Senior Financial Analyst

Overview

This role supports the organization’s financial planning and decision-making as it scales. You will help manage core financial reporting processes, administer and optimize Workday Adaptive Insights, and partner with G&A functions (HR, Legal, Finance, Facilities, etc.) to improve transparency and efficiency in financial planning. The position sits at the intersection of financial systems and processes, providing visibility into how the business operates.

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, including tie outs between NetSuite and Adaptive, as well as Workday and Adaptive, to ensure 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 for growth initiatives

G&A Business Partnering (25%)

• Serve as the main finance contact for G&A leaders, providing budget vs. actuals analysis, headcount planning, and strategic initiative forecasting
• Facilitate quarterly planning cycles with G&A business leaders, including 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 proficiency, with experience 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 meet deadlines in a remote-first environment
• Prior experience in SaaS businesses, with understanding of 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) 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
• Home office: one-time $500 payment
• Mental health support (free Calm subscription 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 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.