Senior Associate, Financial Planning & Analysis

GoodLeap•San Francisco, CA

About The Position

The Senior Associate of Financial Planning & Analysis is a hands-on contributor to GoodLeap's consolidated financial planning, forecasting, and reporting cycles. This role owns regular deliverable production across budgeting, forecasting, variance analysis, and management reporting — working across business units and partnering with Finance leadership to translate financial results into actionable insights. The Senior Associate maintains alignment between GAAP and management reporting, ensures data integrity across Workday Financials through to implementation of Adaptive Planning, and supports continuous improvement of the models and processes that underpin financial decision-making. The Senior Associate is accountable for the quality and integrity of all routine reporting outputs, including monthly and quarterly close packages, board materials, and executive presentations and is expected to operate with a high degree of independence on recurring workstreams, enabling Finance leadership to focus on analysis and strategic decision support.

Requirements

Bachelor's degree in finance, accounting, economics, or related field required
4-6 years of progressive experience in FP&A or a combination of FP&A and corporate or public accounting
Advanced Excel skills including complex formulas, financial modeling, and pivot tables
Strong understanding of corporate finance, GAAP, and management reporting concepts
Experience working with large datasets and across multiple systems
Detail-oriented with strong data integrity discipline and a systematic approach to model tie-outs and reconciliations
Ability to synthesize financial results into clear written narratives and leadership-ready summaries
Comfortable managing multiple deliverables under tight close deadlines in a fast-moving environment
Demonstrated curiosity about and experience applying AI tools (e.g., Claude, Copilot) to automate or accelerate recurring FP&A workflows such as variance commentary, data preparation, or report drafting; willingness to champion adoption across the team

Nice To Haves

Fintech or banking industry experience preferred
MBA, CPA, or CFA a plus
Power Query a plus
Experience with Workday Financials and/or Adaptive Planning is a plus
basic to intermediate SQL a plus
Familiarity with BI tools such as Tableau or Power BI a plus

Responsibilities

Support the annual budget build across business units, including model maintenance, BU coordination, and consolidation; support quarterly reforecast cycles and long-range planning activities.
Prepare and maintain recurring close reporting packages across business units with a standard of accuracy and completeness that requires minimal senior review; support Finance leadership in summarizing results and preparing materials for executive leadership and Board presentations, producing polished, leadership-ready outputs that are factually tight and clearly structured.
Respond to business-driven analytical requests across topics such as headcount, production, and operational performance; synthesize findings into clear outputs for Finance leadership and business stakeholders.
Support the buildout of Workday financial reporting capabilities to support BU finance partners and the implementation of Adaptive Planning; maintain data integrity, hierarchies, and tie-outs across financial systems.
Optimize data structure and reporting production work flows to scale with the business and enhance efficiency, while maintaining quality.
Proactively identify opportunities to automate recurring manual processes (e.g., data pulls, formatting, reconciliations) using tools such as Power Query, Excel macros, or AI-assisted scripting.