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Financial Manager - Adaptive Planning Specialist

Collibra

Collibra

Accounting & Finance
Raleigh, NC, USA
Posted on Wednesday, May 29, 2024

Joining Collibra’s Finance Team:

Collibra is a global leader in data intelligence, and its Data Intelligence Platform brings flexible governance, continuous quality, and built-in privacy to the world’s leading brands. The platform empowers organizations with a single system of engagement for data and enables organizations to do more with their data by making it easy to

find, understand, trust, and access. As this $250M+ venture-backed SaaS company enters its next phase of growth and global impact, Collibra’s Finance team is seeking a proactive and collaborative Finance Manager with Workday Adaptive Planning software experience to lead its financial and resource planning processes.

As an equity holder in the company, this Finance Manager will leverage their expertise of Workday Adaptive Planning software to lead the budgeting, forecasting, and board reporting processes for Collibra. In partnership with the VP of FPA, this individual will play a critical role in strengthening Collibra’s financial performance by ensuring the accuracy and integrity of the data used in the strategic decision-making process. The individual will develop and manage financial models within Adaptive Planning and will provide analysis, guidance, and support to maximize the value derived from the software. A top candidate will have a passion for using technology to drive innovation and the strong interpersonal skills necessary to influence cross-functional stakeholders. A top candidate has a proven track record of distilling complex data into actionable insights and recommendations.

This is a hybrid position based in Raleigh, North Carolina.

A Financial Manager - Adaptive Planning Specialist at Collibra is responsible for

  • Perform Adaptive Planning administration, which includes access rights, technical configuration, workflow management, custom fields/validations, data governance, and departmental structure.
  • Develop and manage improved integrations, between Adaptive Planning and other systems such as Workday, NetSuite, Tableau, and Zip, to minimize the level of manual intervention.
  • Manage the financial planning process with Adaptive Planning as the primary tool in annual budgeting, monthly forecasting, and quarterly Board of Directors updates.
  • Build reports and dashboards in Adaptive Planning and its Office Connect Excel add-on to increase the productivity of the team and to deliver more timely actionable insights.
  • Review spreadsheet financial models for ARR, Revenue, and Commissions and then implement the equivalent functionality into Adaptive Planning to strengthen workflow automation.
  • Collaborate closely with department leaders to understand business needs and challenges while proactively identifying opportunities to enhance performance and mitigate risks.
  • Analyze variances between financial results and budget/forecast to identify key performance drivers.

You have

  • Bachelor’s degree in Finance, Information Technology, or related field is required.
  • 3+ years of experience with Adaptive Planning administration, implementation, and integrations.
  • 3+ years of Finance experience, with an active knowledge of financial planning, workforce management, GAAP, and revenue recognition.
  • Strong analytical, financial modeling, and problem-solving skills.
  • Advanced Excel skills and the ability to manage multiple tasks in a fast paced, dynamic environment.
  • This position is not eligible for visa sponsorship.

You are

  • Experienced with the administration of Adaptive Planning but have a desire to extend beyond just technical competency leadership role where collaborative problem solving is a requirement.
  • A thoughtful collaborator and great listener, keenly focused on understanding business challenges, building strong relationships, and driving even stronger outcomes.
  • Able to “roll up your sleeves” to get into the data and details and then present concise, actionable insights to executive leadership with the bigger picture in focus.
  • Comfortable in ambiguity, thrive through change, and highly motivated to grow and learn as the company reaches new heights of growth and global impact.

Measures of Success

  • Within your first month, you will comprehend the inputs/outputs of Adaptive Planning, have context on the business and its customer deliverables, and understand the system integration landscape.
  • Within your third month, you will be engaged with business leaders and FPA peers to drive solid improvements in the Adaptive Planning processes for monthly reporting and quarterly forecasting.
  • Within your sixth month, you will lead the annual planning process armed with business context and system familiarity while also partnering with a C-Suite to deliver a specific functional budget.

Compensation for This Role

The standard base salary range for this position is $104,000.00 - $130,000.00 per year. This position [is not] eligible for additional commission-based compensation. Salary offers are based on a combination of factors, including, but not limited to, experience, skills, and location.

In addition to base salary, we offer equity ownership at every level, bonus potential, a Flex Fund monthly stipend, pension/401k plans, and more.

Benefits at Collibra

Collibra recognizes and values that everyone has different needs, interests, and life goals. We built our {Be}well benefits program with flexibility in mind to support you and your loved ones through a diverse range of circumstances and life events. These flexible offerings sit on a foundation of competitive compensation, health coverage, and time off.

Professional Development

Collibrians are ambitious and inventive, and we want to develop our skills individually and as a team. You’ll have access to development opportunities, as well as other rewards and recognition programs to help grow your career.

Health Coverage

We strive to remain locally competitive and globally equitable. This means comprehensive offerings including medical, dental, vision, and mental health benefits for you and your family.

Paid Time Off and Flexibility

We provide unlimited paid time off, global leave policies for a variety of personal and family circumstances, company-wide wellness days off throughout the year, meeting-free Wednesdays, and a flexible culture to help balance your work and your life.

Diversity, Equity, and Inclusion

We create inclusion and belonging through how we onboard, meet, connect, engage, and communicate. Learn more about diversity, equity, and inclusion at Collibra.

Learn more about Collibra’s benefits.

At Collibra, we’re proud to be an equal opportunity employer – which ties directly to our core value, “open, direct, and kind.” We realize the key to creating a company with a world-class culture and employee experience comes from who we hire and creating a workplace that celebrates everyone.

With this, we proudly consider qualified applicants without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sexual orientation, pregnancy, sex, gender identity, gender expression, genetic information, physical or mental disability, HIV status, registered domestic partner status, caregiver status, marital status, veteran or military status, citizenship status or any other legally protected category. If you have a need that requires accommodation, let us know by completing our Accommodations for Applicants form.#

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