Adaptive Planning Senior Consultant (Adaptive Planning certified) Remote jobs in United States
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Strada · 3 months ago

Adaptive Planning Senior Consultant (Adaptive Planning certified) Remote

positionUnited States
timeFull-time
remoteRemote
senioritySenior Level
money$100K/yr - $186K/yr
date5+ years exp

Strada is a leader in simplifying international workforce management, offering people-first solutions powered by cloud-based technology. The Adaptive Planning Senior Consultant will maintain proficiency in Adaptive Insights, provide guidance on finance best practices to clients, and contribute to project management ensuring client satisfaction.

Artificial Intelligence (AI)B2BInsuranceSaaSSoftware
badNo H1Bnote

Responsibilities

Maintain proficiency and certification in the Adaptive Insights solution suite
Review and analyze spreadsheet-based financial models and re-engineer into Adaptive Insights
Provide guidance to clients regarding finance best practices to be incorporated in their model
Contribute to project management and ensure client satisfaction
Other consulting duties as assigned

Qualification

Adaptive InsightsFinancial planningManagement accountingMS ExcelAnalytical skillsWritten communicationVerbal communicationProblem-solvingOrganizational skills

Required

Bachelor's degree in Business, Accounting, Finance or related field, or equivalent work experience
5 to 7 plus years of work experience
Strong financial and/or management accounting background
Excellent written and verbal communication skills
Strong analytical and problem-solving skills
Highly skilled with MS Excel
Well organized, detail-oriented, and able to manage multiple projects simultaneously
Up to 15% travel
This role does not support sponsorship

Preferred

2 plus years of experience working with Adaptive Insights and/or financial planning / workforce planning strongly preferred
Adaptive Planning certified strongly preferred

Benefits

Health coverage
Wellbeing programs
Paid leave (vacation, sick, parental)
Retirement plans
Learning opportunities

Company

Strada

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Strada is a conversational AI platform helping insurance carriers, MGAs & brokers automate their phone calls.
dateFounded in 2023
location
San Francisco, California, USA
people-size11-50 employees
web-link
https://www.getstrada.com

Funding

Current Stage
Early Stage
Total Funding
$4.25M
Key Investors
Y Combinator
2025-09-01Seed· $1.75M
2023-09-01Seed· $2.5M

Leadership Team

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Arash Khazaei
Co-Founder & CTO
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Recent News

MacRumors
CES 2026: Productivity Gear, Wireless TVs, and More
2026-01-09
Business Wire
Strada Closes 2025 With Major Growth Milestones, a Strengthened Leadership Team and a Bold Vision for Innovation
2025-12-20
Business Wire
Strada Named Workday Wellness Strategic Migration & Benefits Administration Partner
2025-12-11
Company data provided by crunchbase