AI-Driven Financial Reporting & Analytics Analyst

Lereta Llc; Pomona (CA); On-site; USD 85,000 - 110,000; Full time

Job summary

LERETA is seeking a Financial Reporting Analyst to elevate its reporting environment at the intersection of financial reporting, planning systems, and automation. You will build and optimize Workday Adaptive Planning reports, dashboards, and models, delivering recurring reports for management, the board, and lenders with accuracy and speed.

You will collaborate across Finance, Accounting, Operations, and cross-functional partners, leveraging AI and data tooling to automate data pulls, ensure

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 2–5 years of experience in financial reporting, FP&A, accounting, or a similar analytical role.
• Hands-on experience building out Workday Adaptive Planning reports and models is required, including report design, dashboards, and integrations.
• Demonstrated aptitude for and interest in applying AI, automation, or data-integration tools to connect data sources and reduce manual reporting.
• Proven experience partnering with cross-functional business leaders to collect insights and drive collaborative forecasting.
• Highly proficient in Excel; experience with SQL, Python, or modern data/BI tools, including Data Warehouse/Data Lake is a strong plus.
• Strong understanding of financial statements, GAAP fundamentals, and the month-end close cycle.

Responsibilities

• Build, maintain, and enhance reports, dashboards, and models in Workday Adaptive Planning, including Office Connect and Adaptive reporting.
• Own the design and delivery of recurring monthly, quarterly, and annual reporting packages for management, the board, and lenders.
• Ensure reporting accuracy, consistency, and integrity across all financial outputs and reconcile results to the general ledger.
• Develop and maintain Adaptive metadata, dimensions, and data integrations to keep the reporting environment scalable and reliable.

Skills

Excel

SQL

Python

AI/Automation

Forecasting

Communication

Financial analysis

Education

Bachelor’s degree in Finance/Accounting/Economics

2–5 years FP&A/financial reporting experience

Workday Adaptive Planning experience

Tools

Workday Adaptive Planning

Office Connect

Data Warehouse/Data Lake

Job description

LERETA is seeking a Financial Reporting Analyst to elevate its reporting environment at the intersection of financial reporting, planning systems, and automation. You will build and optimize Workday Adaptive Planning reports, dashboards, and models, delivering recurring reports for management, the board, and lenders with accuracy and speed.

You will collaborate across Finance, Accounting, Operations, and cross-functional partners, leveraging AI and data tooling to automate data pulls, ensure