[Hiring] Senior Director of Strategic Planning and Analysis @Workiva Inc.

Role Description

Workiva is an AI-powered platform for transparency, accountability, and trust, and Finance is building the planning engine to match. The Senior Director, Strategic Planning and Analysis shapes how we tell our financial story both internally and externally. You will lead the Long-Range Planning (LRP) process and harness AI to evolve how we partner, plan, forecast and analyze. This is a high-impact individual contributor role today, with a broad mandate, a direct line to executive leadership, and room to build a team as the scope grows. You turn data into insight, and insight into decisions. You are adaptable, a clear and compelling communicator, and a strategic thinker who works easily across every part of the business.

What You'll Do

• LONG RANGE AND STRATEGIC PLANNING
  • Own the LRP, including its framework, assumptions, financial model, and regular refreshes in partnership with the executive team.
  • Translate corporate strategy into financial and operational targets, investment priorities, and multi-year scenarios that support profitable growth.
  • Create an ARR based model in collaboration with Go-To-Market and Corporate FP&A leaders.
  • Lead scenario planning and sensitivity analysis to inform strategic trade-offs, capital allocation, and risk.
  • Design and run the LRP process in coordination with Corporate FP&A.
• AI-POWERED PLANNING AND ANALYTICS
  • Reimagine how Finance plans, forecasts, and analyzes with AI.
  • Build and deploy AI-enabled models and workflows on the Workiva platform.
  • Evaluate and adopt new AI tools and techniques with Finance Systems, IT, and Data teams.
  • Build scalable models, data structures, and self-service reporting.
  • Help Finance and business partners put AI to work in their everyday planning and analysis.
• BUSINESS PARTNERSHIP, EXECUTIVE MESSAGING AND COMMUNICATION
  • Partner with leaders across Product, Engineering, G&A, and Go-To-Market.
  • Deliver analysis that supports every area of the business.
  • Partner with Investor Relations to provide insights for financial narrative and messaging.
  • Prepare executive, Board, and investor-ready materials on strategic plans and financial outlook.
  • Set the standard for analytical rigor, clear communication, and business partnership.

Qualifications

• BA/BS in Finance, Accounting, Economics, or a related field.
• 12+ years of progressive experience in FP&A, strategic finance, corporate strategy, or related analytics roles.
• Demonstrated ownership of an LRP or multi-year strategic financial model.
• Advanced financial modeling and data analysis skills.
• Exceptional written and verbal communication skills.
• Proficiency in modern AI models, SQL, BI tools, ERP, and planning platforms.
• Strategic thinker who connects the numbers to business strategy and market context.
• Adaptable and quick to learn, comfortable with ambiguity.
• Track record of influencing senior stakeholders and collaborating across functions.
• Experience leading cross-functional initiatives.

Requirements

• MBA, CPA, or CFA preferred.
• Experience in SaaS or technology at a public company.
• Experience with Investor Relations, earnings preparation, or investor communications.
• Experience in investment evaluation, M&A analysis, or corporate development.

Benefits

• Salary range in the US: $185,000.00 - $315,000.00
• A discretionary bonus typically paid annually.
• Restricted Stock Units granted at time of hire.
• 401(k) match and comprehensive employee benefits package.

Company Description

Workiva is the platform designed to bring confidence, control, and a competitive edge to the world’s most complex organizations. Our AI-powered platform unifies finance, risk, and sustainability on a single, secure foundation—ensuring data is trusted, traceable, and ready to act on.