Overview
This role owns and optimizes financial planning systems, data workflows, and reporting infrastructure that support forecasting, budgeting, and decision-making across the organization. Working at the intersection of Finance, Technology, and Data, the analyst ensures financial systems and processes are accurate, scalable, and aligned with business needs.
The analyst serves as the primary owner of financial planning systems such as Workday Adaptive Planning, maintaining data integrity, enhancing system capabilities, and enabling efficient financial processes. The role also supports automation and reporting improvements to reduce manual effort and increase the speed and reliability of financial insights.
Responsibilities
Financial Systems Ownership & Administration
- Serve as the primary owner of financial planning systems such as Workday Adaptive Planning
- Maintain system structure, hierarchies, dimensions, and user access
- Ensure system configurations align with business and financial reporting needs
- Support system updates, enhancements, and ongoing maintenance
Data Management & Integrity
- Ensure accuracy, consistency, and integrity of financial data across systems
- Manage data flows between source systems and financial planning tools
- Validate data inputs and outputs used in forecasting, budgeting, and reporting
- Identify and resolve data discrepancies in collaboration with Accounting and other teams
Reporting & Model Enablement
- Build and maintain financial models, dashboards, and reporting outputs within planning systems
- Support development of standardized reporting for budgeting, forecasting, and variance analysis
- Enable self-service reporting capabilities for Finance and business stakeholders
- Ensure reporting outputs are accurate, timely, and aligned with business requirements
Process Optimization & Automation
- Identify opportunities to improve financial processes through system enhancements and automation
- Reduce manual data manipulation and streamline reporting workflows
- Support implementation of automated data integrations and process improvements
- Partner with Technology teams to improve system efficiency and scalability
Cross-Functional Partnership
- Collaborate with FP&A team members to support budgeting, forecasting, and analysis processes
- Partner with Accounting to ensure alignment between actuals and planning data
- Work with Technology teams on system integrations, data pipelines, and enhancements
- Support business stakeholders by improving access to financial data and insights
System Implementation & Enhancement
- Support implementation of new financial tools, models, and system features
- Participate in system upgrades, testing, and validation processes
- Document system processes, configurations, and best practices
- Contribute to long-term system strategy and scalability
Requirements
- Bachelor’s degree in Finance, Accounting, Information Systems, Business, or related field
- 4–7 years of experience in FP&A, financial systems, business systems, or related roles
- Strong experience with financial planning tools such as Workday Adaptive Planning, Anaplan, or similar
- Solid understanding of financial planning processes including budgeting, forecasting, and variance analysis
- Experience managing or supporting financial systems and data workflows
- Strong analytical and problem-solving skills
- Proficiency in Excel and financial modeling concepts
- Ability to work cross-functionally with Finance, Accounting, and Technology teams
- Strong attention to detail and data accuracy
Preferred Qualifications
- Experience with system integrations, APIs, or data workflows
- Familiarity with SQL or data querying tools
- Experience with reporting or visualization tools such as Power BI
- Exposure to automation tools or AI-assisted financial processes
- Experience in high-growth or multi-entity environments
Compensation & Benefits
- Expected base salary range: $90,000 to $105,000 annually
- Final compensation will be determined based on factors including skills, qualifications, experience, and location
Location
This role is hybrid for candidates located within a reasonable commuting distance to our Edmond, OK or Frisco, TX offices. Candidates outside a reasonable distance from either office are eligible for a fully remote arrangement.