Finance Planning and Analyst

Rootshell Enterprise Technologies • Palo Alto, CA

3d

About The Position

This role is responsible for maintaining the financial forecasting system and providing consolidated financial information that helps business executives make informed decisions. Reporting to the Director of Corporate Finance, the position supports company-wide reporting and manages the Adaptive FP&A planning software. It analyzes and reports financial results, including variances to plan and forecast, and highlights key issues, risks, and business drivers. The role partners with Accounting on changes to financial statement presentation, consolidates forecasts and prepares presentations for senior executives, manages data integrations into Adaptive from NetSuite, Workday HCM, and other source systems, and provides ad hoc analysis and support for financial projects. Other duties may be assigned.

Requirements

• Proven success in stakeholder management, with the ability to serve as a trusted advisor and gain a seat at the table with the leadership team.
• Success creating and communicating operational and financial results at an executive level.
• Expertise with Adaptive Insights.
• Strong analytical ability and domain expertise in financial statements.
• Clear and confident communication skills.
• Experience designing and implementing systems or application solutions.

Responsibilities

• Maintain the financial forecasting system and provide consolidated financial information for business executives.
• Perform company-wide reporting and manage the Adaptive FP&A planning software.
• Analyze and report financial results, including variances to plan and forecast, and identify key issues, risks, and business drivers.
• Partner with Accounting to understand or implement changes in financial statement presentation.
• Consolidate financial forecasts and prepare presentations for senior-level executives.
• Manage data integrations into Adaptive from NetSuite, Workday HCM, and other source systems as appropriate.
• Provide ad hoc analysis and participate in other financial projects.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed