Sr. Manager, Financial Systems (Adaptive Planning)

This position allows for remote work and may require travel for business meetings. Our corporate office is based in White Plains, NY.  

Your responsibilities will include:    

• Lead and optimize the integration of AI and Predictive modules in Adaptive Planning, ensuring that the system meets the evolving needs of FP&A teams for forecasting, budgeting, and reporting purposes. 

• Serve as the owner of Finance systems, partnering cross-functionally with key stakeholders to ensure solutions are effectively integrated, optimized, and aligned with business requirements. 

• Oversee system performance to ensure financial operations run efficiently and accurately, while continuously enhancing end-user experience and supporting scalable business growth. 

• Identify areas for system optimization and process improvements related to financial forecasting, planning, and consolidation. Lead projects aimed at improving system usability and the efficiency of financial reporting. 

• Provide training and ongoing support to end-users on Adaptive Planning best practices, reporting tools, and system functionalities, ensuring users are fully equipped to utilize the platform effectively. 

• Develop, analyze, and distribute recurring financial metrics and ad-hoc reports and develop financial dashboards for senior management to drive business decision-making. 

• Manage system and process-related projects, including new feature implementation, system upgrades, and issue resolution, working closely with stakeholders to ensure timely and successful project completion. 

• Own and maintain bi-directional data integrations for Adaptive Planning, including inbound ingestion from upstream source systems and outbound data exports to the data lake and downstream platforms 

• Provide business support to end-users, troubleshoot system issues through partnerships with IT, and work closely with internal teams to resolve operational concerns 

• Monitor system performance, manage database backups, and ensure the availability and security of financial data 

• Collaborate with IT teams to implement system improvements and ensure compatibility with other enterprise systems such as Power BI, Workday HCM, Workday FINs 

• Communicate effectively and confidently with technologists, team members, and leadership, translating technical concepts into clear business value 

• Ensure that financial systems comply with internal controls, accounting standards, and industry regulations 

• Develop and maintain system documentation, user manuals, and training materials for end-users 

• Stay current on industry best practices, technological advancements, and trends related to financial systems and software 

To excel in this role, you should possess:    

• At least 5 years of experience in financial systems administration or a similar role, with hands-on experience managing financial software applications (e.g., Adaptive Planning/insight, Hyperion Suites, SAP, and Anaplan) 

• 3+ years of hands-on experience with Adaptive Planning, including configuration, reporting, and forecasting. 

• Experience designing, configuring, and supporting bi-directional integrations for Adaptive Planning and similar SaaS-based financial planning systems, including both data ingestion and outbound exports, using a combination of system configuration, scripting, and file-based methods, with responsibility for schema alignment, data validation, and issue resolution. 

• Proven track record of working with cross-functional teams, including IT, HR, and other business units, to support system implementation and improvements. 

• Knowledge of financial data modeling, forecasting methodologies, and financial systems best practices. 

• Strong technical expertise in Adaptive Planning and financial system integration. 

• Strong understanding of financial processes, accounting principles, and internal controls 

• Proficient in database management, system integration, and data migration techniques 

• Experience with business intelligence tools and reporting software 

• Excellent problem-solving and troubleshooting skills  

• Strong communication skills with the ability to collaborate across departments 

• Knowledge of data security protocols, user access controls, and regulatory requirements 

• Bachelor's degree in Accounting, Finance, Information Technology, or a related field 

• Ability to work independently and manage multiple projects simultaneously in a fast-paced, dynamic environment. 

Why Choose Ivy?  

• Best Employer: A prestigious honor to be recognized by Modern Healthcare, signifying excellence in our industry and providing an outstanding workplace culture.   

• Exceeding Expectations: Deliver best-in-class care and witness exceptional patient outcomes.    

• Incentives Galore: Eligibility for full benefits package beginning within your first month of employment. Generous PTO (Paid Time Off) plans and paid holidays.  

• Empowering Values: Live by values that prioritize teamwork, growth, and serving others.

Compensation ranges from $140,000.00 - $165,000.00 based on experience.

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