FP&A Data Analytics & AI Strategy, Sr. Manager (New York City)

Location: This is a hybrid remote/in-office role.

Medidata follows a hybrid office policy in which employees who are hired for an in-person position are expected to work on site a certain number of days per week following Company policy.

About our Company:

Medidata is powering smarter treatments and healthier people through digital solutions to support clinical trials. Celebrating over 25 years of ground-breaking technological innovation across more than 38,000 trials and 12 million patients, Medidata offers industry-leading expertise, analytics-powered insights, and one of the largest clinical trial data sets in the industry. More than 1 million registered users across approximately 2,300 customers trust Medidata's seamless, end-to-end platform to improve patient experiences, accelerate clinical breakthroughs, and bring therapies to market faster. A Dassault Systèmes brand (Euronext Paris: FR0014003TT8, DSY.PA), Medidata is headquartered in New York City and has been recognized as a Leader by Everest Group and IDC. Discover more at Listen to our latest podcast, from Dreamers to Disruptors, and follow us at @Medidata.

About the Team:

The Senior Manager, Data Transformation will serve as the strategic and operational lead for the data, analytics, and reporting function supporting the FP&A organization. This is an individual contributor role responsible for the end-to-end data architecture, day-to-day reporting operations, and the long-term transformation roadmap that enables Finance to deliver faster, more accurate, and more insightful business partnership.

The ideal candidate is a proactive, hands-on practitioner who blends finance domain knowledge with strong data analysis, business intelligence, and process transformation capabilities. They will anticipate stakeholder needs, identify opportunities without being asked, and partner closely with FP&A, Accounting, IT, and Data Engineering teams to modernize how financial data flows, is modeled, analyzed, and consumed across the enterprise — driving a shift from manual, spreadsheet-based reporting to scalable, automated, self-service analytics.

Responsibilities:

Data Strategy & Transformation Leadership

• Define and execute the multi-year data and reporting transformation roadmap for FP&A, aligned with broader Finance and enterprise data strategy.
• Lead the design and evolution of the FP&A data architecture, including data sources, integration layers, financial data models, and the semantic / reporting layer.
• Partner with IT, Data Engineering, and Enterprise Data teams to ensure FP&A requirements are represented in enterprise data platforms (e.g., data warehouse, lakehouse, master data, ERP).
• Champion a shift from manual, spreadsheet-driven processes toward automated, governed, and scalable reporting and planning solutions.
• Build the business case for transformation initiatives, including ROI, resource needs, and change management considerations.

Day-to-Day Data & Reporting Operations

• Own end-to-end delivery of recurring FP&A reporting cycles, including monthly close reporting, management reporting packages, board materials, and ad hoc executive requests.
• Ensure the accuracy, timeliness, completeness, and consistency of all financial data and reports consumed by FP&A and business stakeholders.
• Establish and maintain SLAs, controls, and reconciliation processes between source systems (e.g., ERP, CRM, HRIS) and the FP&A reporting environment.
• Serve as the escalation point for data issues, reporting discrepancies, and stakeholder requests, driving root-cause analysis and durable fixes.
• Maintain documentation, data dictionaries, and lineage for key FP&A datasets, metrics, and KPIs.
• Serve as the business owner and administrator of the FP&A forecasting / planning tool, including model maintenance, hierarchy and metadata updates, user access, integrations, and ongoing enhancements to support planning and forecasting cycles.

Process Transformation & Automation

• Identify and prioritize opportunities to streamline, standardize, and automate FP&A processes across planning, forecasting, reporting, and analytics.
• Lead the design and implementation of automated data pipelines, ETL/ELT workflows, and reporting solutions that replace manual Excel-based processes.
• Deploy modern BI and visualization tooling (e.g., Power BI, Tableau, Looker) to deliver self-service analytics for finance and business partners.
• Evaluate and implement EPM / planning platforms (e.g., Anaplan, Pigment, Workday Adaptive, OneStream) and integrations as part of the transformation roadmap.
• Apply continuous improvement and agile delivery practices to drive measurable cycle-time, accuracy, and productivity gains.

Data Architecture & Governance

• Lead the design and ongoing stewardship of the FP&A data architecture, including financial data marts, dimensional models, hierarchies, and master data (e.g., chart of accounts, cost centers, legal entities, products).
• Establish data governance, quality, and controls frameworks specific to FP&A, in partnership with enterprise data governance functions.
• Define standards for metric definitions, source-of-truth datasets, and certified reports to drive consistency across the organization.
• Ensure FP&A data solutions adhere to security, privacy, SOX, and audit requirements.

Stakeholder Partnership & Influence

• Act as a trusted advisor to FP&A leadership and business partners, translating business questions into data and reporting solutions.
• Proactively identify gaps, risks, and opportunities in the data and reporting environment — surface them, recommend solutions, and drive them to resolution without waiting to be asked.
• Partner cross-functionally with IT, Data Engineering, and external vendors to deliver on transformation initiatives, including requirements definition, solution design, and implementation oversight.
• Drive change management and enablement, including training, documentation, and adoption tracking for new tools and processes.
• Influence outcomes through expertise and collaboration rather than direct people management.

Qualifications:

• Bachelor's degree in a relevant field (minimum requirement; advanced degrees are not required).
• 8+ years of progressive, hands-on experience that combines a strong understanding of financials with a data transformation background, including business intelligence, data analysis, and process transformation experience.
• Demonstrated experience leading data transformation, finance modernization, or reporting automation initiatives end-to-end as an individual contributor.
• Solid understanding of financial concepts and FP&A processes (budgeting, forecasting, long-range planning, management reporting, and variance analysis) — enough to partner credibly with finance stakeholders and translate their needs into data solutions.
• Strong data analysis skills — ability to independently explore, validate, and interpret large financial datasets, surface trends and anomalies, and turn raw data into clear, decision-ready insights.
• Proven track record delivering business intelligence solutions and modernizing reporting environments (e.g., Power BI, Tableau, Looker), including advanced Excel.
• Process transformation experience — identifying inefficiencies, redesigning workflows, and implementing automation to drive measurable improvements in cycle time, accuracy, and scalability.
• Hands-on expertise with modern data platforms and tools such as SQL, data warehouses (e.g., Snowflake, BigQuery, Redshift, Databricks), and ETL/ELT tools (e.g., dbt, Fivetran, Airflow).
• Hands-on experience owning or administering an EPM / forecasting / planning tool (e.g., Anaplan, Pigment, Workday Adaptive, OneStream, Hyperion), including model design, integrations, and end-user support.
• Working knowledge of ERP systems (e.g., Oracle, SAP, NetSuite, Workday).
• Track record of partnering with IT and Data Engineering on data architecture, integration, and governance.
• Excellent communication skills, with the ability to translate complex data concepts for finance and executive audiences.

Preferred Qualifications

• Experience in a public company or scaling high-growth environment with SOX compliance requirements.
• Familiarity with Python or other scripting languages for data manipulation and automation.
• Experience with AI / ML use cases in Finance (e.g., forecasting, anomaly detection, narrative generation).
• Prior experience in management consulting, Big 4 advisory, or a Finance Transformation Center of Excellence.

Key Competencies

• Proactive self-starter — anticipates needs, identifies issues and opportunities ahead of stakeholders, and drives them to resolution without waiting for direction.
• Strong analytical mindset — naturally curious about data, comfortable digging into details to validate accuracy and uncover insights.
• Strategic thinking with strong execution discipline — able to set vision and ship results.
• Bias for action and continuous improvement; comfortable navigating ambiguity.
• Strong systems thinking; sees data, process, and technology as one operating model.
• Influential communicator and collaborator across Finance, IT, and the business — able to drive outcomes through expertise and partnership rather than direct authority.
• Highly self-directed; thrives owning end-to-end work as an individual contributor.

 

 

The salary range posted below refers only to positions that will be physically based in New York, NY. As with all roles, Medidata sets ranges based on a number of factors including function, level, candidate expertise and experience, and geographic location. Pay ranges for candidates in locations other than New York, NY may differ based on the local market data in that region. The base salary pay range for this position is $135,000 to $180,000.

 

Base pay is one part of the Total Rewards that Medidata provides to compensate and recognize employees for their work. Most sales positions are eligible for a commission on the terms of applicable plan documents, and many of Medidata's non-sales positions are eligible for annual bonuses. Medidata believes that benefits should connect you to the support you need when it matters most and provides best-in-class benefits, including medical, dental, life and disability insurance; 401(k) matching; flexible paid time off; and 10 paid holidays per year.

 

Note: Please be on the lookout for job scams. Medidata recruiters will never ask applicants for monetary compensation, credit card, or banking details.

 

 

Equal Employment Opportunity:

In order to provide equal employment and advancement opportunities to all individuals, employment decisions at Medidata are based on merit, qualifications and abilities. Medidata is committed to a policy of non-discrimination and equal opportunity for all employees and qualified applicants without regard to race, color, religion, gender, sex (including pregnancy, childbirth or medical or common conditions related to pregnancy or childbirth), sexual orientation, gender identity, gender expression, marital status, familial status, national origin, ancestry, age, disability, veteran status, military service, application for military service, genetic information, receipt of free medical care, or any other characteristic protected under applicable law. Medidata will make reasonable accommodations for qualified individuals with known disabilities, in accordance with applicable law.

 

Applications will be accepted on an ongoing basis until the position is filled.

 

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Inclusion Statement

As a game-changer in sustainable technology and innovation, Medidata, a Dassault Systèmes company, is striving to build more inclusive teams across the globe. We believe that our people are our number one asset and we want all employees to feel empowered to bring their whole selves to work every day. It is our goal that our people feel a sense of pride and a passion for belonging. As a company leading change, it's our responsibility to foster opportunities for all people to participate in a harmonized Workforce of the Future.