Senior FP&A Analyst

InterSystems • Boston, MA

4d • Onsite

About The Position

We are seeking a Senior FP&A Analyst to support company-wide financial planning, forecasting, and performance reporting for a global software company. This role is hands-on in Workday Adaptive Planning and partners closely with regional finance teams to drive annual budgeting, monthly forecasting, financial modeling, and management reporting. The ideal candidate is analytical, detail-oriented, and comfortable operating in a dynamic, fast-paced environment.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 5+ years of experience in FP&A, or a combination of FP&A, corporate finance, and financial analysis
• Hands on experience with planning tools, Workday Adaptive Planning preferred.
• Strong Excel skills and experience working with financial tools such as Power BI, Visual Lease and Alteryx.
• Strong analytical skills with the ability to work with large datasets, identify trends.
• Effective communication skills and ability to present financial information clearly.

Nice To Haves

• Understanding of subscription-based revenue models and SaaS financial concepts is a plus.

Responsibilities

• Develop annual budgets and monthly forecasts in collaboration with regional finance teams. Assist with consolidation of budget and forecasts.
• Create, maintain, and enhance financial models to support expense planning, headcount forecasting, and scenario analysis.
• Evaluate business scenarios and quantify financial impacts to support decision making.
• Evaluate forecasted assumptions and update them as needed.
• Prepare monthly financial reporting packages and ad hoc requests, including variance and trend analysis (actual vs. budget vs. forecast) with clear commentary.
• Monitor financial performance and operational efficiency against budget and forecast, investigating and providing insights into discrepancies, opportunities, and underlying drivers.
• Maintain and update Workday Adaptive Planning models, assumptions, and calculations used in budgeting and forecasting.
• Support data loads, reconciliations, and validation between Adaptive Planning and Workday Financials.
• Assist in improving planning workflows, system structure, and reporting efficiency within Adaptive.
• Support Finance teams during planning cycles and help maintain planning documentation.

Benefits

• Medical, vision, and dental insurance
• Short-term and long-term disability, and life insurance
• 401(k) Profit Sharing Contribution
• Paid Time Off and Holidays
• Parental Leave
• Tuition reimbursement

What This Job Offers

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