Company Introduction:

Adaptive Insights is powering a new generation of business planning for organizations seeking business agility in today’s fast-moving world. Traditional planning is too hard and too slow for today's agile businesses. That’s why we built the Adaptive Insights Business Planning Cloud for people in companies to collaborate, gain insights, and make smarter decisions, faster. We deliver powerful modeling for any size organization, that is easy enough for everybody who plans. Our platform is so fast and easy to deploy that it can be owned by anyone in the business. All of this is backed by a company that's easy to do business with. We will move mountains to ensure our customers’ success.

Making planning software easy to use is why we’ve won to date. It’s why people who use our products make more proactive, timely, and smarter decisions. It’s why our customers, from small businesses to the largest enterprises, are more agile, efficient, and competitive.  And it’s why we are one of the fastest growing companies in the industry with over 3,700+ customers globally.

Honored two years in a row on the Forbes’ Top Cloud 100 list of cloud companies, a seven-time Deloitte Fast 500 winner, and named a Leader in Gartner’s Magic Quadrant for Strategic CPM Solutions, Adaptive Insights is addressing the needs of a large and rapidly growing business planning market.

Come be part of our journey!


Our Solution Architects assist clients in transferring their financial plans (budgets, forecasts, reports) from spreadsheets to Adaptive Insights cloud-based software. This position works as part of an implementation team, under the direction of a Project Manager, to complete implementation tasks within the project timeline. A successful candidate must work well in a team environment while being a resourceful, independent self-starter able to work effectively with minimal direction. Experience with enterprise planning systems (Hyperion, Cognos, etc.) or financial management applications desired.

Duties and Responsibilities:

Implementing budgets, forecasts, and reports within Adaptive Planning and Adaptive Discovery

Analyzing spreadsheet-based financial models across multiple industries and markets

Consulting with clients on budgeting and planning best practices

Responding to client support questions and requests via phone and email

Interacting with our product support team to troubleshoot client problems and resolve client questions

Reviewing client product features requests with product management and development

Required Skills/Experience:

Bachelor's degree in Finance, Accounting, Business, or an equivalent field

5+ years budgeting and forecasting experience, including expense, personnel, revenue, capital, and balance sheet planning required

Excellent written and verbal communication skills

Strong problem-solving skills

Highly skilled with MS Excel and Word on a Windows PC, and technology literate in general

Extremely organized, detail-oriented, and able to manage multiple projects simultaneously

Experience with enterprise planning software and/or financial application software desired

Must be able to travel up to 25%