Senior Financial Reporting Analyst

About the role

The Senior Financial Reporting Analyst supports 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.

Responsibilities

• Aid 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.
• Aid in budgeting, forecasting, and long-range planning processes.
• Aid in 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.
• Aid leadership with special projects, business initiatives, and strategic analyses.

Requirements

• 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 2 years 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.

Qualifications

• Advanced proficiency in Workday Adaptive Planning, including budgeting, forecasting, financial modeling, reporting, dashboard creation, and variance analysis.
• 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.