Drake Software ยท 5 hours ago
Financial Reporting Analyst
United States
Full-time
Remote
Mid, Senior Level
5+ years exp
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Hiring Manager
Alexandra H.
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Responsibilities
Configure and maintain the Adaptive Planning system to meet the evolving needs of the organization, ensuring it operates efficiently and effectively.
Consolidate operational and financial data into forecasting software for streamlined reporting.
Ensure data integrity and accuracy within the system through regular audits and validation processes.
Provide ongoing support to users, troubleshooting issues and ensuring timely resolution.
Consolidation of monthly / quarterly / annual reporting; provide variance analysis.
Creation of ad hoc reports that provide insights and analysis to support strategic decision-making and financial planning processes.
Develop and maintain dashboards and reports to provide real-time visibility into financial performance and key metrics.
Assist with preparation and monitoring of budget and forecast.
Serve as the subject matter expert for reporting sources and tools; collaborate with other Financial Analysts to ensure comprehensive knowledge of reporting responsibilities.
Identify opportunities for process improvements and automation within the financial planning and analysis functions.
Implement best practices to streamline workflows and enhance system performance.
Stay current with industry trends and advancements in financial planning technology to continuously improve the system and processes.
Work closely with cross-functional teams, including Finance, IT, and Marketing, to ensure the FP&A reporting structure meets the needs of all stakeholders.
Communicate effectively with team members and leadership, providing updates on system performance, issues, and enhancements.
Qualification
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Required
Strong understanding of financial planning, budgeting and forecasting processes.
Proficiency in using Workday and Adaptive Planning, including building models, creating reports, and administering the platform.
Familiarity with SQL, Tableau, Snowflake, Salesforce.
Strong analytical skills with the ability to interpret financial data and communicate insights effectively.
Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams.
Ability to work independently with strong organizational skills, including effective time management and prioritization of competing demands and multiple deadlines.
Detail-oriented with a focus on data accuracy and integrity.
High proficiency in Microsoft Excel. Experience in formula building/modeling.
Team player that embraces change and thrives in a fast-paced environment.
5+ years relevant experience
Company
Drake Software
Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. It is a sub-organization of Cinven.
501-1,000 employees
Funding
Current Stage
Late StageLeadership Team
Sugata Mukhopadhyay
Group CTO, Drake Software & TaxAct
Company data provided by crunchbase
