Adaptive Planning / Forecasting & Budgeting Consultant
Atticus Advisory Solutions
Work Arrangement / Work Shift: Remote | Part-Time | NOAM Shift
Role Overview:
We are looking for an Adaptive Planning Consultant with strong expertise in financial planning, forecasting, budgeting, and reporting solutions. This is a client-facing role where you will work closely with clients to understand their FP&A requirements and translate them into effective planning solutions.
The ideal candidate will have hands-on experience with Adaptive Planning, preferably with exposure to NetSuite or other ERP integrations, and the ability to support clients through implementation and/or post-implementation activities.
What You’ll Be Doing:
Lead discussions with clients to understand their FP&A, budgeting, forecasting, and reporting requirements.
Analyze business requirements and recommend appropriate Adaptive Planning solutions.
Configure and support Adaptive Planning models, planning processes, and reporting requirements.
Support financial forecasting, budgeting, planning, and reporting activities.
Work with financial data imports, mappings, dimensions, and reporting integrations.
Support integrations between Adaptive Planning and ERP systems, preferably NetSuite.
Participate in requirements gathering, solution design, configuration, testing, deployment, and user training as required.
Present solutions and recommendations to clients in a clear and professional manner.
Provide guidance and support during implementation and/or post-implementation activities.
Collaborate with stakeholders to ensure planning solutions align with business and financial objectives.
What You’ll Need:
3–5+ years of hands-on experience with Adaptive Planning, FP&A planning, budgeting, or forecasting solutions.
Strong understanding of financial planning, budgeting, forecasting, and reporting processes.
Hands-on experience with Adaptive Planning or comparable planning and budgeting platforms.
Ability to translate FP&A requirements into practical system solutions.
Experience working with financial data imports, mappings, dimensions, and reporting integrations.
Understanding of integrations between planning/budgeting platforms and ERP systems.
Strong analytical and problem-solving skills.
Excellent communication and stakeholder management skills.
Comfortable working directly with clients and leading discovery or requirements-gathering sessions.
What Will Set You Apart:
Experience integrating Adaptive Planning with NetSuite or other ERP platforms.
End-to-end implementation experience, including requirements gathering, solution design, configuration, testing, deployment, and user training.
Experience working with complex FP&A environments or multiple business entities.
Strong experience in client-facing consulting and solution recommendations.
Experience supporting Adaptive Planning implementations from initial discovery through post-go-live support.
Relevant Adaptive Planning certifications or formal training.
About Atticus:
Atticus Advisory Solutions Inc. is a specialized remote staffing and IT offshoring firm based in the Philippines, providing vetted, high-quality Filipino talent to global tech startups, SMEs, and consulting firms, focusing heavily on niche areas like ERP (NetSuite), Accounting and Finance and IT, offering integrated recruiting, upskilling, and HR support to ensure high retention and reliable offshore teams.
Atticus provides a comprehensive solution for international companies to build dedicated, outsourced teams and efficiently scale their technical and administrative capabilities by leveraging skilled Filipino talent, managed with a focus on quality and long-term retention. We ensure the teams perform like extensions of the client’s own operations.
Who We Are:
We are a customer-focused organization that puts people at the heart of everything we do. We believe great outcomes come from strong collaboration , where ideas are openly shared and teamwork is valued.
Our team members are proactive and confident —they take ownership, speak up, and are not afraid to ask questions. We encourage curiosity and continuous improvement, empowering everyone to challenge the status quo and find better ways of working.
We foster a growth mindset , where learning is continuous, feedback is welcomed, and mistakes are seen as opportunities to grow. Here, you are supported to develop your skills, improve processes, and make a meaningful impact.
Why Join Us:
At Atticus Advisory Solutions Inc, we value our employees and provide a positive and collaborative work environment. We offer competitive compensation, benefits, annual leaves, health and medical insurances. Our culture offers flexible working arrangement and opportunities for growth and development.
- ...analysis, casual factors, scorecard and commentary. ~ Perform monthly financial performance forecast to ensure alignment and achieving the desired financial targets and Operational Plan and Scorecard. Support in managing and monitoring financial performance towards...
- ...Conducts activities relative to production control such as planning, releasing orders to production, routine, scheduling, and follow - up completion of orders. Provides forecast of current production status thru frequent planning and scheduling. Provides delivery...
- ...About the role The Financial Planning & Analysis (FP&A) Officer supports the Financial Controller to monitor and increase the... ...margin Analyzing commercial results against historical, budget, and forecasts to better understand company performance Support Regular...
- ...interviews • Can start as soon as possible Key Responsibilities • Manage channel planning activities, including channel alignment, purchasing, and demand and sales forecasting. • Assist the Manager in monitoring and carrying out promotional projects. • Handle...
- ...is a full-time, on-site role located in Pasig for a Portfolio Planning & Management Associate . The associate provides end-to-end portfolio... ...overlaps. Support high-level tracking of resource demand (budget and capacity) and sequencing considerations. Portfolio...
- ...retirement funds, medium to long-term investments, education expense planning, asset allocation, and diversification. Analytical Skills:... ...clients’ needs and financial situations with sensitivity. Adaptability: Ability to adjust strategies and advice based on market...
- ...3 years in sales, marketing, business development. With Sales Forecasting and Sales Operations experience This is an urgent hiring: Heads... ...? Complete the purchase and forecast, as well as the channel plan docking procedure and regulations. Help the Go-to-market...
- ...driven and practical Business Development Consultant to help us grow our impact in our... ...potential deals, and contribute to strategic planning that supports long-term, sustainable... ...sales pipeline to support reporting, forecasting, and team alignment. Required Experience...
- ...Scope of Work / Responsibilities Specific tasks and service requirements on a daily basis include: Coordinate layout plans for relocation requests. Provide design recommendations, and assist in monitoring all space-related projects in alignment with established...
- ...Flow) to produce high-level Management and Dashboard reports. Strategic Support: Facilitates business simulations, budgeting, and financial planning to meet specific client needs. Technical Advisory: Acts as a key resource for clients’ finance and accounting...
- ...company in the country - join us as our next Planning Engineering Officer! What is this... ...are executed efficiently, within budget, and aligned with operational, commercial... ...documents and scope of work for contractors and consultants, ensuring clarity, competitiveness, and...
- ...products to potential customers. Achieve or exceed sales targets as set by management. Prepare and submit sales reports and forecasts. Job Title: Sales Representative Educational Qualifications: Minimum of a High/Senior High School degree....
- ...and optimized product transfers. S/he operates the replenishment planning process, validates production releases, coordinates to maintain... ...of production releases. • Coordinate with Demand Planning on forecast updates, allocation changes, and demand priorities. • Liaise...
- ...Job Summary: The Distribution Resource Planning Supervisor is responsible for overseeing the planning and coordination of inventory... ...manufacturing to distribution centers and ultimately to customers, using forecasting data, inventory analysis, and replenishment planning tools....
- ...Identify and engage potential clients for immigration consultancy services. Acquire new clients, conduct market research, and develop... ...Office-based with potential travel for client meetings. Qualities and Traits: Self-motivated, goal-oriented, and adaptable....
- ...Manager provides strategic leadership in managing the Loan Consultant (LC) network. The role focuses on developing and... ...systems to improve retention and performance. Lead business planning, budgeting, and resource allocation for the LC Relations unit. Collaboration...
- ...property management, and investments is seeking a Financial Planning & Analysis (FP&A) Manager to provide direct strategic... ...influence key business and investment decisions. You’ll lead the budgeting, forecasting, and financial performance processes across multiple...
- ...strategies for wealth accumulation and protection. Educate clients about insurance policies, investment options, and retirement planning. Collaborate with a strong team at Pru Life Insurance Corporation of U.K - Black Orcas, a leader in the insurance industry....
- ...Description Assist clients in understanding their financial options and planning for future financial goals. Conduct comprehensive financial assessments to determine clients' needs. Provide tailored investment strategies based on individual risk profiles....
- ...looking for motivated individuals who want a flexible, high-income career helping clients with protection, savings, and investment planning. Responsibilities: • Provide financial advice and insurance solutions • Build and maintain client relationships •...
- ...We are currently expanding our team. Being an Investment Consultant is a freelance job with a lot of incentives (such as training,... ...financial situation of the client through holistic financial planning, in order for them to reach their financial goals. And then we...
- ...long-term "Why." Continuous Learning: Stay ahead of the curve on everything from the "Financial Building Blocks" to modern estate planning—specializing in wealth transfer strategies, tax-efficient inheritance, and ensuring that a family's hard-earned assets are...
30000 - 50000 Php
...Responsibilities: Responsible for conducting cold calls to prospect clients Initiate in setting client meetings for financial planning Identify the financial status of clients by determining investment risk profile, income, expenses, savings, and other...- ...Power 4 All, Inc. is currently looking for a Hydrogeology Consultant to join our team. You will play a crucial role in supporting groundwater... ...Develop sustainable groundwater management and extraction plans Prepare technical reports, feasibility studies, and...
- ...Create customized financial plans and strategies to help clients meet their short-term and long-term objectives. To sell life insurance products and recruit potential teammates. Preferably a bachelor’s degree. Strong analytical, communication, and interpersonal...
- ...Position Title: NetSuite Product Consultant Work Arrangement / Work Shift: Role Overview: We are looking for a Product Consultant... ...to identifying improvements and resolving issues. Adaptability in changing environments and priorities. Continuous improvement...
- ...proficiency in prospecting and managing the sales pipeline. Working Conditions: Office environment with opportunities for fieldwork; may involve some travel. Qualities and Traits: Self-motivated, resilient, adaptable, and capable of working under pressure....
- ...satisfaction–qualifying services worldwide. Position: Retail Product Consultant Industry: Manufacturing Company Location: Ortigas, Pasig... ...purchase order (PO) preparation. Manage marketing expense budgets and reimbursements, including salaries, POP materials,...
- ...Description Lead the financial planning and analysis process, including budgeting, forecasting, and variance analysis. Monitor and report on key financial metrics and business performance. Collaborate with cross-functional teams to support strategic decision-making...
- ...preliminary engineering design of project roads which includes pavement design and slope protection facilities and prepare operation plan. Qualifications: Registered/Licensed Civil Engineer Strong background in: Pavement design Bridge design...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Adaptive Planning / Forecasting & Budgeting Consultant. Be the first to apply!
