Lead Financial Analyst

5 days ago


Boston, United States Codex Full time

Lead FP&A Analyst (Workday Adaptive Planning) - Hybrid, Boston - $115-145K



Are you a seasoned financial professional with a passion for SaaS? Our client is seeking a Lead Financial Analyst to join a dynamic and growing team in the SaaS industry. This role offers the opportunity to leverage your FP&A expertise and Adaptive Planning skills to drive impactful financial strategies in a collaborative environment


.
Key Responsibilitie


  • s:
    Lead FP&A processes, including budgeting, forecasting, and long-range plann
  • ingDevelop and maintain financial models within Adaptive Planning/Adaptive Insights, ensuring scalability and accur
  • acyGenerate impactful financial reports and dashboards using OfficeConnect and Adaptive Report
  • ingCollaborate cross-functionally to analyze and interpret financial results, providing actionable insig
  • htsSupport executive decision-making with detailed financial analysis and scenario plann
  • ingContinuously optimize processes for efficiency and alignment with company go


als
Qualificati

  • ons:4+ years of FP&A experi
  • enceAdvanced skills in Adaptive Planning, including modeling, reporting, and OfficeConnect (Admin or Super User level prefer
  • red)Strong understanding of SaaS metrics and financial dri
  • versExceptional analytical skills and proficiency in Microsoft E
  • xcelStrong interpersonal and communication skills, with the ability to influence stakeholders across all levels of the organiza
  • tionExperience with Salesforce, Tableau, and Snowflake a
  • plusBachelor’s degree in Finance, Accounting, Economics, or a related f


ield
Why

  • Join?Work in an innovative and fast-paced SaaS enviro
  • nmentCollaborate with a talented team dedicated to growth and excel
  • lenceEnjoy a hybrid work model for flexibility and work-life ba
  • lanceCompetitive salary and opportunities for professional develo


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