Senior Financial Analyst

Overview

This role supports financial planning and decision-making as the organization scales. The FP&A Analyst partners with Finance and other G&A functions (including HR, Legal, Finance, Facilities, and more) to drive transparency and efficiency in financial planning, while also administering and optimizing Workday Adaptive Insights.

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, etc.)
• Oversee data integrity of the Adaptive Insights instance, leading tie outs between NetSuite and Adaptive, as well as Workday and Adaptive, so source systems are aligned

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
• Support ad hoc analysis and scenario modeling to assist 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, 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 and proficiency with financial modeling and reporting
• Excellent communication and interpersonal skills, with a collaborative approach to cross-functional work
• Self-starter able 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
• Benefits include:
  • Health & Wellness: Medical, Dental, Vision, Life Insurance, and an 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 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: On-going education through LinkedIn Learning, Workday Learning, and a Career Growth Portal
• Company Stock Options: Every employee is an owner in the company

Location

Remote-first workspace