FP&A Analyst, Systems & Financial Planning

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership of and manage the Workday Adaptive Planning environment, which includes model structure, data integrations, and ongoing upkeep.

• Oversee data transactions in and out of Adaptive, interfacing with ERP, CRM, and data warehouse systems.

• Create and sustain automated consolidated financial reporting files for monthly Senior Leadership Team (SLT), Board, and investor evaluations.

• Assess and expand the planning tool by integrating new modules, workflows, and connections.

• Supervise expense budgeting along with comprehensive Profit & Loss (P&L) reporting.

• Collaborate with executive leadership to forecast bookings, revenue, labor, and EBITDA performance.

• Lead the forecasting and performance analysis of Annual Contract Value (ACV) and Annual Recurring Revenue (ARR), focusing on bookings, expansion, churn, and net revenue retention.

• Provide monthly, quarterly, and annual forecasts along with variance analyses.

• Facilitate the complete annual operating planning process.

• Counsel department and functional leaders by converting financial data into actionable narratives.

• Recognize opportunities to automate manual processes and enhance financial analysis.

• Communicate financial results and insights effectively to executive leadership.

⛳️ Requirements

• A minimum of 4 years of progressive Financial Planning and Analysis (FP&A) experience, preferably in a SaaS, subscription-based, or private equity-backed company.

• Hands-on experience in implementing and/or managing Workday Adaptive Planning; proficiency in model design, system data flows, and ongoing oversight is essential.

• Familiarity with ACV, ARR, bookings, churn, Net Revenue Retention (NRR), and expansion revenue metrics.

• Experience in full P&L or expense-vertical ownership.

• Proven ability to develop scalable reporting infrastructure and automated, board-ready reporting packages.

• Strong skills in financial modeling and forecasting.

• Comfort in engaging directly with C-suite stakeholders.

• A Bachelor's degree in Finance, Accounting, or a related discipline is required.

• A self-starter attitude with a focus on automation, process enhancement, and continual learning.

• Preferred qualifications include advanced certifications, experience with additional financial systems such as OfficeConnect, NetSuite, or Salesforce, proficiency in BI/visualization tools like Power BI or Tableau, structured financial development or rotational program experience, and experience in a fast-growth or private equity-backed environment.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• Generous vacation policy and paid time off.

• Opportunities for professional development and growth.

• Collaborative and inclusive work environment.