Senior Financial Analyst

Overview

This role serves as a strategic finance partner for cost support and analysis across product and shared services areas supporting JSTOR, JSTOR Stewardship, Portico, and Ithaka S+R. It is a high-impact individual contributor position focused on complex, multiproduct analysis in a SaaS and hybrid revenue environment.

The role supports forecasting, long-range planning, and financial systems optimization. Responsibilities include designing clear financial narratives, strengthening planning infrastructure, and ensuring financial systems—particularly Workday Adaptive Planning and Acumatica—generate reliable, scalable insights to support executive decision-making.

Responsibilities

Strategic financial partnership

• Act as the primary finance partner to senior product and functional leaders.
• Maintain the cost allocation model and lead analysis of cost impacts from product and functional areas to the four business units (JSTOR, JSTOR Stewardship, Portico, and Ithaka S+R); translate cost structure analysis into actionable insights.
• Identify financial risks, structural margin drivers, and resource tradeoffs.
• Support evaluation of new initiatives, pricing changes, and portfolio investments.

Forecasting & planning

• Lead regular and rolling forecasts for complex, multientity areas.
• Prepare monthly and quarterly financial review materials for executive leadership, including variance analysis and forward-looking risk assessment.
• Contribute to long-range planning and scenario modeling.
• Design and maintain the cost allocation model, including working with budget owners to update allocation drivers, update data, and explain variances to business unit leaders.
• Ensure assumptions are documented, defensible, and aligned across the portfolio.
• Manage the non-payroll cost budget, maintaining software, cloud, and other purchase order details in the planning system to support an accurate forecast.
• Manage the headcount and payroll budget, including maintaining open positions to support accurate forecasting.

Systems & infrastructure

• Serve as a power user of Workday Adaptive Planning, ensuring models, versions, allocations, and reporting structures are clean and scalable.
• Serve as a power user of Databricks and Tableau, supporting and enhancing allocated product line financial results dashboards.
• Partner with Accounting to ensure data flow integrity from Acumatica (ERP) into Adaptive.
• Improve data architecture and dimensional consistency across systems.
• Identify opportunities to automate manual processes and improve forecasting accuracy.
• Strengthen reporting governance and system documentation.
• Ensure forecast integrity through rigorous assumption validation, reconciliation to actuals, and alignment with accounting standards.
• Improve reporting from static outputs to decision-support tools.

Process improvement & innovation

• Identify and drive enhancements to forecasting workflows, allocation methodologies, and reporting structures.
• Leverage AI, automation, and analytical tools to improve efficiency and scalability.
• Contribute to modernization of FP&A practices, including integration of new technologies and AI into current processes.

Requirements

• 7+ years of progressive FP&A or strategic finance experience
• Advanced proficiency in Workday Adaptive Planning (model building, reporting, version control, allocations)
• Strong working knowledge of Acumatica ERP and financial data structures
• Advanced Google Suite, Microsoft 365, and BI capabilities (Power BI/Tableau)
• Proven advanced financial modeling and scenario planning skills
• Ability to synthesize complex financial information into clear executive-ready narratives
• Strong cross-functional communication skills

Preferred Qualifications

• Experience in SaaS or hybrid subscription and services business models
• Familiarity with automation, AI-assisted analysis, or advanced analytics tools

Compensation & Benefits

• Starting salary range: $76,320 - $95,400 per year
• Starting pay may vary based on job-related knowledge, skills, and experience
• Benefits for benefits-eligible employees include:
  • Medical, dental, and vision plans
  • Employer-paid 10% retirement contribution
  • Paid parental and caregiver leave
  • 22 days of paid time off
  • 11 paid holidays
  • Up to 12 sick days
  • Wellness benefits, and more
• Note: The employer may change benefits programs at its discretion.

Location

• The organization has physical offices in New York and Ann Arbor, Michigan.
• Employees are distributed across the continental United States.
• At this time, candidates must be able to work and reside in the continental U.S.

Work Authorization

• Not currently considering candidates who require any type of immigration sponsorship (additional work authorization or permanent work authorization) to work in the United States.