EDB · 2 weeks ago

Senior Financial Analyst – FP&A

United States

Full-time

Remote

Mid, Senior Level

4+ years exp

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Responsibilities

Participate and lead specific aspects of the annual budgeting and quarterly forecasting processes.

Develop and maintain dynamic financial models to support strategic decision-making.

Analyze key financial and operational metrics, delivering actionable insights to leadership.

Build and maintain financial reports, dashboards, and key performance indicators (KPIs) in Workday Adaptive Planning.

Prepare and present monthly and quarterly financial packages for senior leadership and stakeholders.

Conduct variance analysis, identifying trends and drivers behind performance deviations.

Support subscription-based revenue forecasting, customer lifetime value (CLTV), churn, and retention analyses.

Collaborate with cross-functional teams (e.g., Sales, Product, and Operations) to align financial forecasts with business strategies.

Monitor and evaluate the financial impact of SaaS-specific metrics such as Annual Recurring Revenue (ARR).

Serve as the Workday Adaptive Planning administrator, managing user access, model updates, and system configurations and optimization.

Partner with IT/HR/Sales to optimize Adaptive Planning functionality and integration with other systems. (Salesforce and Workday HCM)

Identify opportunities to improve FP&A processes, tools, and workflows for increased efficiency and accuracy.

Drive automation and scalability initiatives to support the company’s growth.

Qualification

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Workday Adaptive PlanningFinancial ModelingSaaS Business ModelsExcelTableauPower BINetSuiteSalesforceGoogle Sheets