating plan, budget, forecast, and actuals versions, including rollovers, planning calendars, and period locks
- Build and maintain integrations and data loads between Adaptive and ERP, HRIS, CRM, and data warehouse systems
- Audit and reconcile planning data with Accounting records
- Manage user roles, permissions, licenses, data privacy, and internal control alignment
- Create management reporting packages, dashboards, scorecards, and OfficeConnect reports
- Translate business requirements into scalable solutions and deploy model changes under testing and change-management procedures
- Train and support budget owners, business partners, and FP&A team members
- Maintain platform documentation
- Apply automation and AI-enabled tools to reduce manual work and improve accuracy
- Review new Adaptive features and recommend adoption
- Troubleshoot system issues and coordinate with Workday support and outside consultants
- Manage company-wide headcount roll-forward from actuals through plan, including requisition detail, hiring assumptions, salary, bonus, commission, benefits, taxes, and contractor spend
- Reconcile headcount and personnel costs across HRIS, payroll, ERP, and Adaptive at each close
- Model scenarios for leadership and support budgets, forecasts, and long-range planning
Requirements:
- Bachelor's degree in Finance, Accounting, Information Systems, Business, or a related field, or equivalent experience
- 5+ years of Adaptive Planning administration and model-building experience
- Experience preferably at a SaaS or technology company
- Hands-on experience with Adaptive reporting tools, dashboards, and OfficeConnect
- Solid FP&A knowledge, including budgeting, forecasting, variance analysis, and management reporting
- Experience forecasting headcount and personnel costs, including HRIS and payroll data
- Experience building and troubleshooting integrations and data loads between Adaptive and ERP or other source systems
- Advanced skills in Excel or Google Sheets
- Ability to analyze large data sets and translate business needs into system and process solutions
- Clear communication skills and ability to work with Finance and non-Finance teams and manage multiple priorities
- Ability to work independently with strong attention to detail and data integrity
- Workday Adaptive Planning certification is nice to have
- Successful completion of a background check
- Identity verification may require legal name, current physical location, valid contact number, and residential address
Benefits:
- Competitive compensation
- Ownership program for all full-time employees
- Flexible work culture
- Generous time off, including local holidays and annual “Dim the Lights” period
- Comprehensive wellness programs and mental health support
- Learning and development resources
- Professional development tools
- Tuition reimbursement
- Technology and tools needed to do your best work
- Motivosity employee recognition program
- Inclusive and supportive culture
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