FP&A Systems Analyst

AHSG•Frisco, TX

1d•$90,000 - $105,000•Hybrid

About The Position

The FP&A Systems Analyst is responsible for owning and optimizing financial planning systems, data workflows, and reporting infrastructure to support forecasting, budgeting, and decision-making across the organization. This role operates at the intersection of Finance, Technology, and Data, ensuring that financial systems and processes are accurate, scalable, and aligned with business needs. This individual serves as the primary owner of financial planning systems such as Workday Adaptive Planning and is responsible for maintaining data integrity, enhancing system capabilities, and enabling efficient financial processes. The role also supports automation and reporting improvements, helping to reduce manual effort and increase the speed and reliability of financial insights. This is a highly cross-functional role that partners closely with FP&A, Accounting, and Technology teams to build and maintain the infrastructure that supports financial planning and analysis.

Requirements

Bachelor’s degree in Finance, Accounting, Information Systems, Business, or related field
4–7 years of experience in FP&A, financial systems, business systems, or related roles
Strong experience with financial planning tools such as Workday Adaptive Planning, Anaplan, or similar
Solid understanding of financial planning processes including budgeting, forecasting, and variance analysis
Experience managing or supporting financial systems and data workflows
Strong analytical and problem-solving skills
Proficiency in Excel and financial modeling concepts
Ability to work cross-functionally with Finance, Accounting, and Technology teams
Strong attention to detail and data accuracy

Nice To Haves

Experience with system integrations, APIs, or data workflows
Familiarity with SQL or data querying tools
Experience with reporting or visualization tools such as Power BI
Exposure to automation tools or AI-assisted financial processes
Experience in high-growth or multi-entity environments

Responsibilities

Serve as the primary owner of financial planning systems such as Workday Adaptive Planning
Maintain system structure, hierarchies, dimensions, and user access
Ensure system configurations align with business and financial reporting needs
Support system updates, enhancements, and ongoing maintenance
Ensure accuracy, consistency, and integrity of financial data across systems
Manage data flows between source systems and financial planning tools
Validate data inputs and outputs used in forecasting, budgeting, and reporting
Identify and resolve data discrepancies in collaboration with Accounting and other teams
Build and maintain financial models, dashboards, and reporting outputs within planning systems
Support development of standardized reporting for budgeting, forecasting, and variance analysis
Enable self-service reporting capabilities for Finance and business stakeholders
Ensure reporting outputs are accurate, timely, and aligned with business requirements
Identify opportunities to improve financial processes through system enhancements and automation
Reduce manual data manipulation and streamline reporting workflows
Support implementation of automated data integrations and process improvements
Partner with Technology teams to improve system efficiency and scalability
Collaborate with FP&A team members to support budgeting, forecasting, and analysis processes
Partner with Accounting to ensure alignment between actuals and planning data
Work with Technology teams on system integrations, data pipelines, and enhancements
Support business stakeholders by improving access to financial data and insights
Support implementation of new financial tools, models, and system features
Participate in system upgrades, testing, and validation processes
Document system processes, configurations, and best practices
Contribute to long-term system strategy and scalability