Assist in the preparation of annual budgets, forecasts, and long-range financial plans to enable strategic company-wide decision-making
Support the monthly financial reporting process, including variance analysis and management reporting
Develop and maintain financial models for existing and new business units and projects
Collaborate with FP&A leadership to gather business requirements and translate them into scalable Adaptive solutions, including automated dashboards and reports
Lead the development and ongoing maintenance of automated dashboards and reports within Workday Adaptive Planning
Support financial system integrations, including data flows into Adaptive
Create multi-dimensional, attribute-level reporting to provide visibility across key business perspectives
Requirements
5+ years' experience with FP&A or strategic finance at a financial services firm or small to mid-size company with complex financial reporting and budgeting requirements
Proven experience building dashboards and variance reports in Workday Adaptive Planning
Advanced proficiency in Microsoft Excel
Experience working with modern accounting software and systems, preferably Workday
Skills with Tableau or other BI tools preferred
Strong understanding of financial statements, budgeting, and planning processes
Bachelor’s Degree in Accounting or Finance (MBA preferred)
Benefits
Medical, dental and vision coverage
Life and AD&D insurance
401(k) plan with company match
20 days of paid time off
9 sick days
Daily catered lunches
Technology talks by experts
Beautiful modern office
Potential $7,500 referral bonus for successful hires
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