[Hiring] Senior Financial Analyst, Adaptive Planning @Transforming Age

Role Description

Our Sr. Finance Analyst, Adaptive Planning:

• Leads and manages the implementation, optimization, and maintenance of Adaptive Planning for FP&A activities.
• Develops, maintains, and improves financial models, forecasts, and budgets within Adaptive Planning.
• Analyzes financial results, trends, and variances; provides clear, actionable recommendations.
• Partners with business units to gather inputs, understand drivers, and support strategic planning initiatives.
• Drives process improvements and automation within FP&A, leveraging Adaptive Planning capabilities.
• Ensures data integrity, accuracy, and consistency in financial reports and dashboards.
• Trains end-users on Adaptive Planning processes and best practices.
• Assists with all aspects of the annual budget process from start to finish for the organization and any entity under a management contract with Transforming Age including preparation of budget package for the Board.
• Assists with the management of the budget models and/or budget software used in the annual budget process.
• Analyzes and monitors current and past financial trends to assess performance against key industry metrics.
• Prepares and presents financial reports, dashboards, charts, and graphs that summarize and communicate the results of the analysis.
• Supports ad-hoc analysis and special projects as required.
• Works closely with operational team members and leadership.
• Attends and/or participates in Transforming Age Accounting Department meetings and other ad hoc teams, as requested.
• Supports the Mission, Vision, and Values of Transforming Age in all areas of responsibility.
• Performs other duties as assigned.

Qualifications

• Bachelor’s degree in Accounting, Finance or related field.
• 5+ years of experience in financial analysis, FP&A, or related roles, ideally within a corporate environment.
• 2+ years of hands-on experience with Workday Adaptive Planning is required.
• Strong proficiency in financial modeling, forecasting, and data analysis.
• Advanced Excel skills; experience with ERP systems and BI tools is a plus.
• Excellent communication and presentation skills, with an ability to convey complex financial concepts to non-financial stakeholders.
• Proven track record of process improvement and driving automation initiatives.
• Ability to work independently and collaboratively in a fast-paced environment.
• Strong attention to detail and analytical thinking.
• Uses discretion in handling confidential information.
• Ability to interpret and communicate complex financial data and concepts in a clear and concise manner.