Senior Financial Analyst

Overview

The organization is seeking a detail-oriented and strategic FP&A Analyst to support financial planning and decision-making as the business scales. This role supports the Finance team by contributing to core financial reporting, administering and optimizing Workday Adaptive Insights, and partnering with G&A functions (HR, Legal, Finance, Facilities, etc.) to improve transparency and efficiency in financial planning.

Responsibilities

Adaptive Insights Administration (40%)

• Serve as primary administrator for Workday Adaptive Insights, including user management, model maintenance, and issue troubleshooting
• Partner with IT and Finance Ops to optimize integration with source systems (e.g., Workday Financials, NetSuite, BigQuery, etc.)
• Oversee data integrity of the Adaptive Insights instance, leading tie-outs between NetSuite and Adaptive, as well as Workday and Adaptive, to ensure source systems are aligned

Financial Planning & Reporting (35%)

• Manage monthly and quarterly close reporting processes, providing P&L commentary and analysis reporting
• Own and continuously improve recurring reporting packages and templates
• Assist with board of directors deliverables and presentations
• Support annual budgeting and long-range planning processes
• Assist with 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, planning people and non-people expenses in Adaptive
• Work with Benefits and Accounting to input global assumptions into forecasting models in Adaptive

Requirements (Minimum Qualifications)

• 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 and proficiency with financial modeling and reporting
• Excellent communication and interpersonal skills, with a collaborative approach to cross-functional work
• Self-starter with the ability to plan effectively, multi-task, and execute timely to deadlines in a remote-first workspace
• 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: every employee is an owner in the organization
• Health & Wellness: medical, dental, vision, life insurance, and 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 a year, and 1 floating holiday
• Home Office: one-time $500 payment to set up a home office
• 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

Equal Employment Opportunity

The organization is an equal opportunity workplace and is committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status, or any other basis protected by federal, state, or local law.