Financial Systems Analyst

About the role

Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a "Best Workplace for Innovators," by Frost & Sullivan as a "Technology Innovation Leader," and by The Software Report as a "Top 100 Software Company." At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions — not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture.

Why this role exists: Ridgeline is looking for a Systems Analyst to help design and build the finance and data ecosystem that powers our next stage of growth. You'll partner across the business to shape how our core systems work together, and bring an AI-forward mindset to how we plan, report, and scale. You'll have real influence over those decisions, working closely with finance leadership to turn your recommendations into what we actually build. You'll also have direct access to Ridgeline's AI toolset (Claude, ChatGPT, Glean, and more) to do it.

Responsibilities

• Partner with HR, accounting, and business stakeholders to drive our Workday implementation forward.
• Own the administration and re-implementation of Adaptive Planning, moving it from siloed use to organization-wide adoption.
• Design and build a comprehensive planning strategy covering hierarchies, workflows, headcount planning, vendor planning, financial planning, and scenario planning.
• Bring technical rigor to system architecture decisions, writing code and SQL where needed to solve real data and reporting problems.
• Identify and stand up AI-driven automation across finance and data workflows.

Requirements

• 3+ years of real, hands-on experience administering or implementing Workday and/or Adaptive Planning for Finance teams.
• Technical fluency: comfortable with code and SQL, and understands the accounting chart of accounts.
• A self-starter who can operate with significant autonomy and ambiguity, and is comfortable owning decisions without a deep layer of oversight.
• Genuinely AI-forward — uses AI tools proactively to automate and improve workflows, not just as a novelty.
• Experience with other ERP/FP&A planning tools (e.g., Pigment, Anaplan) is a plus, though Workday/Adaptive is our focus.
• Prior implementation experience with a general ledger or ERP system beyond Workday/Adaptive (e.g., NetSuite, Campfire, Brex).
• Background partnering directly with finance and accounting teams on system design, not just execution.

Benefits

The typical starting salary range for this role is: $107,000 - $147,000. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above.

• Opportunities for advancement and true impact on the product.
• Participation in the Company Stock Plan subject to the applicable Stock Option Agreement.
• Unlimited vacation.
• Educational and wellness reimbursements.
• $0 cost employee insurance plans.