Financial Analyst - Workday Adaptive Planning

eFLEXervices, Inc.; United States; Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

Competitive salary and comprehensive B

HMO coverage

Optical reimbursements

Flexible work options (remote/hybrid)

Flexible vacation and sick leave

Job summary

eFLEXervices, Inc. is seeking a Financial Analyst to consolidate budgets, drive forecasting, and deliver insightful reporting. You’ll specialize in Workday Adaptive Planning and OfficeConnect to automate financial reports and streamline budgeting processes.

You will partner with multiple departments, analyze trends, and support strategic decisions while ensuring adherence to GAAP and internal controls in a fast-paced environment.

Qualifications

• Bachelor's degree in finance, accounting, business administration, or a related field.
• Minimum 3 years of Finance working experience.
• Proven hands-on experience with Workday Adaptive Planning.
• Strong proficiency with Workday Adaptive Planning OfficeConnect (building and troubleshooting automated reports).
• Strong knowledge of US GAAP.
• Experience partnering with internal and external stakeholders.
• Experience in a high-growth environment.
• Excellent communication and interpersonal skills.
• Advanced MS Excel and working knowledge of other MS Office programs.
• Self-starter with analytical, problem-solving, and organizational skills.
• Ability to work independently and with a team in a fast-paced setting.
• Ability to meet tight deadlines with attention to detail.

Responsibilities

• Consolidate budgets with cross-department collaboration and maintain detailed budget models using Workday Adaptive Planning.
• Prepare variance reports and support 5-year forecasting for credit analysis.
• Analyze historical data and market trends to guide long-term planning.
• Monitor KPIs and report insights to inform business strategy.
• Own implementation and optimization of Workday Adaptive Planning and OfficeConnect across finance.
• Design and maintain automated financial reports, statements, and board presentations.
• Conduct variance analyses and reconcile revenue reporting for acquisitions and production.
• Support A/P & D/B with surveys and ensure internal controls and GAAP compliance.
• Identify process improvements and automate manual workflows with IT collaboration.

Skills

Analytical skills

Problem solving

Communication skills

Attention to detail

Self-starter

Cross-functional collaboration

Education

Bachelor's degree in finance, accounting, business administration, or a related field

Tools

Workday Adaptive Planning

OfficeConnect

Microsoft Excel

PowerPoint

Job description

Who we are:

Stable. Supportive. Success-driven. eFlexervices is a premier BPO company with a 25-year track record of excellence. We don't just fill seats; we invest in human potential. We are dedicated to finding the perfect fit for your skills and helping you optimize your career performance. If you're looking for a company that values exceptional quality and operates on a foundation of trust, you belong at eFlex.

What we are looking for:

Are you ready to take your expertise to the next level? At eFlexervices, we're not just hiring for a Financial Analyst – we're empowering your talent to deliver quality and performance. Join us in shaping the success and making an impact that truly matters.

As a Financial Analyst, you will focus on consolidating the budget, driving process improvements, and delivering insightful reporting & forecasting to support strategic decision-making. You will collaborate with various departments to ensure accurate financial planning and analysis, contributing to our organization's overall financial health. Crucially, you will serve as our subject matter expert in Workday Adaptive Planning, utilizing OfficeConnect to create dynamic, automated financial reports and streamline our budgeting processes.

What you’ll be doing:

1. Budget and Forecast:

• Collaborate with other departments across the company to gather, analyze and consolidate budgets.
• Prepare and maintain detailed budget models and variance reports, utilizing Workday Adaptive Planning to ensure data integrity and agility.
• Assist in the 5-year forecast used to analyze our credit position.
• Analyze historical data and market trends to support long-term planning.
• Monitor and report on Key Performance Indicators to guide business strategy.

2. Data Analysis and Reporting:

• Own the implementation, optimization, and scaling of Workday Adaptive Planning and the OfficeConnect integration across the finance function.
• Design, build, and maintain automated, dynamic financial report packages, statements, and board presentations using Workday Adaptive Planning OfficeConnect.
• Prepare detailed reports on performance, trends, and analysis.
• Conduct variance analyses to explain the differences between actual and budget.
• Review the earned report for accuracy and identify abnormalities, swings, and trends in revenue reported.
• Monitor acquisition revenue coded to miscellaneous income is recorded correctly with schedule codes, and ensure that once live in Epic, to reconcile revenue in production.
• Assist the A/P & D/B Manager with yearly surveys requested from Corporate Resources.
• Assist in implementation, maintenance, and adherence to internal controls and Finance procedures, ensuring compliance with GAAP.
• Follow accounting regulations, internal controls, and finance policies to ensure compliance.

1. Process Improvement:

• Leverage Workday Adaptive Planning and OfficeConnect to automate manual spreadsheet workflows and enhance reporting efficiency.
• Recommend opportunities to streamline processes and enhance efficiency.
• Implement best practices in budgeting, forecasting, and automated reporting.
• Work with management on acquisitions and ensure a smooth transition of revenue into Epic for acquired entities.
• Work with management & IT teams to automate manual tasks.
• Special projects as needed across the team to ensure cross-training, backup contingency plans, and identify process improvement opportunities.

Qualifications and Requirements:

• Bachelor's degree in finance, accounting, business administration, or a related field.
• Minimum 3 years of Finance working experience.
• Proven, hands-on experience working with Workday Adaptive Planning.
• Strong, demonstrated proficiency with Workday Adaptive Planning OfficeConnect (building, managing, and troubleshooting automated Excel/Word/PowerPoint reports).
• Strong working knowledge of US GAAP.
• Experience partnering with internal and external stakeholders.
• Experience working in a high-growth environment.
• Excellent communication and interpersonal skills are required.
• Advanced knowledge of MS Excel and working knowledge of other MS Office programs.
• Self-starter with outstanding analytical, problem-solving, and organizational skills.
• Must be able to work independently and collaborate with team members in a fast-paced environment.
• Must be able to meet tight deadlines, with attention to detail.
• Experience working with US/offshore clients.Must maintain a positive attitude and sense of humor!

Benefits and Perks:

At eFlex, we're not just a workplace – we're a community of playmakers, committed to fostering growth, learning, and personal connections. Here's what's in store for you:

• Living Our Values: We don't just talk the talk; we walk the walk. From learning and personal growth to caring deeply about our team and clients, our values are the compass guiding our vibrant workplace.
• Competitive Compensation: Your hard work deserves recognition. Enjoy a competitive salary and benefits package, including comprehensive HMO coverage and optical reimbursements.
• Flexible Work Options: Work your way! If you're outside Baguio City, embrace a permanent work-from-home setup. For those within Baguio, our hybrid work model offers the best of both worlds.
• Wellness Matters: Recharge and refresh! Our flexible vacation and sick leaves empower you to prioritize your well-being, ensuring a healthy work-life balance.
• Pathways to Success: Your journey with us is brimming with growth opportunities. We're dedicated to nurturing your career and supporting your rise through the ranks.

Ready to embark on an enriching journey? Join the eFlex family and experience a workplace that values your individuality and success. Let's thrive together!