Finance Systems Lead - FP&A Adaptive Manager

Job Description

Introduction

We are looking for an experienced Adaptive Planning specialist to own the administration, architecture and ongoing optimisation of our Adaptive Planning environment. 

The role will be responsible for ensuring that our forecasting and planning model is well structured, scalable, controlled and fit for purpose, including ownership of dimensions, hierarchies, versions, forecast structures, assumptions, data flows and user access. 

The successful candidate will partner closely with FP&A, FBPs, Data Services and Technology teams to improve the quality, efficiency and governance of our forecasting data and flows. 

Job Responsibilities

Adaptive Planning Model & Management 

• Own and maintain the overall Adaptive Planning model structure and architecture. 

• Manage dimensions, hierarchies, levels, accounts, attributes, mappings and reporting structures. 

• Ensure the model supports evolving business requirements, including organisational, product, customer, geographic and AI-related reporting.  

• Review and optimise the existing models to improve scalability, usability and performance. 

• Establish clear version naming, ownership, roll-forward and locking processes. 

• Manage forecast calendars and ensure appropriate controls around version creation and changes. 

• Translate FP&A requirements into effective Adaptive model solutions. 

• Support FP&A in developing scenario and what-if modelling capabilities. 

System Administration 

• Manage users, roles, permissions and access. 

• Maintain sheets, formulas, assumptions, business rules and model logic. 

• Manage data imports, exports and integrations. 

• Investigate and resolve data/model issues. 

• Maintain appropriate system documentation and change controls. 

Data & Reporting 

• Work with Data Service teams to ensure reliable data flows between Adaptive and other systems. 

• Manage Adaptive integrations with other systems. 

• Perform data validation and reconciliation between Adaptive, actuals and other systems. Help establish a robust single source of truth for forecasting and management reporting. 

• Identify opportunities to use AI and automate manual forecasting and reporting processes.  

• Simplify and standardise planning processes and reporting across Finance. 

• Support new reporting and modelling requirements while maintaining appropriate model governance. 

• Develop documentation and train FP&A users to ensure sustainable ownership. 

Qualifications

Knowledge and Experience

Essential 

• 3–5+ years of hands-on Workday Adaptive Planning / Adaptive Insights experience. 

• Strong experience as an Adaptive administrator and model builder, rather than solely an end user. 

• Demonstrable experience managing dimensions, hierarchies, versions, sheets, formulas and business rules. 

• Good understanding of management accounting, budgeting, forecasting and FP&A processes. 

• Strong practical data analysis skills, including SQL and/or Python, ability to work confidently with structured data, datasets and reporting outputs. 

• Multi-entity and multi-currency planning experience. 

• Experience managing Adaptive integrations and data loads. 

• Ability to understand complex models, translate and build in Adaptive  

• Strong stakeholder management and communication skills. 

Desirable 

• Experience with Snowflake, NetSuite, Salesforce and Success Factor. 

• SaaS / technology /AI industry experience. 

• Familiar with ARR, revenue, headcount and cost forecasting. 

• Experience designing scenario and driver-based planning models in Adaptive. 
• Data Science or machine-learning expertise is preferred but not required. 

Additional Information

All your information will be kept confidential according to EEO guidelines.

Optimizely is committed to a diverse and inclusive workplace. Optimizely is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.