Corporate - Senior Financial Analyst, Adaptive Planning

Transforming Age is seeking a Senior Financial Analyst specializing in Adaptive Planning. The role involves leading the implementation and optimization of Adaptive Planning for FP&A activities, developing financial models and forecasts, and providing actionable recommendations based on financial analysis.

Responsibilities:

• Leads and manages the implementation, optimization, and maintenance of Adaptive Planning for FP&A activities
• Develops, maintains, and improves financial models, forecasts, and budgets within Adaptive Planning
• Analyzes financial results, trends, and variances; provide clear, actionable recommendations
• Partners with business units to gather inputs, understand drivers, and support strategic planning initiatives
• Drives process improvements and automation within FP&A, leveraging Adaptive Planning capabilities
• Ensures data integrity, accuracy, and consistency in financial reports and dashboards
• Trains end-users on Adaptive Planning processes and best practices
• Assists with all aspects of the annual budget process from start to finish for the organization and any entity under a management contract with Transforming Age including preparation of budget package for the Board
• Assists with the management of the budget models and/or budget software used in the annual budget process
• Analyzes and monitors current and past financial trends to assess performance against key industry metrics
• Prepares and presents financial reports, dashboards, charts, and graphs that summarize and communicate the results of the analysis
• Supports ad-hoc analysis and special projects as required
• Works closely with operational team members and leadership
• Attends and/or participates in Transforming Age Accounting Department meetings and other ad hoc teams, as requested
• Supports the Mission, Vision, and Values of Transforming Age in all areas of responsibility
• Performs other duties as assigned

Requirements:

• Bachelor's degree in Accounting, Finance or related field
• 5+ years of experience in financial analysis, FP&A, or related roles, ideally within a corporate environment
• 2+ years of hands-on experience with Workday Adaptive Planning is required
• Strong proficiency in financial modeling, forecasting, and data analysis
• Advanced Excel skills
• Excellent communication and presentation skills, with an ability to convey complex financial concepts to non-financial stakeholders
• Proven track record of process improvement and driving automation initiatives
• Ability to work independently and collaboratively in a fast-paced environment
• Strong attention to detail and analytical thinking
• Uses discretion in handing confidential information
• Ability to interpret and communicate complex financial data and concepts in a clear and concise manner
• Experience with ERP systems and BI tools is a plus