Overview
This role is responsible for financial planning and analysis leadership, including ownership of Workday Adaptive Planning administration and ongoing forecasting and budgeting. The position partners with senior and service line leaders to analyze trends, forecast financial impact, and support strategic decision-making.
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.
- Serve 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, identifying discrepancies and driving resolution.
- Clearly 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 is required.
- 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
Compensation for this role will be determined based on a variety of factors, including qualifications, skills, competencies, and relevant experience.
Benefits described for this role include:
- 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 provided description.
Equal Employment Opportunity
The organization is an equal opportunity workplace and complies with state and federal affirmative action requirements. 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.
Additional Notes
- This role reports to the Director of Finance.