JOB DESCRIPTION

We are seeking a highly skilled and analytical Senior Technical Financial Analyst to join our growing FP&A team. The ideal candidate will have deep experience with Workday Adaptive Planning and Power BI and will play a critical role in supporting strategic financial decision-making through robust data modeling, dashboard development, and scenario planning. This role will partner cross-functionally with finance, accounting, operations, and IT to drive insights and optimize financial performance.

PREFERRED QUALIFICATIONS:

• Adaptive Planning/Reporting training certifications
• Experience with SQL or other data query tools.
• Familiarity with data visualization best practices and tools.
• Previous experience working in a SaaS, technology, or high-growth company environment.

Requirements:

• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field; MBA or CPA a plus.
• 5+ years of experience in a financial analysis or FP&A role, with at least 2+ years of hands-on experience in Workday Adaptive Planning.
• Advanced proficiency in Power BI, including DAX, Power Query, and report/dashboard development.
• Strong understanding of financial modeling, forecasting, and budgeting methodologies.
• Experience integrating and working with large data sets from ERP and financial systems (e.g., Workday, NetSuite, SAP, Oracle).
• Solid fundamental understanding of US GAAP principles including financial reporting concepts (balance sheet, income statement and cash flow)
• Demonstrated ability to communicate complex financial data to non-financial audiences.
• Strong attention to detail, critical thinking, and problem-solving skills.
• Comfortable in a fast-paced, dynamic environment with evolving priorities

RESPONSIBILITIES

• Drive the development, configuration, implementation, and ongoing management of Workday Adaptive Planning Modules to meet the strategic planning, forecasting, and operational needs of the business.
• Administrator responsibilities for Workday Adaptive Planning, including user access control, security, data integrity, as well as maintaining versions, dimensions, model assumptions, KPIs, and formula driven outputs.
• Design, maintain, and optimize financial models and dashboards using Workday Adaptive Planning and Power BI.
• Develop and automate key performance indicators (KPIs), forecasts, and reporting processes that support executive and departmental decision-making.
• Collaborate with business stakeholders to gather requirements, translate business needs into technical specifications, and deliver actionable insights.
• Build and maintain complex Power BI dashboards integrating data from various sources (ERP, CRM, HRIS, etc.) to support financial reporting and operational analytics.
• Support monthly and quarterly reporting cycles, including variance analysis, trend analysis, and ad hoc financial analysis.
• Provide technical expertise in integrating data between Workday Adaptive and other enterprise systems.
• Champion data governance, accuracy, and consistency across platforms and reports.
• Identify opportunities to enhance process efficiency and implement automation across financial planning and reporting functions.

Requirements:

• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field; MBA or CPA a plus.
• 5+ years of experience in a financial analysis or FP&A role, with at least 2+ years of hands-on experience in Workday Adaptive Planning.
• Advanced proficiency in Power BI, including DAX, Power Query, and report/dashboard development.
• Strong understanding of financial modeling, forecasting, and budgeting methodologies.
• Experience integrating and working with large data sets from ERP and financial systems (e.g., Workday, NetSuite, SAP, Oracle).
• Solid fundamental understanding of US GAAP principles including financial reporting concepts (balance sheet, income statement and cash flow)
• Demonstrated ability to communicate complex financial data to non-financial audiences.
• Strong attention to detail, critical thinking, and problem-solving skills.
• Comfortable in a fast-paced, dynamic environment with evolving priorities.