Responsibilities
- Assist in the preparation of annual budgets, forecasts, and long-range financial plans to enable strategic company-wide decision-making
- Support the monthly financial reporting process, including variance analysis and management reporting
- Develop and maintain financial models for existing and new business units and projects
- Collaborate with FP&A leadership to gather business requirements and translate them into scalable planning and reporting solutions, including automated dashboards and recurring reports
- Lead the development and ongoing maintenance of automated dashboards and reports (e.g., within Workday and other planning/reporting tools)
- Support financial system integrations and data flows that enable accurate and timely reporting
- Create multi-dimensional, attribute-level reporting to provide visibility across key business perspectives
Requirements
- 5+ years' experience with FP&A or strategic finance at a financial services firm or small to mid-size company with complex financial reporting and budgeting requirements
- Proven experience building dashboards and variance reports in FP&A planning/reporting tools
- Advanced proficiency in Microsoft Excel
- Experience working with modern accounting software and systems (Workday preferred)
- Strong understanding of financial statements, budgeting, and planning processes
- Bachelor’s Degree in Accounting or Finance (MBA preferred)
Preferred Qualifications
- Experience with Workday Adaptive Planning (including dashboarding and reporting)
- Skills with Tableau or other BI tools
