Tech Stack

Description

As an Adaptive Planning Consultant, you will collaborate with functional and technical teams to develop effective solutions within Adaptive Planning, implement budgets, forecasts, and reports, and translate financial models. You'll lead client workshops, document business requirements, configure client environments, and provide technical guidance while working directly with clients to drive value creation.

Requirements

• Minimum of 2+ years of Adaptive Planning Consulting experience
• Strong financial and/or management accounting background
• Must hold current Adaptive Planning certification
• Advanced level hands-on knowledge of all Adaptive features and components including environment settings, modeling, security, workflow, dot notation logic, OfficeConnect, and data integration
• Advanced working knowledge of Microsoft Excel
• Strong oral and written communication skills, including presentation skills
• Strong time management skills
• Strong client relation skills, organization and prioritization capabilities
• Business analysis and requirements gathering abilities

Responsibilities

• Collaborate with functional and technical team members to develop effective Adaptive Planning solutions
• Implement budgets, forecasts, and reports within Adaptive Planning for Finance
• Analyze financial models and reports and translate them into Adaptive Planning
• Provide technical guidance for the Adaptive suite of products
• Maintain proficiency and certification in the Adaptive Planning solution suite
• Participate in Adaptive Planning sales opportunities and scoping
• Work directly with clients to document business requirements and translate them into specific Adaptive Planning functionality
• Participate and lead client workshops to define implementation strategy
• Configure and customize client Adaptive Planning environments to develop proof of concepts and present sustainable solutions
• Attend pre-sales meetings with prospective clients to assess project level-of-effort
• Provide general customer service and assistance to clients
• Travel to client site as needed