Senior Financial Analyst

Overview

This role serves as a strategic finance partner for cost support and analysis across product and shared services areas, supporting multiple business units including JSTOR, JSTOR Stewardship, Portico, and Ithaka S+R.

The Senior Financial Analyst is an individual contributor focused on forecasting, long-range planning, and financial systems optimization in a SaaS and hybrid revenue environment. Responsibilities include developing clear financial narratives, strengthening planning infrastructure, and ensuring financial systems—particularly Workday Adaptive Planning and Acumatica—produce reliable, scalable insights for executive decision-making.

Responsibilities

Strategic financial partnership

• Serve 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 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.
• Lead preparation of 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 and maintain software, cloud, and other purchase order details in the planning system to support accurate forecasting.
• Manage headcount and payroll budget and maintain open positions to ensure accurate forecasting.

Systems & infrastructure

• Act as a power user of Workday Adaptive Planning, ensuring models, versions, allocations, and reporting structures are clean and scalable.
• Act as a power user of Databricks and Tableau, providing ongoing support and enhancements for allocated product line financial results dashboards.
• Partner with Accounting to ensure integrity of data flows 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.
• Elevate reporting from static output 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.
• Experience in SaaS or hybrid subscription and services business models preferred.
• 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.
• Familiarity with automation, AI-assisted analysis, or advanced analytics tools a plus.

Preferred Qualifications

• Experience supporting product line financial results dashboards using Databricks and Tableau.
• Demonstrated experience with forecasting governance, system documentation, and reporting integrity processes.

Compensation & Benefits

• Starting salary range: $76,320 - $95,400 per year.
• Starting pay may vary based on job-related knowledge, skills, and experience.
• Total compensation package for benefits-eligible employees includes:
  • 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
  • Additional benefits as described by the employer
• The employer may make changes to benefits programs from time to time.

Location

• Physical offices in New York and Ann Arbor, Michigan.
• Employees are distributed across the continental United States.
• At this time, candidates are not considered if they are unable to work and reside in the continental U.S.

Work Authorization and Sponsorship

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