Overview
This role involves serving as a Senior FP&A Analyst within the Finance Transformation organization, supporting the evolution, optimization, and day-to-day management of financial systems. Key areas include an Enterprise Performance Management (EPM) tool (Workday Adaptive Planning) and related processes.
You will partner with internal stakeholders to enhance budgeting, forecasting, and reporting workflows. Responsibilities include system administration and configuration, end-user support and training, documentation, and delivering projects and enhancements that improve efficiency and data integrity.
Responsibilities
- Build and enhance scalable, cross-functional financial models and reporting processes, partnering with FP&A stakeholders to support key planning cycles including forecasts, monthly/quarterly reporting, annual budget planning, and long-range planning (LRP)
- Audit, validate, and improve data integrity across financial systems by designing controls, investigating anomalies, and working directly with business users and process owners to ensure high-quality outputs and confidence in reported metrics
- Support system evolution initiatives, including EPM upgrades, ERP integrations, and new configuration rollouts; participate across the system development lifecycle (requirements gathering, testing, training, and go-live support)
- Maintain and evolve documentation related to financial systems, including end-user training materials, system configuration requirements, and process guides
- Oversee and contribute to financial systems projects by managing timelines, deliverables, stakeholder communication, and risk mitigation; lead testing and change management for major system updates, integrations, and configuration changes
- Foster cross-functional collaboration across Finance, HR, IT, and other key teams to plan, coordinate, and execute projects and process improvement initiatives
Minimum Qualifications
- 8+ years of experience in financial systems, FP&A, or business systems roles, with a strong track record of driving system improvements and supporting complex planning and reporting processes
- Bachelor’s degree in finance, accounting, economics, or a related field; MBA or advanced degree in finance/business, a plus
- Proficiency in enterprise financial applications, including Workday Adaptive Planning, SAP, Workday HCM, Snowflake, Power BI
- Excellent communication, presentation, and facilitation skills, with a proven ability to collaborate and influence across all levels of leadership
- Strong people leadership experience, including managing teams in complex, matrixed environments and building high-performing teams
- Solid foundation in financial forecasting, budgeting, and variance analysis, and accounting principles; ability to translate data into actionable insights for business stakeholders
- Strong analytical thinking and attention to detail, with a proactive mindset toward process efficiency and problem-solving
- Proven ability to juggle multiple priorities and projects while delivering accurate and timely results in a fast-paced environment
- Strong analytical, communication, and organizational skills, with an ability to manage change while considering downstream impacts on systems, data flows, and business processes
Compensation & Benefits
- Salary transparency (U.S.-based roles): starting base salary expected between $109,000 and $196,020
- Offers are based on experience and geographic location and may exceed this range
- Compensation package may include annual cash bonuses, commissions for sales roles, stock grants, and a comprehensive benefits package
Location
- U.S.-based role (salary range applies to U.S.-based roles)
Additional Information
- This role may require in-person onboarding and/or in-person ID verification.
- Equal employment opportunity considerations apply without regard to legally protected characteristics, consistent with applicable law.