Financial Planning and Analysis Specialist
3 days ago
Position Summary
Guggenheim Investments is seeking a detail-oriented and analytical individual to join the Financial Planning & Analysis Team as a Financial Planning and Analysis Specialist. This role will be responsible for the functional administration and maintenance of the Workday Finance Application, supporting FP&A, Accounting, and Finance Operations reporting out of Workday.
This position reports to the Head of FP&A and liaises directly with Finance, Accounting, IT, and auditors.
Essential Job Functions
• Perform as the Workday subject matter expert embedded within the FP&A team, supporting financial consolidation, GAAP reporting, management reporting, and forecasting
• Function as the steward of financial data for Finance and Accounting.
• Develop and maintain Management and GAAP financial reports and dashboarding within Workday and Adaptive.
• Execute the Workday and Adaptive financial close process.
• Collaborate with administrators and users of other systems to ensure Workday is up to date with new external metrics and data.
• Accountable for ongoing enhancements and refinements to Workday and Adaptive business processes, workflows, and system configurations to support evolving business needs.
• Maintain metadata, business processes, data models, and systems configurations for Workday Finance and Adaptive environments.
• Work with Workday administration team and users to review and test quarterly upgrades.
• Fulfill Workday-related requests from Internal and External Audit teams.
• Support other areas of Finance with special requests and ad-hoc projects including reports and analysis for Senior Management.
Preferred Qualifications
• Strong attention to detail, commitment to quality, and problem-solving skills.
• Analytical reasoning skills and experience with financial analysis.
• Excellent oral and written communication skills.
• Ability to multi-task and eager to learn, collaborate, and work in a fast-paced environment.
• Proficient in Excel.
Basic Qualifications
• Bachelor's degree in Accounting, Finance, or Information Technology.
• Functional and/or Administration experience with Workday Finance.
• Minimum 5 years of relevant experience.
Salary Details
Annual base salary between $110,000 and $125,000.
The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.
-
Financial Planning and Analysis Specialist
4 weeks ago
Remote, Oregon, United States Guggenheim Partners Full timePosition SummaryGuggenheim Investments is seeking a detail-oriented and analytical individual to support the Financial Planning & Analysis Team. This role will be responsible for the functional administration and maintenance of the Workday Finance Application, as well as supporting FP&A, Accounting, and Finance Operations reporting out of Workday.Key...
-
Financial Planning and Analysis Director
3 days ago
Remote, Oregon, United States Wiser Solutions Full timeJob OverviewWiser Solutions is seeking a seasoned Director of Financial Planning and Analysis to lead our global FP&A activities. As a key member of our Executive Team, you will be responsible for developing and implementing financial strategies that drive business growth and profitability.Key ResponsibilitiesDevelop and maintain financial models, forecasts,...
-
Financial Planning and Analysis Director
4 weeks ago
Remote, Oregon, United States Wiser Solutions Full timeJob SummaryWe are seeking a highly skilled and experienced Director of Financial Planning and Analysis to join our team at Wiser Solutions. As a key member of our Executive Team, you will be responsible for overseeing, enhancing, and integrating our global FP&A activities.Key ResponsibilitiesDevelop and maintain accurate and timely financial management...
-
Financial Planning Consultant
3 days ago
Remote, Oregon, United States Ellevest Full timeAbout EllevestEllevest is a pioneering investing and wealth management company built by women, for women. Our mission is to empower women to take control of their financial futures, regardless of their starting point or goals.Job SummaryWe are seeking a skilled Financial Planner to join our team. As a Financial Planner, you will work closely with clients to...
-
Senior Financial Analyst FP&A
2 days ago
Remote, Oregon, United States Avetta Full timeJob Title: Senior Financial Analyst FP&AAvetta is seeking a highly skilled and experienced Senior Financial Analyst FP&A to join our team. As a key member of our Finance department, you will play a critical role in driving business growth and success through financial planning, analysis, and decision-making.Key Responsibilities:Develop and implement...
-
Senior Financial Analyst
4 weeks ago
Remote, Oregon, United States Ascension Full time{"h1": "Senior Financial Analyst", "h2": "Job Summary", "p": "We are seeking a highly skilled Senior Financial Analyst to join our Capital COE team at Ascension. As a key member of our finance team, you will be responsible for providing financial analysis and reporting support to drive business decisions and optimize capital spend.", "h2":...
-
Financial Services Representative
4 weeks ago
Remote, Oregon, United States PRI Full timePRI is seeking a Financial Specialist to help families with Retirement plans, Auto, Home and Life Insurances. As a Fortune 1000 Company, Primerica is known for being one of the most Trustworthy and Reliable Insurance Companys in North America. This role offers Remote Work, Commission Based pay, Paid Licensing, and Paid Training Bonus. If you're looking for a...
-
Workday Financial Reporting Specialist
4 weeks ago
Remote, Oregon, United States Focus Cloud Full timeWorkday Financial Reporting Consultant OpportunityFocus Cloud is seeking a highly skilled Workday Financial Reporting Consultant to join our team. As a dedicated Global Specialist Recruiter of Workday, we place Workday professionals on a contract and permanent basis with leading consultancies and end users.About the RoleWe're working with a leading global...
-
Workday Financial Reporting Specialist
2 weeks ago
Remote, Oregon, United States Focus Cloud Full timeWorkday Financial Reporting Consultant OpportunityFocus Cloud is seeking a highly skilled Workday Financial Reporting Consultant to join our team. As a dedicated Global Specialist Recruiter of Workday, we place Workday professionals on a contract and permanent basis with leading consultancies and end users.About the RoleWe're working with a leading global...
-
Financial Services Representative
4 weeks ago
Remote, Oregon, United States PRI Full timePRI is seeking a Financial Specialist to help families with Retirement plans, Auto, Home and Life Insurances. As a Fortune 1000 Company, we are known for being one of the most Trustworthy and Reliable Insurance Companys in North America. This role offers Remote Work, Commission Based pay, Paid Licensing, and Paid Training Bonus. Key responsibilities include...
-
Senior Financial Analyst
2 hours ago
Remote, Oregon, United States SGA Full timeJob OverviewSGA is seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our Shared Business Operations (SBO) team, you will be responsible for providing expert-level support for our financial systems, including Oracle Fusion Finance Modules and Oracle Fusion EPM Cloud.The ideal candidate will have a strong background in...
-
Summer Financial Services Internship Opportunity
3 weeks ago
Remote, Oregon, United States Nationwide Private Client Full timeJoin Our Team at Nationwide FinancialWe are seeking highly motivated and talented individuals to join our team as Financial Services Interns. As a member of our team, you will have the opportunity to work on high-impact projects, develop your skills and knowledge, and contribute to the success of our organization.About the RoleAs a Financial Services Intern,...
-
Financial Operations Manager
45 minutes ago
Remote, Oregon, United States Total Resource Management Full timeJob SummaryWe are seeking a highly skilled Controller to lead our accounting operations and financial reporting. The ideal candidate will have a strong background in financial management, excellent analytical skills, and the ability to drive financial performance.The Controller will be responsible for overseeing all accounting functions, including accounts...
-
Financial Services Consultant
3 days ago
Remote, Oregon, United States WFG Full timeJob Opportunity: Financial Services RepresentativeWe are seeking a highly motivated and results-driven Financial Services Representative to join our team at WFG. As a Financial Services Representative, you will play a critical role in helping individuals and families achieve their financial goals by providing expert advice and guidance on insurance and...
-
Financial Operations Specialist
3 days ago
Remote, Oregon, United States BizGro Partners Full timeJob OverviewWe are seeking a highly motivated and detail-oriented Assistant Controller to support our financial operations in a fully remote position. The successful candidate will play a key role in supporting the financial operations of our portfolio companies, requiring strong analytical skills, knowledge of GAAP compliance, and the ability to work...
-
Summer Financial Services Internship Opportunity
4 weeks ago
Remote, Oregon, United States Nationwide Private Client Full timeJoin Our Team at Nationwide FinancialWe are seeking highly motivated and talented individuals to join our team as Financial Services Interns. As a member of our team, you will have the opportunity to work on high-impact projects, develop your skills and knowledge, and contribute to the success of our organization.About the RoleAs a Financial Services Intern,...
-
Product Specialist
3 weeks ago
Remote, Oregon, United States JPC Partners Full timeProduct Specialist Job DescriptionJPC Partners is seeking a highly skilled Product Specialist to drive the development, implementation, and management of product development and product marketing plans and activities. This role will play a pivotal part in shaping the future of the organization's AI/ML/GenAI products, leveraging cutting-edge technologies to...
-
Senior Financial Analyst
4 weeks ago
Remote, Oregon, United States Solventum Full timeUnlock Your Potential at SolventumAs a Senior Financial Analyst at Solventum, you will play a critical role in driving business growth and success. Our company is committed to innovation and excellence, and we are seeking a talented professional to join our team.The Impact You'll MakeSupport the settlement statement process by preparing month-end journals,...
-
Financial Services Specialist
3 days ago
Remote, Oregon, United States WFG Full timeUnlock Your Potential in Financial ServicesWe are a high-powered insurance team with explosive growth, seeking licensed life insurance agents to join our dynamic team. Our fast-track program will guide you through getting licensed in as little as a week, and we offer a huge company discount on pre-licensing classes for those who are a good fit.What We...
-
SAP Financial Project Systems Analyst
4 weeks ago
Remote, Oregon, United States Maxar Technologies Full timeJob SummaryWe are seeking a highly skilled SAP Financial Project Systems Analyst to join our team at Maxar Technologies. As a subject matter expert, you will be responsible for providing expertise on SAP ECC and S/4HANA systems, specifically in the Project Systems, Finance, and Controlling modules.Key ResponsibilitiesDefine business processes and drive...