Senior Financial Analyst

Overview

This role supports the organization’s financial planning and decision-making processes as it scales. You will partner with Finance and G&A functions to drive transparency and efficiency in financial planning, while working at the intersection of financial systems and reporting processes.

Responsibilities

Adaptive Insights Administration (40%)

• Serve as the primary administrator for Workday Adaptive Insights, including user management, model maintenance, and issue troubleshooting
• Partner with IT and Finance Ops to optimize integrations with source systems (e.g., Workday Financials, NetSuite, BigQuery)
• Oversee data integrity within the Adaptive Insights instance by leading tie-outs between NetSuite and Adaptive, as well as between Workday and Adaptive, ensuring alignment across source systems

Financial Planning & Reporting (35%)

• Manage monthly and quarterly close reporting processes, including P&L commentary and analysis reporting
• Own and continuously improve recurring reporting packages and templates
• Assist with board of director deliverables and presentations
• Support annual budgeting and long-range planning processes
• Conduct ad hoc analysis and scenario modeling to support growth initiatives

G&A Business Partnering (25%)

• Act as the main finance contact for G&A leaders, supporting budget vs. actuals analysis, headcount planning, and strategic initiative forecasting
• Facilitate quarterly planning cycles with G&A business leaders, including planning people and non-people expenses in Adaptive
• Work with Benefits and Accounting to input global assumptions into forecasting models in Adaptive

Requirements

• 3–5 years of relevant experience in FP&A, corporate finance, or a related field
• Strong experience with Workday Adaptive Insights (power user experience preferred)
• Solid understanding of GAAP financial statements and common FP&A processes
• Advanced Excel/Google Sheets with proficiency in financial modeling and reporting
• Excellent communication and interpersonal skills with a collaborative approach to cross-functional work
• Self-starter able to plan effectively, multi-task, and meet deadlines in a remote-first environment
• Prior experience in SaaS businesses with an understanding of core SaaS metrics preferred

Compensation & Benefits

• Base Salary Range: $88,000.00 - $121,000.00
• Company stock options
• Health & Wellness: Medical, Dental, Vision, Life Insurance, and an HSA company contribution
• Family support: Fertility benefits (IVF/fertility drug coverage) and paid family and caregiver’s leave
• Financial security: 401(k) with a 4% match and Disability Insurance
• Time off: generous vacation time, 4 company wellness days per year, and 1 floating holiday
• Home office: one-time $500 payment
• Mental health: free subscription to Calm and an Employee Assistance Program
• Pet friendly: pet insurance options available
• Growth: ongoing education through LinkedIn Learning, Workday Learning, and a career growth portal
• Some roles may also be eligible for overtime pay

Location

Remote-first workspace