Senior Financial Analyst
Overview
This role is part of the Finance team and supports financial planning and decision-making as the organization scales. Responsibilities span financial reporting, recurring planning and budgeting processes, and administration/optimization of Workday Adaptive Insights. The position also partners with G&A functions (HR, Legal, Finance, Facilities, and others) to improve transparency and efficiency in planning.
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)
- Oversee data integrity of the Adaptive Insights instance, including tie outs between NetSuite and Adaptive, and between Workday and Adaptive, to ensure alignment across source systems
Financial Planning & Reporting (35%)
- Manage monthly and quarterly close reporting processes, including P&L commentary and analysis
- 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%)
- Act as main finance contact for G&A leaders; provide 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
- Collaborate 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, with proficiency 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 execute to deadlines in a remote-first workspace
- Prior experience in SaaS businesses and familiarity with core SaaS metrics preferred
Compensation & Benefits
Base Salary Range
- $88,000.00 - $121,000.00
Compensation is intended to reflect the impact of the role relative to market value. Some roles may also be eligible for overtime pay. The base pay range shown is the minimum and maximum target for salaries for the position nationwide. Actual base pay varies based on job-related skills and qualifications assessed during the interview process.
Benefits and Perks
- 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 a 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
Equal Opportunity
The organization is an equal opportunity workplace and is 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.