Finance Systems Lead (FP&A Systems Manager)

Introduction

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.

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.