Senior Financial Reporting Analyst

Founded in 2001, Optima Global Solutions Inc., brings over 2 decades of experience and expertise in facilitating IT transformation within industries ranging from higher education and government to manufacturing and financial services. Sporting scalable and diverse business solutions expertise along with deep-domain based resourcing capabilities, Optima has a specialization in Automation and AI, Strategic Staffing and Custom Solutions Development, focusing on the core pillars of process, people, strategy and transformation.


Currently, we are hiring for the following position;


Senior Financial Reporting Analyst



Summary/Objective
The Senior Financial Reporting Analyst is responsible for supporting financial reporting, financial analysis, budgeting, forecasting, risk management activities and lender reporting compliance across the organization, while serving as a power user and subject matter expert for Workday Adaptive Planning. This role assists in the preparation of accurate and timely financial statements, management reporting, and planning deliverables while ensuring adherence to Generally Accepted Accounting Principles (GAAP) and company policies.


The Senior Financial Reporting Analyst partners closely with Accounting, Finance, and operational leaders to analyze financial results, investigate variances, support forecasting and budgeting activities, and provide actionable insights to drive business performance. This position serves as a key contributor to financial reporting enhancements, process improvements, system implementations, and compliance initiatives, with a strong emphasis on leveraging Workday Adaptive Planning, NetSuite, and other financial systems to support the organization's reporting and planning needs.



Duties/Responsibilities
- Assist in preparing monthly consolidated financial statements, including income statements, balance sheets, and cash flow statements with an understanding of key financial drivers.
- Prepare a comprehensive monthly financial reporting package, inclusive of operational KPIs, with accurate, timely, and actionable financial insights.
- Support the monthly close processes for business units and consolidated financial reporting with the assistance of the accounting team.
- Prepare detailed departmental SG&A expense reports and investigate significant variances, trends, and fluctuations by partnering with department leaders and management.
- Contribute to the preparation of Board presentations and other executive leadership materials, ensuring clear and insightful financial information.
- Review financial data and reports for completeness, accuracy, and compliance with accounting policies and procedures for both internal and external stakeholders.
- Prepare and coordinate quarterly lender reporting packages, including covenant calculations, compliance certificates, borrowing base reports, liquidity reporting, and supporting schedules.
- Administer and support Workday Adaptive Planning, including financial models, reporting structures, budget templates, dashboards, and forecast processes.
- Prepare and maintain recurring financial reports, dashboards, and analyses using Workday Adaptive Planning.
- Assist with budgeting, forecasting, and long-range planning processes.
- Assist with the implementation and optimization of financial systems and reporting tools to improve efficiency and reporting capabilities.
- Prepare ad hoc reports, financial models, presentations, tables, and exhibits as requested by leadership.
- Recommend process improvements that enhance reporting accuracy, efficiency, and scalability.
- Assist leadership with special projects, business initiatives, and strategic analyses.



Education and Experience
- Bachelor's degree in Finance or Accounting required; CPA designation, CPA candidate status, or Master's degree in Finance or Accounting preferred.
- Minimum of 4-7 years of progressive financial reporting, budgeting, and forecasting experience.
- Minimum of 1 year of hands-on experience with Workday Adaptive Planning required.
- Experience developing and maintaining organization structures, workflows, models, reports, and dashboards in Workday Adaptive Planning.
- Experience with NetSuite preferred; experience with Revenue Recognition modules a plus.
- Advanced proficiency with Microsoft Office products, particularly Excel, Word, PowerPoint, and Outlook.
- Experience with financial reporting systems, budgeting tools, and business intelligence solutions preferred.
- Strong data analytics, financial modeling, and reporting experience.
- Experience supporting organizations with credit facilities, private equity ownership, or leveraged capital structures.



Required Skills/Abilities
- Advanced proficiency in Workday Adaptive Planning, including budgeting, forecasting, financial modeling, reporting, dashboard creation, and variance analysis.
- Strong understanding of GAAP and industry-standard accounting practices.
- Thorough knowledge of financial statements, general ledger accounting, and account reconciliation processes.
- Experience supporting financial consolidations, intercompany eliminations, and segment reporting preferred.
- Ability to research and interpret accounting guidance and apply technical accounting concepts.
- Strong financial analysis, problem-solving, and critical-thinking skills.
- Advanced Microsoft Excel skills, including PivotTables, lookups, financial modeling, and data analysis.
- Ability to gather, organize, and interpret large volumes of financial data.
- Strong written and verbal communication skills with the ability to present financial information to various audiences.
- Excellent organizational, time-management, and prioritization skills.
- Ability to work independently while managing multiple priorities and deadlines.
- Demonstrated commitment to accuracy, integrity, confidentiality, and professional ethics.
- Ability to collaborate effectively across departments and build strong working relationships.



Supervisory Responsibility
No direct supervisory responsibilities.



Work Environment
- Prolonged periods sitting at a desk and working on a computer.
- Occasional travel may be required.



EEO Statement
The Company provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, veteran status, or any other characteristic protected by applicable federal, state, or local laws.


Please note that this job description is not designed to cover all activities, duties, or responsibilities required of the employee. Duties, responsibilities, and activities may change at any time with or without notice.


Interested candidates, please apply online with a detailed resume and contact information.


Thank you.