Workday Adaptive Planning Administrator

Key Responsibilities

System Administration & Configuration

Create and maintain organizational levels, dimensions, and account structures within Adaptive Planning.

Grant and manage user access to levels on the Personnel sheet and other sheets for Finance team members.

Implement system changes as requested and assist with structural modifications to support evolving business needs.

Troubleshoot and resolve minor system issues, escalating complex issues as needed.

Reporting & Dashboards

Build and maintain reports and dashboards within Adaptive Planning to support FP&A and leadership needs.

Create, update, and distribute the weekly Headcount (TBH/BF) report for the HR team on a recurring basis.

Maintain Office Connect reports used for management reporting, ensuring accuracy and alignment with source data.

Reconcile reports to source systems and flag discrepancies for review.

Export data from Adaptive Planning in formats required for upload to other platforms and systems.

Forecast & Planning Support

Support implementation of the rolling forecast process, including adding formulas and linking modeled sheets to the Income Statement.

Assist in building and maintaining model sheets, ensuring proper formula structure and data integrity.

Actuals Loading & Data Management

Load daily actuals into Adaptive Planning during the first 10 business days of each month, including both morning and evening loads.

Verify data completeness and accuracy following each load; investigate and resolve discrepancies.

Coordinate timing of data loads with Finance and Accounting teams to ensure alignment with close schedules.

Cross-Training & Knowledge Sharing

Develop a thorough understanding of all processes, system configurations, and reporting within scope of this role.

Document procedures and maintain up-to-date process guides to support continuity and cross-training.

Cross-train other team members or backup resources on key tasks to ensure coverage during absences or high-volume periods.

Participate in knowledge transfer sessions with the FP&A team as needed.

Qualifications

• 2–5 years of hands-on experience with Workday Adaptive Planning or another Planning tool (system administration or power user experience preferred)
• Proficiency in building reports, dashboards, and Office Connect reports.
• Strong understanding of financial planning concepts including headcount planning, income statements, and rolling forecasts.
• High attention to detail with the ability to execute recurring tasks reliably and on schedule.
• Strong Excel skills; experience with formula-driven models and financial data.
• Excellent written and verbal communication skills; comfortable collaborating across time zones.
• Ability to manage multiple tasks independently, including time-sensitive daily deliverables

Preferred Qualifications

• Experience with Workday Financial Planning or other ERP systems.
• Familiarity with financial close processes and actuals reconciliation.
• Experience supporting an FP&A team in a corporate finance environment.
Associate's or Bachelor's degree in Finance, Accounting, Business, or a related field

Behavioral Competencies

Ensures Accountability

Manages Complexity

Communicates Effectively

Balances Stakeholders

Collaborates Effectively