Analyst, Financial Planning & Analysis

Overview

This role supports the Financial Planning & Analysis (FP&A) team by helping teams make well-informed decisions through forecasting, budgeting, reporting, and pro forma financial modeling for strategic initiatives.

The position is remote and reports to the AVP of FP&A. Quarterly travel is required.

Responsibilities

• Assist in the creation of the annual budget and quarterly forecasts
• Collaborate with business leaders to inform revenue and expense estimates and create pro forma financial models to forecast business performance and financial results
• Independently handle non-routine situations as they arise
• Break down strategic problems and analyze data to provide financial insights and recommendations
• Use Workday Adaptive Planning to manage financial information and build planning models for workforce, revenue, and expenses
• Track and review actuals versus budget and forecast; prepare variance explanations and narrative summaries of key performance drivers
• Advise on pricing and other decision-making for new initiatives, new clients, and other business opportunities using sound judgment and thorough financial analysis
• Support preparation of executive and Board presentations, as well as investor materials
• Assist with capital planning, scenario planning, and M&A as needed
• Document work processes, including data sources and definitions
• Work with Strategy and Analytics teams to define and monitor KPIs to measure business results against expectation
• Partner with Accounting to deliver month-end close items and support audit activities (as needed)
• Determine the financial impact of initiatives and strategic business decisions, incorporating impacts into future financial forecasts and plans

Requirements

• BA/BS degree
• 2+ years of experience in consulting, finance, or FP&A at either a high-growth company or a large, well-established organization
• Superior financial modeling, quantitative, and analytical skills; comfort creating scalable models
• Excel fluency and strong PowerPoint skills; basic knowledge of SQL or data visualization a plus
• Excellent communication and narrative storytelling/presentation skills
• Collaborative approach and self-starter attitude
• Familiarity with US GAAP; ability to communicate differences in GAAP and cash financials
• Demonstrated experience (or comfort) presenting to leaders

Preferred Qualifications

• Experience using Adaptive Planning
• Experience as a financial analyst supporting an IT organization
• Project Management experience
• Six Sigma, Lean, Agile

Compensation & Benefits

• Bonus incentives
• Paid certifications
• Tuition reimbursement
• Comprehensive benefits
• Career advancement
• Pay range: $63,100 - 108,900 based on experience

Location

• Remote position
• Quarterly travel required
• Due to business, operational, payroll, and regulatory requirements, this position is limited to individuals who reside and are authorized to work within the United States. Applications generated from outside the United States will not be considered. Individuals may reapply when located within the United States.
• This role is remote; however, candidates must be willing and able to travel to and work onsite at client, temporary, or corporate office locations as business needs require.

Equal Employment Opportunity

The employer provides equal employment opportunity to all qualified applicants and prohibits discrimination and harassment based on protected characteristics under applicable federal, state, or local laws.

Reasonable accommodations are provided to qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local law.