Senior Financial Analyst - Adaptive Planning Expert

Position Summary

We are seeking a highly skilled Senior Financial Analyst with advanced expertise in Workday Adaptive Planning, including HTML reporting, OfficeConnect, Adaptive Dashboards, and overall Adaptive Planning functionality. This role will be pivotal in driving financial reporting excellence, supporting FP&A processes, and delivering actionable insights through robust reporting and visualization tools.

Key Responsibilities

• Adaptive Planning Expertise: Develop, maintain, and optimize reports using HTML and OfficeConnect reporting tools;
• Design and manage Adaptive Dashboards; Serve as subject matter expert for Adaptive Planning.
• Financial Reporting & Analysis: Prepare and deliver accurate, timely, and insightful financial reports; Create dynamic visualizations and dashboards; Support forecasting and budgeting processes.
• FP&A Support: Partner with business functions to provide financial analysis, scenario modeling, and decision support; Analyze variances and recommend corrective actions.
• Accounting & Compliance: Apply strong accounting knowledge to ensure accurate financial statements and adherence to GAAP; Collaborate with accounting teams to reconcile data and validate reporting integrity.

• Bachelor s degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.
• 5+ years of experience in FP&A or financial analysis roles.
• Advanced proficiency in Workday Adaptive Planning, including HTML reporting, OfficeConnect, and dashboard creation.
• Strong understanding of financial modeling, forecasting, and variance analysis.
• Advanced Excel and data visualization skills.
• Excellent communication and presentation skills.