Senior Financial Analyst

Overview

This role supports financial planning and decision-making as the organization scales. You will partner with Finance and G&A functions to drive transparency and efficiency in financial planning, while also administering and optimizing Workday Adaptive Insights.

Responsibilities

Adaptive Insights Administration (40%)

• Serve as the 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)
• Oversee data integrity of the Adaptive Insights instance, leading tie-outs between NetSuite and Adaptive as well as Workday and Adaptive to ensure alignment across source systems

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
• Assist with ad hoc analysis and scenario modeling to support 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 skills, including proficiency with financial modeling and reporting
• Excellent communication and interpersonal skills with a collaborative approach to cross-functional work
• Self-starter with the ability to plan effectively, multi-task, and meet deadlines in a remote-first environment
• Prior experience in SaaS businesses, including understanding core SaaS metrics, preferred

Preferred Qualifications

• Power user experience with Workday Adaptive Insights
• Prior experience in SaaS businesses with understanding of core SaaS metrics

Compensation & Benefits

Base Salary Range

• $88,000.00 - $121,000.00

Additional notes:

• Some roles may also be eligible for overtime pay.
• Actual base pay varies based on job-related skills and individual qualifications assessed during the interview process.
• The total rewards package may include additional components such as equity and variable pay plans (if applicable).

Benefits

• Company Stock Options
• Health & Wellness: Medical, Dental, Vision, Life Insurance; 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 per 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: Ongoing education through LinkedIn Learning, Workday Learning, and a career growth portal

Location

Remote-first workspace.