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 across a global organization. The ideal candidate will have strong analytical skills, attention to detail, and an interest in systems and process improvement.

Responsibilities

FP&A Process Execution & Support

• Support recurring reporting and forecasting processes using advanced Excel tools (e.g., 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 with a high degree of accuracy and independence after onboarding
• Apply existing methodologies and documentation to new or evolving scenarios, using sound judgment to determine appropriate next steps
• Identify and escalate inconsistencies or gaps in data, processes, or outputs, proposing potential 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
• Use Power BI or similar visualization tools to develop user-friendly financial dashboards, reports, and data visualizations for internal stakeholders
• 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
• Help develop user guides and support 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 New York and Washington 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
• Wellbeing support including resilience and personal leave days, employee assistance programs, wellbeing activities, and sabbatical opportunities

Location & Eligibility

• Candidates must be legally authorized to work in the US and in locations where the organization is registered.

Additional Information

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

The organization is committed to diversity and inclusion and is an equal opportunity employer. It does not discriminate based on gender, race, color, ethnicity, religion, sexual orientation, gender identity, age, disability, or any other protected group.