Corporate - Senior Financial Analyst, Adaptive Planning

Transforming Age

1d•Remote

About The Position

Our Sr. Finance Analyst, Adaptive Planning: 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; experience with ERP systems and BI tools is a plus.
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.

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.