Overview
This role supports financial planning, forecasting, and reporting by serving as an internal subject matter expert for Workday Adaptive Planning. The position partners with senior and service line leaders to analyze business trends, forecast financial impact, and provide timely reporting for leadership.
Responsibilities
- Serve as the internal administrator and subject matter expert for Workday Adaptive Planning, managing system maintenance, model builds, integrations, formulas, and Office Connect.
- Own rolling forecasts and annual budgeting, ensuring accurate modeling across revenue, labor, medical, vendor, and corporate costs.
- Partner with senior and service line leaders to analyze business trends, forecast financial impact, and support strategic decision-making.
- Deliver timely financial and operational reporting for leadership, sponsor meetings, and business reviews.
- Act as a finance partner to corporate functions, supporting cost management, vendor spend, variance analysis, and project tracking.
- Ensure data alignment across Adaptive Planning, Power BI, and Workday; identify discrepancies and drive resolution.
- Communicate financial assumptions, risks, trends, and business implications to leadership.
- Prepare ad-hoc financial analyses and reporting to address critical, time-sensitive business needs.
Requirements
- Bachelor’s degree in Accounting, Finance, Economics, or a related field is required.
- 4+ years of progressive experience in FP&A, corporate finance, or related analytical roles.
- 3+ years of hands-on Workday Adaptive Planning experience, including back-end support, forecasting, model management, and Office Connect.
- 1+ year of experience in Workday ERP is preferred.
- Knowledge of the healthcare industry is preferred.
- Workday/Adaptive Insights certifications a plus.
- CPA or CFA a plus.
- Strong understanding of Adaptive Insights (Workday Planning), including ongoing maintenance, model building, integrations, formulas, and Office Connect.
Compensation & Benefits
- Base salary: $120,000-$130,000 (based on the company’s good faith estimate at the time of posting). Actual pay will be determined based on factors such as education, experience, skills, and internal equity.
- Tuition reimbursement for full-time staff and continuing education opportunities for all employees at no cost
- Opportunities for advancement
- Comprehensive insurance plans for medical, dental, and vision benefits
- 401(K) with employer match
- Paid time off, paid holidays, family, and pet bereavement
- Pet insurance
Location
Not specified in the job posting.
Reporting
Reports to the Director of Finance.
Equal Employment Opportunity / E-Verify
- Equal Employment Opportunity: individuals are recruited, hired, assigned, and promoted without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, protected veteran status, or any other protected characteristic. Assistance is available for individuals who require accommodations during the application or recruitment process.
- E-Verify participation after a job offer is accepted and Form I-9 is completed.