Senior Financial Reporting Analyst

Global Teaching Partners • Office - South Carolina, SC

5d

About The Position

The Senior Financial Reporting Analyst is responsible for supporting financial reporting, financial analysis, budgeting, forecasting, risk management activities and lender reporting compliance across the organization, while serving as a power user and subject matter expert for Workday Adaptive Planning. This role assists in the preparation of accurate and timely financial statements, management reporting, and planning deliverables while ensuring adherence to Generally Accepted Accounting Principles (GAAP) and company policies.

The Senior Financial Reporting Analyst partners closely with Accounting, Finance, and operational leaders to analyze financial results, investigate variances, support forecasting and budgeting activities, and provide actionable insights to drive business performance. This position serves as a key contributor to financial reporting enhancements, process improvements, system implementations, and compliance initiatives, with a strong emphasis on leveraging Workday Adaptive Planning, NetSuite, and other financial systems to support the organization's reporting and planning needs.

Requirements

• Bachelor's degree in Finance or Accounting required
• Minimum of 4-7 years of progressive financial reporting, budgeting, and forecasting experience.
• Minimum of 2 years of hands-on experience with Workday Adaptive Planning required.
• Experience developing and maintaining organization structures, workflows, models, reports, and dashboards in Workday Adaptive Planning.
• Advanced proficiency with Microsoft Office products, particularly Excel, Word, PowerPoint, and Outlook.
• Strong data analytics, financial modeling, and reporting experience.
• Experience supporting organizations with credit facilities, private equity ownership, or leveraged capital structures.
• Advanced proficiency in Workday Adaptive Planning, including budgeting, forecasting, financial modeling, reporting, dashboard creation, and variance analysis.
• Strong understanding of GAAP and industry-standard accounting practices.
• Thorough knowledge of financial statements, general ledger accounting, and account reconciliation processes.
• Ability to research and interpret accounting guidance and apply technical accounting concepts.
• Strong financial analysis, problem-solving, and critical-thinking skills.
• Advanced Microsoft Excel skills, including PivotTables, lookups, financial modeling, and data analysis.
• Ability to gather, organize, and interpret large volumes of financial data.
• Strong written and verbal communication skills with the ability to present financial information to various audiences.
• Excellent organizational, time-management, and prioritization skills.
• Ability to work independently while managing multiple priorities and deadlines.
• Demonstrated commitment to accuracy, integrity, confidentiality, and professional ethics.
• Ability to collaborate effectively across departments and build strong working relationships.

Nice To Haves

• CPA designation, CPA candidate status, or Master's degree in Finance or Accounting preferred.
• Experience with NetSuite preferred
• Experience with Revenue Recognition modules a plus.
• Experience with financial reporting systems, budgeting tools, and business intelligence solutions preferred.
• Experience supporting financial consolidations, intercompany eliminations, and segment reporting preferred.

Responsibilities

• Assist in preparing monthly consolidated financial statements, including income statements, balance sheets, and cash flow statements with an understanding of key financial drivers.
• Prepare a comprehensive monthly financial reporting package, inclusive of operational KPIs, with accurate, timely, and actionable financial insights.
• Support the monthly close processes for business units and consolidated financial reporting with the assistance of the accounting team.
• Prepare detailed departmental SG&A expense reports and investigate significant variances, trends, and fluctuations by partnering with department leaders and management.
• Contribute to the preparation of Board presentations and other executive leadership materials, ensuring clear and insightful financial information.
• Review financial data and reports for completeness, accuracy, and compliance with accounting policies and procedures for both internal and external stakeholders.
• Prepare and coordinate quarterly lender reporting packages, including covenant calculations, compliance certificates, borrowing base reports, liquidity reporting, and supporting schedules.
• Administer and support Workday Adaptive Planning, including financial models, reporting structures, budget templates, dashboards, and forecast processes.
• Prepare and maintain recurring financial reports, dashboards, and analyses using Workday Adaptive Planning.
• Assist with budgeting, forecasting, and long-range planning processes.
• Assist with the implementation and optimization of financial systems and reporting tools to improve efficiency and reporting capabilities.
• Prepare ad hoc reports, financial models, presentations, tables, and exhibits as requested by leadership.
• Recommend process improvements that enhance reporting accuracy, efficiency, and scalability.
• Assist leadership with special projects, business initiatives, and strategic analyses.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior