Experience : 5 + Years
Job Description
Senior FP&A Specialist reports to Director of Enterprise Technology, this role will own Workday Adaptive, the FP&A planning and reporting tool, and will support critical FP&A processes, including budget, forecast, close, management reporting etc.
The candidate will have strong problem-solving skills and a passion for financial reporting and modeling. As the owner of FP&A’s planning and budgeting tool, the person in this role will be responsible for building and maintaining integration, consolidation, and refresh cycles in support of close, forecast and budget cycles, and will act as the first line of support for incoming requests and troubleshooting.
The role expects systems focused experience used for planning and reporting (e.g. Workday Adaptive, Anaplan) in a corporate finance environment.
Responsibilities
- Serve as key expert user and administrator of Workday Adaptive and act as primary point of contact for troubleshooting and support to the broader FP&A team
- Maintain data integrity across systems to ensure the FP&A planning tool is accurate for actuals, data hierarchies, cost centers, product codes, general ledger accounts, etc.
- Create reporting templates, dashboards, etc. using source data to provide visualization to the end-users and their business partners
- Build and maintain integration and refresh cycles that meet the users’ needs, with emphasis during the close and forecast cycles
- Understand the FP&A team’s current reporting system and identify and lead areas of improvement and simplification
- Identify and lead the migration of manual reporting to new automated solutions where possible
- Develop and support ongoing user training to ensure all functional users understand the application capabilities and leverage system capabilities to deliver the optimal user experience to the Finance team
- Ad hoc modeling, analysis, and reporting, as required
Qualifications
- Bachelors in finance, Accounting, Information Systems, or another relevant field
- Progressive work experience in financial planning and analysis, reporting, process management, data modeling
- 5+ years of experience in Corporate FP&A and a strong level of budgeting and forecasting experience is required
- 3+ years of experience with Workday Adaptive or Anaplan or similar cloud-based financial planning/reporting tool is required
- Keen understanding of core FP&A processes
- Excellent analytical and problem-solving skills
- Advanced Microsoft Excel Google Sheet skills with ability to analyze large data sets, and proficiency with advanced functions (index, offsets, etc.), VBA experience preferred
- Workday Adaptive or Anaplan Certification is preferred
- Experience with Looker, Tableau or similar BI tool is preferred
- SQL query experience preferred, Python experience a plus
- Curious and constant desire to acquire new technical skill sets
