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Adaptive Planning Specialist
Job in
Winston-Salem, Forsyth County, North Carolina, 27104, USA
Listed on 2026-02-01
Listing for:
Systems Accountants
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Reporting
Job Description & How to Apply Below
We are seeking an experienced Adaptive Planning Specialist with a strong FP&A background to support and enhance our client's Adaptive Planning environment. This role will partner closely with Finance leadership and key stakeholders to maintain, optimize, and evolve financial planning models, ensuring accurate budgeting, forecasting, and reporting across the organization.
Responsibilities:- Serve as the Adaptive Planning system administrator, owning day-to-day maintenance, configuration, and enhancements
- Build, rebuild, and optimize financial models supporting budgeting, forecasting, long-range planning, and scenario analysis
- Partner with FP&A and business leaders to translate financial and operational requirements into scalable Adaptive models
- Manage model updates, version control, dimensions, assumptions, and business rules
- Develop and maintain reports and dashboards, including Office Connect for Excel-based reporting
- Troubleshoot system issues, resolve data discrepancies, and ensure data integrity across planning cycles
- Support planning cycles end-to-end, including annual budget, reforecasting, and ad hoc analysis
- Document system processes, model logic, and best practices to support ongoing usability and adoption
- Identify opportunities for continuous improvement and automation within Adaptive Planning
- Strong FP&A background with hands-on experience in budgeting, forecasting, and financial modeling
- Proven experience with Workday Adaptive Planning, including model building and system administration
- Experience supporting system maintenance, enhancements, and optimization
- Proficiency with Office Connect and Excel-based financial reporting
- Ability to bridge Finance and systems, translating business needs into technical solutions
- Strong analytical, problem-solving, and communication skills
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