About the role

  • 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

Job title

FP&A Analyst

Job type

Experience level

Mid levelSenior

Salary

$110,000 - $140,000 per year

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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