Senior Financial Analyst

Overview

This role supports the organization’s financial planning and decision-making as it scales. The FP&A Analyst partners with Finance and G&A stakeholders to improve transparency and efficiency in financial planning, with additional ownership of Workday Adaptive Insights administration 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 integration with source systems (e.g., Workday Financials, NetSuite, BigQuery)
• Oversee data integrity for the Adaptive Insights instance by leading tie-outs between NetSuite and Adaptive, as well as Workday and Adaptive, ensuring source systems are aligned

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
• 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, including planning of 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 proficiency, including 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 meet 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
• Health & wellness benefits (Medical, Dental, Vision, Life Insurance) and HSA company contribution
• Fertility benefits (IVF/fertility drug coverage) and paid family and caregiver’s leave
• 401(k) with a 4% match and disability insurance
• Generous vacation time, 4 company wellness days per year, and 1 floating holiday
• One-time $500 payment to set up a home office
• Free subscription to Calm and an Employee Assistance Program
• Pet insurance options available
• Ongoing education through LinkedIn Learning, Workday Learning, and a career growth portal

Equal Opportunity

Equal employment opportunity is provided 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.