6 Adaptive Insights Jobs

Overview: We are seeking a highly motivated and experienced FPA professional to join our team as an Assistant Manager. This role is crucial in driving business finance activities, sales forecasting, sales analysis, and funnel analysis while collaborating with Sales and Marketing leadership to support strategic decision-making and growth initiatives. The candidate will also manage annual bookings/sales budgets, monthly forecasting, and participate in acquisition integration. This individual will have significant interaction with the highest levels of the senior management at Cvent Inc. who are based out of our McLean USA, London UK and Gurugram India offices. In This Role, You Will: Sales Forecasting, Analysis Collaboration: Lead the sales forecasting process and collaborate with Sales and Marketing teams to understand pipeline trends and marketing funnels. Conduct thorough sales performance analysis, including revenue trends, customer segmentation, sales productivity, conversion rates, sales cycle length, and pipeline velocity. Partner with Sales and Marketing leadership to align financial and operational goals and facilitate regular business reviews and strategic planning sessions with cross-functional teams. Business Finance: Develop and maintain financial models to support business planning and strategic initiatives. Provide financial insights and recommendations to business leaders to drive growth and profitability. Monitor key financial metrics and KPIs and prepare regular financial reports for senior management. Acquisition Integration: Participate in Cvent's acquisition integration team, responsible for integrating acquisitions into the financial activities of the team. Work closely with senior management based in McLean (USA), London (UK), and Gurugram (India) offices. Heres What You Need: 7-10 years of relevant work experience in financial planning analysis, business finance, or a related field. Strong analytical skills with the ability to interpret complex financial data and provide actionable insights. Proficiency in financial modeling, forecasting techniques, and data analysis tools. Detailed working knowledge of Salesforce CRM and Adaptive Insights data analysis tools or equivalent CRM or data analytics tool would be preferable. Excellent communication and presentation skills, with the ability to convey financial concepts to non-financial audiences. MBA or CFA preferred.

Job Description Workday Adaptive Administrator We are seeking an experienced professional to join our Financial Systems & Reporting team as a Workday Adaptive Planning - Administrator. This role will be instrumental in the administration, development, and enhancement of the Workday Adaptive Planning software, contributing across all phases of system lifecycle management. The ideal candidate will possess strong technical proficiency, effective communication skills, and a proactive mindset to drive continuous improvement and innovation. Primary Responsibilities: System Development and Maintenance: Administer the Workday Adaptive Planning system, including maintaining models, dimensions, integrations, and user access. Conduct quality assurance testing to ensure system functionality, identifying and resolving bugs and inconsistencies. Assist in developing new functionality in Workday Adaptive to support FP&A forecasting needs. Develop and maintain reports, dashboards, and input sheets for business partners. Monitor and validate deployment of additional system functionalities and upgrade releases from Workday. Collaborate with peers and business partners to document business processes and requirements, preparing functional and technical specifications. Develop complex reports and modeling tools within the system to support sales, margin, operating expense, and headcount forecasting. Serve as a subject matter expert on cross-functional task forces as required. Provide training and support on Workday Adaptive Planning to regional and global accounting/finance teams. Develop, document, and implement policies, procedures, guidelines, and best practices to ensure data integrity and standardized end-user processes. Anticipate change management constraints and integrate them into financial system design and maintenance considerations. Continuously seek opportunities to optimize and improve existing processes, systems, and platforms. Identify, recommend, and implement changes to improve system performance and effectiveness. Provide various ad-hoc reporting and conduct research to support the FP&A Team. Professional Knowledge: Well-rounded understanding of business concepts and financial planning & analysis processes. In-depth knowledge of Workday Adaptive Planning or similar financial planning systems. Strong ability to design financial models within the Adaptive Planning system for usability and forecast accuracy. Proficiency in system testing and debugging techniques. Ability to innovate and propose creative solutions to enhance the finance team's forecasting experience. Skills and Qualifications: Graduate and/or masters degree in Accounting, Finance, or Economics preferred, or equivalent experience. Minimum Of 1 Year Of Experience In FP&A Preferred. Hands-on experience working with Workday Adaptive Planning. Experience with P&L analysis and spreadsheet modeling. This role offers an exciting opportunity for a dedicated professional to contribute significantly to our financial systems' effectiveness and efficiency. If you are passionate about financial technology, possess the required skills, and are eager to make an impact in a dynamic environment, we encourage you to apply.

Job Description Workday Adaptive Administrator We are seeking an experienced professional to join our Financial Systems & Reporting team as a Workday Adaptive Planning - Administrator. This role will be instrumental in the administration, development, and enhancement of the Workday Adaptive Planning software, contributing across all phases of system lifecycle management. The ideal candidate will possess strong technical proficiency, effective communication skills, and a proactive mindset to drive continuous improvement and innovation. Primary Responsibilities: System Development and Maintenance: Administer the Workday Adaptive Planning system, including maintaining models, dimensions, integrations, and user access. Conduct quality assurance testing to ensure system functionality, identifying and resolving bugs and inconsistencies. Assist in developing new functionality in Workday Adaptive to support FP&A forecasting needs. Develop and maintain reports, dashboards, and input sheets for business partners. Monitor and validate deployment of additional system functionalities and upgrade releases from Workday. Collaborate with peers and business partners to document business processes and requirements, preparing functional and technical specifications. Develop complex reports and modeling tools within the system to support sales, margin, operating expense, and headcount forecasting. Serve as a subject matter expert on cross-functional task forces as required. Provide training and support on Workday Adaptive Planning to regional and global accounting/finance teams. Develop, document, and implement policies, procedures, guidelines, and best practices to ensure data integrity and standardized end-user processes. Anticipate change management constraints and integrate them into financial system design and maintenance considerations. Continuously seek opportunities to optimize and improve existing processes, systems, and platforms. Identify, recommend, and implement changes to improve system performance and effectiveness. Provide various ad-hoc reporting and conduct research to support the FP&A Team. Professional Knowledge: Well-rounded understanding of business concepts and financial planning & analysis processes. In-depth knowledge of Workday Adaptive Planning or similar financial planning systems. Strong ability to design financial models within the Adaptive Planning system for usability and forecast accuracy. Proficiency in system testing and debugging techniques. Ability to innovate and propose creative solutions to enhance the finance team's forecasting experience. Skills and Qualifications: Graduate and/or masters degree in Accounting, Finance, or Economics preferred, or equivalent experience. Minimum Of 1 Year Of Experience In FP&A Preferred. Hands-on experience working with Workday Adaptive Planning. Experience with P&L analysis and spreadsheet modeling. This role offers an exciting opportunity for a dedicated professional to contribute significantly to our financial systems' effectiveness and efficiency. If you are passionate about financial technology, possess the required skills, and are eager to make an impact in a dynamic environment, we encourage you to apply.

Job Description Workday Adaptive Administrator We are seeking an experienced professional to join our Financial Systems & Reporting team as a Workday Adaptive Planning - Administrator. This role will be instrumental in the administration, development, and enhancement of the Workday Adaptive Planning software, contributing across all phases of system lifecycle management. The ideal candidate will possess strong technical proficiency, effective communication skills, and a proactive mindset to drive continuous improvement and innovation. Primary Responsibilities: System Development and Maintenance: Administer the Workday Adaptive Planning system, including maintaining models, dimensions, integrations, and user access. Conduct quality assurance testing to ensure system functionality, identifying and resolving bugs and inconsistencies. Assist in developing new functionality in Workday Adaptive to support FP&A forecasting needs. Develop and maintain reports, dashboards, and input sheets for business partners. Monitor and validate deployment of additional system functionalities and upgrade releases from Workday. Collaborate with peers and business partners to document business processes and requirements, preparing functional and technical specifications. Develop complex reports and modeling tools within the system to support sales, margin, operating expense, and headcount forecasting. Serve as a subject matter expert on cross-functional task forces as required. Provide training and support on Workday Adaptive Planning to regional and global accounting/finance teams. Develop, document, and implement policies, procedures, guidelines, and best practices to ensure data integrity and standardized end-user processes. Anticipate change management constraints and integrate them into financial system design and maintenance considerations. Continuously seek opportunities to optimize and improve existing processes, systems, and platforms. Identify, recommend, and implement changes to improve system performance and effectiveness. Provide various ad-hoc reporting and conduct research to support the FP&A Team. Professional Knowledge: Well-rounded understanding of business concepts and financial planning & analysis processes. In-depth knowledge of Workday Adaptive Planning or similar financial planning systems. Strong ability to design financial models within the Adaptive Planning system for usability and forecast accuracy. Proficiency in system testing and debugging techniques. Ability to innovate and propose creative solutions to enhance the finance team's forecasting experience. Skills and Qualifications: Graduate and/or masters degree in Accounting, Finance, or Economics preferred, or equivalent experience. Minimum Of 1 Year Of Experience In FP&A Preferred. Hands-on experience working with Workday Adaptive Planning. Experience with P&L analysis and spreadsheet modeling. This role offers an exciting opportunity for a dedicated professional to contribute significantly to our financial systems' effectiveness and efficiency. If you are passionate about financial technology, possess the required skills, and are eager to make an impact in a dynamic environment, we encourage you to apply.

Job Description Workday Adaptive Administrator We are seeking an experienced professional to join our Financial Systems & Reporting team as a Workday Adaptive Planning - Administrator. This role will be instrumental in the administration, development, and enhancement of the Workday Adaptive Planning software, contributing across all phases of system lifecycle management. The ideal candidate will possess strong technical proficiency, effective communication skills, and a proactive mindset to drive continuous improvement and innovation. Primary Responsibilities: System Development and Maintenance: Administer the Workday Adaptive Planning system, including maintaining models, dimensions, integrations, and user access. Conduct quality assurance testing to ensure system functionality, identifying and resolving bugs and inconsistencies. Assist in developing new functionality in Workday Adaptive to support FP&A forecasting needs. Develop and maintain reports, dashboards, and input sheets for business partners. Monitor and validate deployment of additional system functionalities and upgrade releases from Workday. Collaborate with peers and business partners to document business processes and requirements, preparing functional and technical specifications. Develop complex reports and modeling tools within the system to support sales, margin, operating expense, and headcount forecasting. Serve as a subject matter expert on cross-functional task forces as required. Provide training and support on Workday Adaptive Planning to regional and global accounting/finance teams. Develop, document, and implement policies, procedures, guidelines, and best practices to ensure data integrity and standardized end-user processes. Anticipate change management constraints and integrate them into financial system design and maintenance considerations. Continuously seek opportunities to optimize and improve existing processes, systems, and platforms. Identify, recommend, and implement changes to improve system performance and effectiveness. Provide various ad-hoc reporting and conduct research to support the FP&A Team. Professional Knowledge: Well-rounded understanding of business concepts and financial planning & analysis processes. In-depth knowledge of Workday Adaptive Planning or similar financial planning systems. Strong ability to design financial models within the Adaptive Planning system for usability and forecast accuracy. Proficiency in system testing and debugging techniques. Ability to innovate and propose creative solutions to enhance the finance team's forecasting experience. Skills and Qualifications: Graduate and/or masters degree in Accounting, Finance, or Economics preferred, or equivalent experience. Minimum Of 1 Year Of Experience In FP&A Preferred. Hands-on experience working with Workday Adaptive Planning. Experience with P&L analysis and spreadsheet modeling. This role offers an exciting opportunity for a dedicated professional to contribute significantly to our financial systems' effectiveness and efficiency. If you are passionate about financial technology, possess the required skills, and are eager to make an impact in a dynamic environment, we encourage you to apply.

Position Overview: We are seeking a highly skilled and detail-oriented Senior Finance Analyst to join our team. This role requires a strong foundation in finance, exceptional data analysis capabilities, and an engineering background to support the development and operation of FP&A tools like Abacum. The ideal candidate will have 45 years of experience in financial analysis, advanced proficiency in Excel, and the ability to perform light coding and formula building as part of tool optimization. Key Responsibilities: Conduct in-depth financial analysis, budgeting, and forecasting to support strategic decision-making. Collaborate with cross-functional teams to gather and analyze data, ensuring accuracy and consistency across reports. Manage and optimize the FP&A tool (Abacum), including creating and modifying formulas, templates, and workflows as required. Design and automate financial models and reports to enhance efficiency and decision-making. Utilize advanced Excel skills for data manipulation, visualization, and scenario analysis. Leverage an engineering mindset to troubleshoot and refine tool functionalities, ensuring seamless integration and usability. Prepare and present insights and recommendations to stakeholders, backed by robust financial and data analysis. Continuously identify opportunities to improve processes, tools, and reporting frameworks. Requirements Qualifications and Skills: Education: A degree in Finance ( CFA, MBA, Others), Engineering, Computer Science, or a related field. Experience: 45 years of experience in financial analysis, FP&A, or related roles. Technical Expertise: Proficiency in financial analysis, modelling and advanced Excel skills, including macros, pivot tables, and complex formulas. Familiarity with FP&A tools such as Abacum, Adaptive Insights, or similar platforms. Basic understanding of coding (e.g., Python, SQL, or similar languages) for light customization and automation tasks. Analytical Mindset: Strong aptitude for numbers, data analysis, and problem-solving. Communication Skills: Ability to convey complex financial insights in a clear and concise manner to various stakeholders. Attention to Detail: High level of accuracy and a commitment to delivering high-quality outputs. Preferred Qualifications: Experience working in fast-paced, dynamic fintech environments. Knowledge of database management or working with large datasets. Familiarity with financial reporting tools such as Power BI, Planful, Abacum, Anaplan, or similar. Interview rounds & assessments: Table for Two: A brief chat with one of our Recruiters to assess your foundational competencies and provide an overview of TerraPay. Beyond the Bio: A discussion with an SME or the RM to evaluate your role-specific knowledge, problem-solving abilities, and gain a deeper understanding of the company and team dynamics. Manager Meetup: A comprehensive discussion about the role and responsibilities, expectations, and mapping out potential career growth. Hot Seat: A cultural fit round that includes an overview of the companies core values and long-term plans. Why TerraPay: TerraPay is a global money movement player on a mission to build a borderless financial world. We believe payments should be instant, reliable, transparent, seamless, and fully compliant. Registered and regulated across 31 global markets, we are a leading payments partner for banks, mobile wallets, money transfer operators, merchants, and financial institutions. We are proud to be a twice-certified Great Place to Work and were featured in the 2023 CB Insights Fintech 100 and the 2024 Financial Times 1000 lists. Read more about TerraPay Our culture & core values: At TerraPay, we dont just talk about our valueswe live by them. Humility, ownership & responsibility, entrepreneurship, global citizenship, and trusting empowerment are the principles that guide everything we do. If you’re looking for a career that offers abundant opportunities for innovation and a culture of excellence, TerraPay is the place to be. With comprehensive healthcare benefits, cab facilities for our India-based employees, and a generous leave policy, we’ve got you covered. Join us in one of our 10 offices worldwide and collaborate with a diverse team representing 40+ nationalities .