FP&A Manager, Adaptive Admin

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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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 [email protected] or 1-800-671-6898.