Financial Planning Analyst

We are seeking a highly analytical and business-oriented Senior Financial Analyst to support financial planning, reporting, workforce planning, and operating expense management across Adtran's corporate functions. This role will partner closely with Finance leadership and functional leaders to provide actionable insights, improve forecast accuracy, and strengthen financial decision-making. The Senior Financial Analyst will play a key role in the annual operating plan, monthly forecasting cycles, workforce planning processes, and executive reporting. The position combines financial analysis, business partnership, and systems-oriented thinking to help drive operational effectiveness and financial discipline across the organization. This role is ideal for an individual who enjoys building processes, improving reporting, and helping shape the future of FP&A. As Adtran continues to enhance its planning systems, reporting capabilities, and finance operating model, responsibilities may evolve to support new technologies, organizational structures, and business priorities. Duties and Responsibilities 1. Operating Expense Planning & Analysis Lead monthly forecasting and variance analysis for assigned functional areas, including corporate and shared-service organizations. Partner with budget owners to develop accurate forecasts, identify risks and opportunities, and provide financial guidance. Analyze operating expense trends and key cost drivers, providing actionable recommendations to management. Support annual operating plan (AOP) development and recurring forecast cycles. Monitor spending performance against budget and forecast commitments. 2. Workforce Planning Serve as a key finance partner in workforce planning activities across assigned organizations. Maintain headcount, hiring, and labor cost forecasts, ensuring alignment between operational staffing plans and financial expectations. Analyze staffing trends, vacancy rates, organizational changes, and hiring plans. Partner with HR and business leaders to support workforce-related planning and reporting. Provide visibility into personnel cost drivers, organizational impacts, and forecast assumptions. 3. Financial Reporting & Business Insights Produce recurring management reporting packages and financial analyses for Finance leadership and business stakeholders. Develop clear variance explanations and narratives that highlight key financial drivers. Create executive-ready presentations and reports that translate complex financial information into actionable business insights. Support monthly, quarterly, and annual reporting processes through data analysis and reporting automation. Identify emerging risks, opportunities, and performance trends through proactive analysis. 4. Planning Systems, Data, & Process Improvement Support financial planning and reporting processes within SAP Analytics Cloud (SAC) and related financial systems. Maintain and enhance reports, planning models, and dashboards. Improve data quality, transparency, and process efficiency across planning and reporting. Partner with Finance leadership to streamline workflows and reduce manual processes. Assist with implementation and adoption of new planning tools, reporting capabilities, and automation initiatives. Contribute to ongoing modernization of FP&A processes, reporting frameworks, and planning methodologies. Help develop scalable solutions that improve forecast accuracy, reporting consistency, and decision support capabilities. Participate in cross-functional projects related to organizational growth, system enhancements, and financial process redesign. Support the evolution of finance business partnering capabilities as the organization expands and m Qualifications Basic Qualifications Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field. 5+ years of experience in FP&A, financial planning, financial reporting, or related finance roles. Strong experience with budgeting, forecasting, variance analysis, and management reporting. Advanced Microsoft Excel skills, including financial modeling and data analysis. Demonstrated ability to communicate financial concepts effectively to business leaders and non-financial stakeholders. Strong analytical, problem-solving, and organizational skills. Ability to manage multiple priorities in a fast-paced environment. Preferred Qualifications (Optional) MBA, CPA, CMA, or other relevant professional certification. Experience with SAP Analytics Cloud (SAC), SAP, Power BI, or similar planning and reporting platforms. Experience supporting workforce planning and headcount forecasting processes. Knowledge of financial systems, data structures, and reporting automation tools. Experience working in technology, telecommunications, manufacturing, or other global operating environments. #J-18808-Ljbffr Adtran