Senior Analyst, Financial Planning and Analysis (Systems & Analytics)

Overview

A global organization is seeking a detail-oriented Senior Analyst to support financial planning and analysis (FP&A) across the organization. This role focuses on core FP&A processes and the administration of financial planning systems, including Adaptive Insights. Reporting to the Senior Manager, FP&A, the position ensures accurate, consistent, and efficient financial data, forecasting, and reporting for a global operation.

Responsibilities

FP&A Process Execution & Support

• Support recurring reporting and forecasting processes using advanced Excel tools (large datasets, multi-tab models, structured formulas).
• Maintain and update complex Excel-based financial models and reporting templates, ensuring accuracy, consistency, and auditability.
• Prepare recurring financial reports and variance analyses for internal stakeholders.
• Ensure accuracy and completeness of financial data used in planning and reporting.
• Collaborate with Finance and cross-functional teams to gather inputs and validate assumptions.
• Execute established financial processes and workflows independently after onboarding.
• Apply existing methodologies and documentation to new or evolving scenarios, exercising sound judgment.
• Identify and escalate inconsistencies or gaps in data, processes, or outputs, proposing solutions when appropriate.

Systems & Data Management

• Support administration and daily use of Workday-Adaptive Insights, including data uploads, reconciliations, and report generation.
• Extract, reconcile, validate, and report on financial data across Adaptive Insights, NetSuite, Salesforce, and related systems.
• Develop user-friendly financial dashboards, reports, and data visualizations using Power BI or similar tools.
• Use Excel-based tools, including OfficeConnect, to extract, validate, and report on data from Adaptive Insights.

Process Improvement & Documentation

• Identify opportunities to improve efficiency and accuracy in FP&A processes.
• Support standardization of planning and reporting processes across teams.
• Maintain clear documentation of financial models, processes, and system workflows.
• Assist in developing user guides and supporting training efforts.

Requirements

• Bachelor’s degree in Finance, Accounting, Business Analytics, or a related field.
• 4–6+ years of experience in FP&A, financial analysis, or a related role.
• Advanced Excel skills, including complex models, large datasets, and multi-tab reports.
• Experience with data visualization tools such as Tableau, Power BI, or similar.
• Experience with financial planning systems, preferably Adaptive Insights, NetSuite, or similar ERP systems.
• Experience with OfficeConnect or similar Excel-based reporting tools is strongly preferred.

Compensation & Benefits

• National salary range (excluding NY and DC): $64,260 - $91,770
• New York salary range: $76,323 - $109,033
• Washington DC salary range: $73,875 - $105,535

Benefits include:

• Opportunities for professional growth and career development.
• Remote working flexibility and a flexible hybrid working environment.
• Favorable time-off policy.
• Programs supporting work-life balance, including resilience and personal leave days, employee assistance programs, wellbeing activities, and sabbatical opportunities.

Location

• This position requires candidates to be legally authorized to work in the United States.

Additional Information

• Level: 3
• Application deadline: June 3, 2026

The organization is committed to diversity and inclusion and is an equal opportunity employer, not discriminating on the basis of gender, race, color, ethnicity, religion, sexual orientation, gender identity, age, disability, or any other protected group.