Administer and optimize Workday Adaptive Planning models, integrations, reporting, security, and data pipelines. Support budgeting, forecasting, consolidation tie-outs, and financial data integrity while troubleshooting load exceptions and system issues. Partner with Finance, IT, and data warehouse teams on scalable solutions, governance, automation, documentation, audit readiness, and platform improvements. Lead end-user training, support, and expansion of governed self-service reporting.
Company Description
About Sutherland:
Artificial Intelligence. Automation. Cloud engineering. Advanced analytics. For business leaders, these are key factors of success. For us, they’re our core expertise.
We work with iconic brands worldwide. We bring them a unique value proposition through market-leading technology and business process excellence.
We’ve created over 200 unique inventions under several patents across AI and other critical technologies. Leveraging our advanced products and platforms, we drive digital transformation, optimize critical business operations, reinvent experiences, and pioneer new solutions, all provided through a seamless “as a service” model.
For each company, we provide new keys for their businesses, the people they work with, and the customers they serve. We tailor proven and rapid formulas, to fit their unique DNA. We bring together human expertise and artificial intelligence to develop digital chemistry. This unlocks new possibilities, transformative outcomes and enduring relationships.
Sutherland
Unlocking digital performance. Delivering measurable results
Job DescriptionJob Description: Adaptive Planning Administrator / Technical Lead
Job Title:
Adaptive Planning Administrator / Technical Lead
Reports To:
Director, FP&A Systems & Business Intelligence
Location:
Location: Remote
Role Summary:
This role includes administration and technical leadership for Workday Adaptive Planning. The position ensures system integrity, optimizes consolidation and planning processes, manages integrations with Datawarehouse and ERP’s, drives automation, streamlining of metadata, reporting improvements, & end user support.
Key Responsibilities:
Adaptive Planning Responsibilities:
- Own the configuration and ongoing optimization of Adaptive models, including dimensions, levels, hierarchies, attributes, versions, and assumptions.
- Administer and support modeled and cube sheets, including advanced formula development (lookups, allocations, driver-based logic).
- Manage Data Agent processes and integrations; coordinate data flows, refresh schedules, and dependencies.
- Own data mapping tables, transformations, and reconciliation controls; proactively monitor, triage, and resolve data load exceptions.
- Maintain and enhance alternate reporting hierarchies to support evolving business and management reporting needs.
- Design, build, and support Dashboards, Hubs, and Reporting solutions using HTML reporting and OfficeConnect.
- Administer role-based security, including access provisioning, periodic reviews, and compliance with governance standards.
- Partner with IT and EDW teams on schema changes, performance tuning, and data lineage; document interfaces, dependencies, and SLAs.
- Support forecast, budget, and commit cycles, including version management, locks, workflow configuration, and calendar orchestration by partnering with the Finance team and ensuring timely version creation & management, updating assumptions and loading source data
- Ensure integrity of financial data by performing tie-outs to consolidation system; investigate and resolve mapping and timing variances.
- Develop and maintain documentation, including 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 continuous improvement of the Adaptive platform, including scalability, performance optimization, and expanded enterprise adoption.
- Support expansion of Adaptive to non-finance users by enabling standardized reporting, dashboards, and governed self-service capabilities.
- Partner with FP&A and business stakeholders to translate planning and reporting requirements into scalable system design.
- Support audit and compliance requirements, including change management, access controls, and documentation readiness.
Technical Competencies:
- OfficeConnect & HTML Reporting, Dashboards, & Hub development
- Adaptive Data Agent configuration and secure data pipelines.
- Advanced Data Management, Integrations configurations and troubleshooting.
- Security Administration & Governance
- Metadata, Master Data & Data Stewardship
- Automation, Scripting & Technical Troubleshooting
- Platform Lifecycle, Change Management & Release Control
Qualifications:
- 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.
Preferred Skills:
- 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, with the ability to investigate data issues across source systems, EDW tables, mapping logic, and Adaptive load results.
- 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, including folder taxonomy, naming conventions, refresh schedules, certified report catalogs, and report lifecycle management.
- Knowledge of SOX compliance and audit requirements.
- Ability to manage technical projects and coordinate across Finance and IT teams.
Success Metrics:
- On-time close and forecast cycles with zero critical system errors.
- Automated processes reducing manual effort by X%.
- High user satisfaction scores.
- Compliance with audit and security standards.
Qualifications:
- 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.
Technical Competencies:
- OfficeConnect & HTML Reporting, Dashboards, & Hub development
- Adaptive Data Agent configuration and secure data pipelines.
- Advanced Data Management, Integrations configurations and troubleshooting.
- Security Administration & Governance
- Metadata, Master Data & Data Stewardship
- Automation, Scripting & Technical Troubleshooting
- Platform Lifecycle, Change Management & Release Control
Qualifications:
- 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.
Preferred Skills:
- 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, with the ability to investigate data issues across source systems, EDW tables, mapping logic, and Adaptive load results.
- 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, including folder taxonomy, naming conventions, refresh schedules, certified report catalogs, and report lifecycle management.
- Knowledge of SOX compliance and audit requirements.
- Ability to manage technical projects and coordinate across Finance and IT teams.
Success Metrics:
- On-time close and forecast cycles with zero critical system errors.
- Automated processes reducing manual effort by X%.
- High user satisfaction scores.
- Compliance with audit and security standards.
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