Overview
This role serves as a senior FP&A Systems Analyst and lead subject matter expert supporting financial planning systems, reporting automation, operational analytics, and finance technology optimization initiatives across the organization. The position bridges Finance, Technology, and Operations to improve financial reporting scalability, planning efficiency, and operational visibility through systems enhancements and advanced reporting capabilities.
The Sr. FP&A Systems Analyst leads financial systems optimization efforts, reporting automation initiatives, dashboard development, and operational analytics strategy while supporting budgeting, forecasting, and enterprise reporting processes. Work is performed with significant independence, with an expectation to influence reporting strategy, improve financial systems maturity, and mentor less experienced analysts without formal people management responsibilities.
Responsibilities
Financial Systems & Reporting Leadership
- Serve as the lead subject matter expert for FP&A systems, reporting platforms, and financial analytics tools
- Lead development, enhancement, and optimization of financial dashboards, automated reporting workflows, and operational analytics solutions
- Support budgeting, forecasting, and planning systems to improve reporting scalability and operational efficiency
- Ensure consistency, accuracy, and integrity of financial reporting data across systems and workflows
Reporting Automation & Analytics Optimization
- Design and implement automated reporting solutions that improve visibility, efficiency, and decision-making capabilities
- Develop dashboards, KPI scorecards, and reporting tools supporting operational and executive leadership teams
- Identify opportunities to reduce manual reporting effort through automation and workflow optimization
- Improve operational reporting maturity and scalability across the Finance organization
Financial Planning Systems Support
- Support financial planning and forecasting processes through systems configuration, reporting enhancements, and data optimization
- Maintain planning models, financial hierarchies, reporting structures, and data governance standards
- Assist with scenario modeling and operational reporting enhancements supporting strategic decision-making
- Support development of scalable reporting frameworks aligned with organizational growth
Cross-Functional Partnership
- Partner closely with Finance, Technology, Operations, Accounting, Payroll, and executive stakeholders to improve financial reporting capabilities and operational visibility
- Collaborate with operational leaders to develop reporting solutions aligned with business needs and strategic priorities
- Support enterprise reporting initiatives and operational analytics projects across business units
- Serve as a bridge between technical reporting capabilities and operational finance needs
Process Improvement & Systems Optimization
- Identify opportunities to improve financial reporting workflows, planning processes, and systems integration capabilities
- Lead initiatives focused on finance systems optimization, reporting standardization, and operational scalability
- Participate in system implementations, upgrades, testing, and operational transformation initiatives
- Support governance and standardization of reporting definitions, KPI structures, and financial data management practices
Data Integrity, Governance & Operational Consistency
- Ensure financial reporting data is accurate, reliable, and aligned across systems and operational processes
- Support validation and reconciliation of financial data sources and reporting outputs
- Maintain reporting documentation, process standards, and operational controls related to financial systems and analytics
- Identify and resolve reporting inconsistencies, data quality concerns, and workflow gaps
Mentorship & Technical Leadership
- Mentor analysts and team members on reporting tools, dashboard development, automation techniques, and financial systems best practices
- Provide guidance on financial reporting standards, data visualization approaches, and systems capabilities
- Support knowledge sharing and operational consistency across Finance reporting and analytics functions
- Serve as a technical and operational escalation resource for reporting and systems-related concerns
Requirements
- Bachelor’s degree in Finance, Accounting, Information Systems, Business Analytics, Data Analytics, or related field
- 6+ years of experience in FP&A systems, financial reporting, business intelligence, or operational analytics roles
- Advanced experience with Power BI, dashboard development, financial systems, and reporting automation
- Strong understanding of budgeting, forecasting, financial planning, and operational reporting processes
- Experience supporting financial systems implementations, reporting optimization, or workflow automation initiatives
- Strong analytical, organizational, and operational problem-solving skills
- Advanced proficiency in Excel, reporting tools, and financial systems platforms
- Ability to manage complex reporting initiatives independently in fast-paced environments
- Strong written and verbal communication skills
Preferred Qualifications
- Experience with planning and reporting tools such as Workday Adaptive Planning, Power BI, Tableau, SQL, or similar platforms
- Experience in healthcare staffing, workforce solutions, or service-based industries
- Familiarity with ERP systems and financial data structures
- Exposure to automation technologies, AI-assisted reporting workflows, or advanced analytics solutions
- Experience supporting executive dashboards, operational scorecards, or enterprise reporting initiatives
Compensation & Benefits
- Expected base salary range: $120,000 to $140,000 annually
- Final compensation will be determined based on factors including skills, qualifications, experience, and location.
Location
- Hybrid for candidates located within a reasonable commuting distance to Edmond, OK or Frisco, TX offices
- Candidates outside a reasonable distance from either office are eligible for a fully remote arrangement