Senior Financial Planning Analyst
Job Summary
This role acts as a strategic partner to the CFO, overseeing the end-to-end budgeting season and driving the finance department's systems transformation. The successful candidate will lead long-range financial modeling while managing the migration to a new Workday ERP platform. It is a high-impact position focused on predictive analytics, workflow optimization, and executive reporting.
Responsibilities
- Lead corporate budgeting, forecasting, and long-range modeling.
- Manage Workday ERP implementation and workflow mapping.
- Act as strategic advisor to CFO for executive reporting.
- Develop advanced reporting dashboards via Excel and Power BI.
- Collaborate cross-functionally on data architecture.
Required Skills
- 5-8+ years of corporate FP&A experience.
- Expertise in financial modeling and scenario analysis.
- Proficiency in Workday Financials/Adaptive Planning or major ERP systems.
- Advanced Excel and Power BI skills.
- Strong communication and data storytelling ability.
Job Details
Responsibilities:
- Lead the end-to-end corporate budgeting, forecasting, and long-range modeling frameworks to deliver sophisticated, predictive business insights.
- Map out legacy finance workflows and build out new frameworks within the Workday platform ahead of its critical October launch.
- Act as a strategic sounding board for the CFO, translating complex data structures into compelling operational narratives for executive leadership.
- Collaborate cross-functionally with People & Culture and Operations to ensure clean data architecture between Finance systems and upcoming HR/HCM modules.
- Architect dynamic dashboards and reporting mechanisms using Excel and Power BI to empower profit-center leaders.
Qualifications:
- 5 to 8+ years of progressive, post-graduate experience specializing heavily in corporate FP&A, financial modeling, and scenario analysis.
- Background working within a billable-hour environment (such as law, engineering, accounting, or management consulting firms) is highly desired.
- Strong familiarity with Workday Financials or Workday Adaptive Planning is preferred. Candidates with strong administration experience in other major ERP environments (e.g., Microsoft Dynamics NAV) will be considered.
- Exceptional communication skills with a proven ability to 'tell the story' behind technical data to non-finance stakeholders.
- Bachelor’s degree in Finance or Accounting. Holding an MBA, holding a CPA/CFA designation, or actively tracking toward completion is preferred.