A natural match if you have hands-on experience with Workday Adaptive Planning and a track record in headcount forecasting.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from ConnectWise via Greenhouse
ConnectWise is an industry and Global leading software company with over 3,000 colleagues in North America, EMEA and APAC. As a community-driven software company dedicated to the success of technology solution providers, our suite helps over 45,000 of our partners manage their businesses better, sell more efficiently, automate service delivery, and remotely control technology so they can consistently deliver amazing customer experiences.
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Game-changers, innovators, culture-lovers—and humankind.
We invite discovery and debate. We recognize key moments as milestones.
We see you and value you for your unique contributions. Our inclusive, positive culture lays the foundation to ensure every colleague is valued for their perspectives and skills, giving you the choice of how YOU make a difference.
Curious? Read this opportunity to learn how YOU can make a difference at ConnectWise!
General Summary:
The Manager, FP&A is a senior individual contributor on the Corporate Financial Planning & Analysis team with ownership of two core areas: administration and continuous improvement of Workday Adaptive Planning, and company-wide headcount and personnel cost forecasting. The role serves as the company’s lead Adaptive Planning administrator and subject matter expert while owning the headcount forecast that drives the largest expense category in the P&L. This position partners closely with FP&A leadership, HR and Talent Acquisition, and business leaders across the organization.
Approximate allocation: 60% Adaptive Planning administration, 40% headcount planning and forecasting.
Essential Duties and Responsibilities:
Adaptive Planning Administration (~60%)
Serve as the primary Workday Adaptive Planning administrator and subject matter expert for the organization
Own and maintain model architecture, including levels, dimensions, attributes, versions, sheets, formulas, and calculated accounts
Own the Adaptive personnel and workforce planning sheets end to end, including compensation drivers, allocation logic, and department-level input templates
Manage user access, security roles, permissions, and license administration
Build, maintain, and troubleshoot integrations and data loads between Adaptive Planning and source systems (ERP, HRIS/HCM, payroll), ensuring data accuracy and timelines
Administer planning cycles, including version management for budgets, forecasts, and actuals, version rollovers, locks, and planning calendars
Design, test, and deploy model enhancements and structural changes, including sandbox testing and change control
Perform regular audits and reconciliations between Adaptive Planning and source systems to ensure data integrity
Provide training, documentation, and day-to-day support for budget owners and FP&A users
Evaluate and implement new Adaptive Planning features and releases to improve planning and reporting capabilities
Support management reporting enhancements, including monthly reporting packages, OfficeConnect reports, and dashboards
Headcount Planning & Forecasting (~40%)
Own the company-wide headcount forecast and roll-forward, from actuals through plan, by department, level, function, and location
Maintain requisition-level detail across open, approved, backfill, and incremental roles, including start-date assumptions, hiring curves, and time-to-fill
Forecast all personnel cost lines, including base salary, bonus, commission, merit, employer taxes, benefits, and contractor spend
Reconcile headcount and personnel cost between HRIS, payroll, ERP actuals, and Adaptive Planning at each monthly close
Partner with HR and Talent Acquisition on hiring plan feasibility, attrition assumptions, and pipeline timing; challenge assumptions that are not supported by hiring capacity
Deliver headcount and personnel cost variance analysis versus budget, forecast, and prior year with quantified drivers
Model headcount scenarios for leadership, including hiring pace changes, reorganizations, location and offshore mix shifts, and cost-reduction actions
Lead the personnel cost components of the annual budget, quarterly reforecasts, and long-range plan
Maintain governance and approval controls over headcount additions and changes flowing into the forecast
Produce recurring headcount reporting for executive leadership, including plan versus actual FTE bridges and cost per head metrics
Knowledge, Skills, and/or Abilities Required:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Demonstrated experience building and maintaining workforce planning models in Adaptive Planning
Experience with OfficeConnect and Adaptive Planning reporting tools
Experience with NetSuite or similar ERP systems, and working knowledge of HRIS/HCM data structures, preferred
Workday Adaptive Planning certification preferred
Strong understanding of FP&A processes, including budgeting, forecasting, and variance analysis
Advanced Excel skills
Strong communication skills with the ability to translate business needs into system solutions and to present headcount and cost conclusions to senior leaders
High attention to detail and ability to manage multiple priorities in a deadline-driven environment
SaaS and private-equity-backed operating environment experience preferred
Knowledge of AI, automation, and business intelligence tools and their application within FP&A, reporting, and analytics environments.
Educational/Vocational/Previous Experience Recommendations:
Bachelor’s degree in Finance, Accounting, Information Systems, or related field
5+ years of progressive FP&A experience, including direct ownership of headcount and personnel cost forecasting for a multi-department organization
3+ years of hands-on Workday Adaptive Planning administration and model-building experience
Experience with Adaptive Planning reporting tools and OfficeConnect.
Experience supporting budgeting, forecasting, and financial reporting processes.
Workday Adaptive Planning Certification preferred.
Working Conditions:
Onsite/Hybrid/Remote depending on location.
0-10% travel may be required
ConnectWise is an Equal Opportunity Employer, dedicated to building a diverse and inclusive workforce and providing a workplace free from discrimination and harassment. ConnectWise provides equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, religion, age, sex (including pregnancy), sexual orientation, gender, gender identity or expression, ancestry, national origin, citizenship status, physical or mental disability, genetic information, military/veteran status, marital status, familial or parental status, or any other characteristic or status protected by applicable federal, state and local laws.
The statements above are intended to describe the general nature and level of work being performed by individuals assigned to this job. Other duties may be assigned as needed. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the job and/or to receive other benefits and privileges of employment. If you need a reasonable accommodation for any part of the application and hiring process, please contact us at talentacquisition@connectwise.com or 1-800-671-6898.
Source: ConnectWise careers (Greenhouse)