Workday Adaptive Planning Administrator

At PDI Technologies, we empower some of the world's leading convenience retail and petroleum brands with cutting-edge technology solutions that drive growth and operational efficiency.

By “Connecting Convenience” across the globe, we empower businesses to increase productivity, make more informed decisions, and engage faster with customers through loyalty programs, shopper insights, and unmatched real-time market intelligence via mobile applications, such as GasBuddy. We’re a global team committed to excellence, collaboration, and driving real impact. Explore our opportunities and become part of a company that values diversity, integrity, and growth.

Role Overview:

The Workday Adaptive Planning Administrator supports the FP&A function by managing day-to-day system administration, maintenance, and reporting activities within Workday Adaptive Planning. This role handles the technical execution of planning processes. The ideal candidate is detail-oriented, comfortable working within financial systems, and capable of executing both recurring and ad hoc tasks with minimal supervision.

Key Responsibilities

System Administration & Configuration

• Create and maintain organizational levels, dimensions, and account structures within Adaptive Planning.
• Grant and manage user access to levels on the Personnel sheet and other sheets for Finance team members.
• Implement system changes as requested and assist with structural modifications to support evolving business needs.
• Troubleshoot and resolve minor system issues, escalating complex issues as needed.

Reporting & Dashboards

• Build and maintain reports and dashboards within Adaptive Planning to support FP&A and leadership needs.
• Create, update, and distribute the weekly Headcount (TBH/BF) report for the HR team on a recurring basis.
• Maintain Office Connect reports used for management reporting, ensuring accuracy and alignment with source data.
• Reconcile reports to source systems and flag discrepancies for review.
• Export data from Adaptive Planning in formats required for upload to other platforms and systems.

Forecast & Planning Support

• Support implementation of the rolling forecast process, including adding formulas and linking modeled sheets to the Income Statement.
• Assist in building and maintaining model sheets, ensuring proper formula structure and data integrity.

Actuals Loading & Data Management

• Load daily actuals into Adaptive Planning during the first 10 business days of each month, including both morning and evening loads.
• Verify data completeness and accuracy following each load; investigate and resolve discrepancies.
• Coordinate timing of data loads with Finance and Accounting teams to ensure alignment with close schedules.

Cross-Training & Knowledge Sharing

• Develop a thorough understanding of all processes, system configurations, and reporting within scope of this role.
• Document procedures and maintain up-to-date process guides to support continuity and cross-training.
• Cross-train other team members or backup resources on key tasks to ensure coverage during absences or high-volume periods.
• Participate in knowledge transfer sessions with the FP&A team as needed.

Qualifications

• 2-5 years of hands-on experience with Workday Adaptive Planning or another Planning tool (system administration or power user experience preferred)
• Proficiency in building reports, dashboards, and Office Connect reports.
• Strong understanding of financial planning concepts including headcount planning, income statements, and rolling forecasts.
• High attention to detail with the ability to execute recurring tasks reliably and on schedule.
• Strong Excel skills; experience with formula-driven models and financial data.
• Excellent written and verbal communication skills; comfortable collaborating across time zones.
• Ability to manage multiple tasks independently, including time-sensitive daily deliverables

Preferred Qualifications

• Experience with Workday Financial Planning or other ERP systems.
• Familiarity with financial close processes and actuals reconciliation.
• Experience supporting an FP&A team in a corporate finance environment.

Associate's or Bachelor's degree in Finance, Accounting, Business, or a related field

Behavioral Competencies

• Ensures Accountability

• Manages Complexity

• Communicates Effectively

• Balances Stakeholders

• Collaborates Effectively