Play a critical role in the creation of the annual budget and quarterly forecasts
Collaborate with business leaders to inform revenue and expense estimates and create pro forma financial models that accurately forecast business performance and financial results
Work independently and regularly handle non-routine situations
Break down strategic problems and analyze data and information, to provide financial insights and recommendations
Employ Workday Adaptive Planning system to manage financial information and build planning models for workforce, revenue, and expenses
Track and review actuals versus budget and forecast estimates; prepare appropriate variance explanations and narrate the story behind key performance drivers
Advise on pricing and other decision-making around new initiatives, new clients, and other business opportunities, applying sound judgment and thorough financial analysis
Assist in preparation of executive and Board presentations, and investor materials
Assist with capital planning, scenario planning, and M&A as needed
Document work processes, including data sources and definitions
Work closely with Strategy and Analytics teams to define and monitor KPIs to measure business results against expectation
Partner with Accounting to deliver month-end close items and support audit (as needed)
Determine the financial impact of initiatives/ strategic business decisions, and incorporate the impacts into future financial forecasts/plans

BA/BS degree
2+ years of experience in consulting, finance, or FP&A at either a high-growth company or a large, well-established organization
Superior financial modeling, quantitative, and analytical skills; comfort creating scalable models
Excel fluency and strong PowerPoint skills, basic knowledge of SQL or data visualization a plus
Excellent communication and narrative storytelling/presentation skills
A collaborative approach and self-starter attitude
Familiarity with US GAAP; ability to communicate differences in GAAP and cash financials
Demonstrated experience or comfort with presenting to leaders
Experience using Adaptive Planning
preferred
Experience as a financial analyst supporting an IT organization

Analyst, Financial Planning & Analysis

Key skills