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 partners with Finance and General & Administrative (G&A) functions and focuses on financial reporting, financial systems administration, and budgeting/forecasting support.

Responsibilities

Adaptive Insights Administration (40%)

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

Financial Planning & Reporting (35%)

• Manage monthly and quarterly close reporting processes, providing P&L commentary and analysis
• 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
• Support ad hoc analysis and scenario modeling for growth initiatives

G&A Business Partnering (25%)

• Serve 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, helping plan 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 who can plan effectively, multi-task, and meet deadlines in a remote-first workspace
• Prior experience in SaaS businesses preferred, including understanding of core SaaS metrics

Compensation & Benefits

• Base Salary Range: $88,000.00 - $121,000.00
• Company Stock Options: Every employee is an owner
• 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 per 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

Location

Remote-first workplace