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 functions to improve transparency and efficiency in financial reporting, budgeting, forecasting, and analysis. A key part of the position involves administering and optimizing Workday Adaptive Insights and ensuring reliable data alignment across source systems.

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 integrations with source systems (e.g., Workday Financials, NetSuite, BigQuery)
• Oversee data integrity for the Adaptive Insights instance, including 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 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
• Perform 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, 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 proficiency, including 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 environment
• 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 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 home office setup payment
• 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 Employment

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.