Company Introduction:

Adaptive Insights is a recognized enterprise software leader in strategic cloud corporate performance management (CPM), empowering finance and business leaders everywhere with critical insights to plan smarter, report faster, and analyze better. The company's financial planning platform enables companies of all sizes to collaboratively plan and model, easily access real-time analytics, streamline complex financial reporting, and accelerate financial consolidation. With this best-practice active planning process, Adaptive Insights differentiates with easy, powerful, and fast software that empowers more than 3,500 customers globally to drive business success.

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 cloud CPM market.


Are you an Excel guru? Do you like working in a collaborative environment with other team members? Are you project-oriented and organized?  Are you interested in pursuing a career in Finance, but enjoy talking to people and not just crunching numbers?  Then we want to talk to you!

Reporting to a Manager of Professional Services, our Associate 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

1 to 2 years budgeting and forecasting experience, including expense, personnel, revenue, capital, and balance sheet planning are preferred

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%

Target start date for this position = June 2018