Sr. Financial Analyst

Job Description

Our client is seeking a Senior Financial Analyst to serve as a key member of the FP&A team and lead the transformation of budgeting, forecasting, and reporting processes into Workday Adaptive Insights. This individual will act as the organization's internal Adaptive Insights expert, partnering closely with Finance, Operations, Sales, R&D, and senior leadership to build scalable planning models, reporting solutions, and dashboards that support strategic decision-making.

This role is highly focused on Adaptive Insights administration and architecture, requiring hands-on experience designing and building planning models rather than simply maintaining existing templates.

Key Responsibilities

Lead the migration of Excel-based budgeting and forecasting processes into Workday Adaptive Insights.

Serve as the primary Adaptive Insights Administrator, maintaining system structure, data integrity, formulas, dimensions, allocations, assumptions, and planning models.

Manage integrations and data flows between Adaptive Insights, SAP environments, and reporting platforms.

Support annual budgeting cycles, monthly forecasting, and actual-versus-budget analysis.

Develop financial models, dashboards, KPI reporting, profitability analysis, pricing analysis, and executive-level reporting packages.

Create and maintain reporting within Adaptive Insights, SAP Analytics Cloud (SAC), and Microsoft Office tools.

Analyze financial and business performance trends, identify opportunities for improvement, and deliver actionable recommendations.

Partner cross-functionally with Finance, Operations, Sales, R&D, and international stakeholders to support decision-making and strategic initiatives.

Present financial analyses and recommendations to senior leadership and management teams.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to View email address on click.appcast.io learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:

Skills and Requirements

Bachelor's degree in Finance, Accounting, Economics, or related field.

6+ years of progressive FP&A or corporate finance experience.

Hands-on expertise with Workday Adaptive Insights Administration and Architecture.

Experience building financial models, planning structures, dimensions, formulas, allocations, and dashboards within Adaptive Insights.

Strong end-to-end FP&A experience covering:

Budgeting & Forecasting

Full P&L Management

Balance Sheet Analysis

Financial Planning & Reporting

Experience working with ERP systems such as SAP, Oracle, PeopleSoft, or similar.

Advanced Excel and financial modeling skills.

Strong analytical, communication, and presentation abilities. Experience with SAP Analytics Cloud (SAC).

Background with HFM Consolidation, Cognos Planning, PeopleSoft Financials, or other enterprise planning solutions.

Experience supporting finance system implementations, process improvements, or digital transformation initiatives.