Adaptive Planning FP&A Liaison Consultant

Resources Global Professionals•San Diego, CA

54d•$75 - $90•Hybrid

About The Position

We are seeking a dynamic FP&A professional who can serve as the critical link between finance leadership and technical teams. This role will ensure that Adaptive Planning is optimized to support strategic decision-making, executive reporting, and day-to-day FP&A processes. Acting as a liaison, you will translate business requirements into functional solutions and drive enhancements that improve usability and insight.

Requirements

BA/BS degree in Finance or related field (i.e. Accounting, Economics)
Strong FP&A process knowledge with the ability to apply best practices in planning and reporting.
Functional expertise in Adaptive Planning (focus on usability and process optimization rather than technical build).
Power BI proficiency, including dashboard development and data visualization.
Excellent communication and stakeholder management skills to bridge business and technical needs.

Responsibilities

Partner with FP&A leadership to understand planning and reporting objectives and convert them into actionable requirements for technical implementation.
Design and refine front-end workflows and dashboards in Adaptive Planning to support accurate forecasting, budgeting, and executive reporting.
Serve as the primary liaison between finance stakeholders and technical consultants, ensuring alignment and timely delivery of solutions.
Enhance FP&A processes by leveraging Adaptive Planning and Power BI for advanced analytics and visualization.
Champion best practices in planning, reporting, and data integrity across the organization.