Senior Financial Planning Analyst

Interested candidates can reach out to me directly @ roopashree.ry@sutherlandglobal.com

Position Summary

We are seeking a highly skilled Senior Financial Analyst with advanced expertise in Workday Adaptive Planning, including HTML reporting, OfficeConnect, Adaptive Dashboards, and overall Adaptive Planning functionality. This role will be pivotal in driving financial reporting excellence, supporting FP&A processes, and delivering actionable insights through robust reporting and visualization tools.

Key Responsibilities

• Adaptive Planning Expertise : Develop, maintain, and optimize reports using HTML and OfficeConnect reporting tools;
• Design and manage Adaptive Dashboards;

Serve as subject matterexpert for Adaptive Planning.

Support forecasting andbudgeting processes.

Analyze variances and recommend corrective actions.

Collaborate with accounting teams to reconcile data and validate reporting integrity.

Qualifications

MBA or CPA preferred.

5+ years of experience in FP&A or financial analysis roles.

Advanced proficiency in Workday Adaptive Planning, including HTML reporting, OfficeConnect, and dashboard creation.

Strong understanding of financial modeling, forecasting, and variance analysis.

Advanced Excel and data visualization skills.

Excellent communication and presentation skills.

Preferred Attributes

Experience supporting multiple business functions in a corporate FP&A environment.

Ability to translate complex financial data into clear, actionable insights.

Detail-oriented with a passion for process improvement and automation.

Competencies & Soft Skills

Strong knowledge of the applicability and use of metadata and the role that Facts, Dimensions, and Attributes play in the development of reporting and dashboarding models in Adaptive Planning

Strategic Thinking : Ability to see the big picture and align financial analysis with business goals.

Collaboration : Strong interpersonal skills to work effectively across teams.

Adaptability : Comfortable with change and able to pivot quickly in dynamic environments.

Communication : Clear and concise in presenting complex financial data to non-financial stakeholders.

Problem-Solving : Proactive in identifying issues and implementing solutions.

Key Performance Indicators (KPIs)

Accuracy of financial reports and dashboards.

Efficiency improvements in FP&A processes through Adaptive Planning.

Stakeholder satisfaction with reporting and analysis support.

Compliance with accounting standards and internal controls.

Quality and impact of insights provided to business stakeholders.