Adaptive Insights, Associate Director at W2O Group

| Austin
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Named Best Place to Work by MM&M, The Holmes Report, PR News, PRWeek, and AdAge, W2O is an integrated marketing and communications firm powered by analytics and specializing in healthcare. We are seeking an Adaptive Insights, Associate Director to join the Business Intelligence and Systems team. This integral position leads the implementation, integration, and scaling of Adaptive Insights across the agency.

Adaptive Insights is core to our business as our enterprise financial planning solution. As the W2O Adaptive Insights lead, you will own the platform in terms of both business reporting and systems administration. You will ensure the day to day delivery of key financial reporting and planning, maintain system integrations, and own the roadmap of the platform to address future needs. This role requires both solid financial/commercial acumen and technology integration skills and is a great opportunity to join a fast-paced, global agency with over 1,200 employees across 17 US locations plus London!


  • Main business owner of Adaptive Insights, providing guidance across the organization on the business application and requirements for the platform.
  • Partner with business leads and other W2O stakeholders, including FP&A, Client Finance, Accounting, Resourcing and HR to determine specific business needs and provide solutions on how to achieve using Adaptive Insights.
  • Manage the implementation, integration, and scaling of Adaptive Insights.
  • System expert, providing systems support, creating dashboards and models, generating reports as well as training end users and troubleshooting issues.
  • Own and manage the day-to-day relationship with Adaptive Insights vendor.
  • Partner with the rest of the Business Intelligence and Systems team, the overall Operations team, and other business stakeholders to create a synergistic team approach.
  • Approximately 10% travel between offices, to vendors, and to clients necessary.

Knowledge and Critical Skills/Expertise

  • B.A. or B.S. degree in Information Technology, Accounting, Business Administration; equivalent work experience will also be considered.
  • Hands-on, working knowledge of Adaptive Insights; ability and desire to learn new enterprise systems quickly, under tight deadlines.
  • Strong commercial understanding of project and business dynamics.
  • Knowledge of business system applications, interfaces, and data flow, especially in Finance systems.
  • Excellent written, verbal, and presentation skills, able to tailor communications to technical and non-technical audiences.
  • Demonstrated success in communicating to senior stakeholders.
  • Ease in presenting and in training teams on platform functionality.
  • Strong interpersonal skills with ability to build strong, collaborative relationships with the key internal stakeholders.
  • Ability to work to tight deadlines and deliver.
  • Comfortable working in a multi-stakeholder environment.
  • Adaptive Insights Certification (desired).
  • Workday Financials Certification (desired).


  • Minimum 4-years’ financial systems experience (e.g. general ledger, accounts payable,accounts receivable, project accounting).
  • Financial experience including Profit & Loss, Balance Sheets, and Cash flows.
  • Experience of extracting data from general ledger and other systems (NetSuite/OpenAir).
  • Experience with data integrations, cube maintenance, and troubleshooting.
  • Experience in global organization with multiple locations preferred.

W2O Group offers a comprehensive benefit program and perks, including unlimited and flexible PTO, expanded paid leave for new parents and the Your 4th Trimester™ program that helps new parents transition back to work, and a five-week sabbatical program. Other perks include Income Protection, Retirement plans/401(k) match, and cell phone savings plans. Learn more about our great benefits and perks at:

W2O Group is an Equal Opportunity Employer. We foster an environment that embraces diversity. We are stronger with a wider range of opinions, strengths, and backgrounds to achieve our goals.

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Technology we use

  • Engineering
    • C#Languages
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    • PHPLanguages
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    • jQueryLibraries
    • jQuery UILibraries
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    • CassandraDatabases
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We're located in East Austin, an area flourishing with new, unique businesses. We're neighbors with dozens of restaurants, food trucks and bars.

An Insider's view of W2O Group

What’s the vibe like in the office?

With Covid 19, W2O has fully embraced the work from home culture. We connect with each other daily, but most importantly we are treated as professionals, and we are all given the freedom to do our best work. If anything, this drives all of us. Empowered is not just a buzz word here at W2O, it's how we are all treated and it's who we are!



How does the company support your career growth?

One of our core values at W2O is "Make it Happen." This has been true to our culture since Day 1. W2O has a wonderfully entrepreneurial spirit - especially in Austin. As employees, we are always encouraged to chart our own path to better the business and ourselves. There's no template for career growth here. Just passion, grit and a good attitude!


Senior Account Director

How do your team's ideas influence the company's direction?

The technology team at W2O drives digital transformation for our customers, as our business evolves from a traditional professional services firm into a technology provider. This puts the team in the enviable position of being able to strongly guide the direction of the organization toward a new frontier in our industry.


Chief Technology Officer

What are W2O Group Perks + Benefits

W2O Group Benefits Overview

W2O has some of the best benefits in the industry - comprehensive and complete!

Volunteer in local community
W2O encourages giving back and supports employees in all our offices.
Friends outside of work
Eat lunch together
Intracompany committees
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Dedicated Diversity/Inclusion Staff
Diversity manifesto
Someone's primary function is managing the company’s diversity and inclusion initiatives
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Pet Insurance
Wellness Programs
Retirement & Stock Options Benefits
401(K) Matching
W2O provides employees with a 401(k) matching plan managed by [provider]. We match 50% of contributions up to 6% of an employee's annual gross pay.
Performance Bonus
There is an Annual Performance Bonus, paid out in March
Child Care & Parental Leave Benefits
Generous Parental Leave
We provide up to 5 weeks of parental leave for the primary caretaker. Acme Co. also provides 5 weeks of leave for the secondary caretaker.
Flexible Work Schedule
W2O provides employees with a flexible work schedule that includes the ability to work from Home when needed.
Return-to-work program post parental leave
Vacation & Time Off Benefits
Unlimited Vacation Policy
Eligible employees get 30 days of paid sabbatical after their first 5 years of working at the company.
Paid Holidays
Paid Sick Days
Employees receive 10 hours per year of paid sick leave.
Perks & Discounts
Casual Dress
Commuter Benefits
Free Daily Meals
Stocked Kitchen
Happy Hours
Pet Friendly
Acme Co.'s pet policy is dog friendly daily.
Fitness Subsidies
$200 per year provided for Staff Employees to spend on a Healthy product or activity.
Professional Development Benefits
Job Training & Conferences
W2O offers employees professional development opportunities like Onsite training courses and the ability to attend job related conferences and seminars.
Diversity Program
Lunch and learns
W2O hosts lunch and learn meetings.
Cross functional training encouraged
Promote from within
Mentorship program
Our mentorship program includes 1-to-1 program, Cross-department program, Career mentoring, Leadership mentoring.
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