Adaptive Planning

Adaptive Planning Finance Jobs

2 jobs found

Sr. Finance, Planning and Analysis Specialist

Logistics Management Institute Tysons, VA

1mo ago

Full time Adaptive Planning Analysis Board Reporting

Adaptive Planning Analysis Board Reporting

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Job Description

Overview

This position reports to the Director of Financial Planning & Analysis and collaborates closely to guide the organization through a transition to a product sales-based model across the enterprise. Location: Tysons, VA 22102.

Responsibilities

Lead the development of a product lifecycle management system to monitor a portfolio of products from initial investment through pricing and sales, to downstream enhancements and ongoing maintenance after market release.
Provide ongoing financial stewardship and advisory support to the Chief Technology Organization.
Collaborate with project control and indirect budgeting leads to develop and maintain the operational budget for the overall product portfolio and pilot program implementations.
Track product development schedules and milestones, and assess progress against established budgets.
Establish a tracking framework to cohesively map product and offerings revenue throughout the lifecycle from sales opportunities to recognized revenue.
Respond to ad hoc inquiries and provide guidance to the CTO on key development milestones, budget variances, and actual versus projected sales revenue across the product portfolio.
Build and maintain sophisticated models to evaluate development costs, pricing strategies, acquisition strategies, and operating models.
Prepare monthly and quarterly Board-level reporting that communicates the financial health of investments and the actual and anticipated returns.
Develop process automation with Adaptive and Workday forecasting tools to ensure data integrity across the organization for internal development costs, capitalized and amortized costs, and revenue streams related to return on investments.
Provide financial consultation to development, technology and marketing teams to interpret spend versus performance and build business cases for expansions in new product offerings and initiatives.

Qualifications

8 to 10 years of FP&A experience with a focus on product development and software lifecycles.
Familiarity with product development investment models related to future annual revenue streams.
Knowledge of Costpoint with the ability to provide insight and in-depth analysis of deployed reports.
Prior use and understanding of forecasting systems, with Adaptive preferred.
Advanced Microsoft Excel skills.
Proven ability to work with large data sets and consolidate them into informational reports for corporate leadership.
Experience in a fast-paced environment with the ability to explain findings to director/VP/SVP level resources.
Bachelor’s degree in mathematics, finance or accounting; MBA preferred.
Ability to collaborate with multiple stakeholders to ensure consistency in operations, reporting and outcomes.

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Financial Analyst

Vaco by Highspring Raleigh, NC Remote

1mo ago

$65k - $90k/yr Full time Adaptive Planning Analyst Analytics

Adaptive Planning Analyst Analytics

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Job Description

Overview

Vaco by Highspring is seeking a Financial Analyst for a growing, private-equity-backed SaaS organization. This position is fully remote, with a preference for candidates in the Raleigh-Durham area. The role offers meaningful involvement in forecasting, budgeting, financial modeling, and cross-functional decision support as the company continues to scale. It is well suited for an early-career analyst (roughly 1–5 years of experience) who is highly analytical, quick to adapt, and comfortable working independently in a fast-paced environment. The most important traits for success are strong problem-solving capabilities, intellectual curiosity, and exceptional Excel skills.

What Success Looks Like

Highly analytical and capable of thinking on your feet
Curious about and motivated to deeply understand how a SaaS business operates
Willing to own the process from problem definition to final recommendations
Able to clearly communicate insights to non-finance stakeholders
Collaborative, low-ego, and proactive in a remote environment

Role Highlights

Mostly remote role with direct impact on company-wide planning and decision-making
Exposure to senior finance leadership and high-visibility projects
Opportunities to gain broad FP&A experience early in your career
High level of autonomy and trust to own your work
Supportive, collaborative team culture with strong mentorship
Hands-on exposure to modern ERP and FP&A/planning tools

Key Responsibilities

Support annual budgeting, forecasting, and periodic reforecasting across revenue, headcount, and operating expenses
Build, maintain, and improve financial models (P&L, SaaS metrics, cohort analysis, unit economics, scenarios)
Analyze revenue trends, operating expenses, and key SaaS KPIs (e.g., ARR, retention, LTV/CAC) and translate findings into actionable insights
Prepare monthly and quarterly financial reporting packages, including variance analysis versus budget, forecast, and prior periods
Partner cross-functionally with Sales, Marketing, Customer Success, Operations, and Product on financial questions and investment decisions
Support the development and maintenance of dashboards and reporting across Excel/Sheets, ERP, CRM, and FP&A tools
Assist with ad hoc analysis and special projects related to pricing, new initiatives, resource allocation, and scenario planning
Contribute to continuous improvement of financial processes, reporting quality, and automation
Support FP&A systems and planning tools, helping structure models, maintain data integrity, and enable business users

Qualifications

Bachelor’s degree in Finance, Accounting, Economics, or a related field
1–5 years of experience in financial analysis, FP&A, corporate finance, or a similarly analytical accounting role
Advanced Excel or Google Sheets skills (financial modeling, complex formulas, pivot tables, scenario analysis)
Strong analytical and problem-solving abilities with meticulous attention to detail
Ability to work independently, manage multiple priorities, and handle ambiguity
Clear written and verbal communication skills
High ownership mindset, intellectual curiosity, and comfort building structure from scratch

Nice to Have

Experience in a SaaS or subscription-based business
Exposure to FP&A or planning tools (e.g., Pigment, Anaplan, Adaptive, Planful, or similar)
Experience working with ERP and CRM systems (e.g., NetSuite, Salesforce, or similar)
Background in a private-equity-backed or high-growth environment
Familiarity with BI tools or basic SQL (not required)

Location

Remote in Raleigh, NC 27612; mostly remote with a preference for candidates located in the Raleigh-Durham area.

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Adaptive Planning Finance Jobs

Sr. Finance, Planning and Analysis Specialist

Financial Analyst

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