Senior Financial Analyst

Overview

This role supports the organization’s financial planning and decision-making as it scales. The Financial Planning & Analysis (FP&A) Analyst works with Finance to manage financial reporting processes, administer and optimize Workday Adaptive Insights, and partner with G&A teams (including HR, Legal, Finance, and Facilities) to improve transparency and efficiency in planning.

Responsibilities

Adaptive Insights Administration (40%)

• Serve as primary admin 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)
• Oversee data integrity within Adaptive Insights, including tie-outs between NetSuite and Adaptive, and between Workday and Adaptive, to ensure 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
• Provide ad hoc analysis and scenario modeling to support 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 by 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 who can plan effectively, multi-task, and deliver to deadlines in a remote-first workspace
• Prior experience in SaaS businesses and familiarity with 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; 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; 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

Location

Remote-first workspace