Financial Reporting Analyst

LERETA, LLC; Pomona (CA); On-site; USD 85,000 - 110,000; Full time

Job summary

LERETA, LLC is seeking a Financial Reporting Analyst to elevate our financial reporting environment at the intersection of planning, analytics, and automation. This role combines technical finance, data tooling, and clear communication to translate complex financial data into decision-ready insights for leadership.

You will collaborate with Finance, Accounting, Operations and cross-functional partners to build and maintain reporting in Workday Adaptive Planning, leveraging AI to connect diverse

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 2-5 years of experience in financial reporting, FP&A, or similar analytical role.
• Hands-on experience building Workday Adaptive Planning reports, dashboards, and integrations.
• Aptitude and interest in applying AI/automation to connect data sources and reduce manual reporting.
• Experience partnering with cross-functional leaders for collaborative forecasting.
• Proficient in Excel; familiarity with SQL or Python is a strong plus.
• Strong understanding of GAAP and month-end close.

Responsibilities

• Build and enhance Workday Adaptive Planning reports, dashboards, and models.
• Own the design and delivery of recurring monthly, quarterly, and annual reporting packages.
• Ensure reporting accuracy, consistency, and integrity across all outputs and reconcile to the GL.
• Develop Adaptive metadata, dimensions, and data integrations for scalability.
• Connect data sources across ERP, planning, and operations using automation and AI tools.
• Create automated data workflows to speed close-to-report cycles.
• Use AI-assisted insights to surface trends and drivers for stakeholders.
• Identify and reduce manual, repetitive reporting tasks for continuous improvement.
• Serve as data quality steward with source-to-report traceability.
• Document processes and implement repeatable, controlled workflows.
• Recommend improvements to reporting architecture, tools, and controls.

Skills

Excel

SQL

Python

Data analysis

GAAP knowledge

Cross-functional collaboration

Automation awareness

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Workday Adaptive Planning

Office Connect

Adaptive reporting

Job description

The Financial Reporting Analyst owns and elevates LERETA's financial reporting environment, sitting at the intersection of financial reporting, planning systems, and automation. The role is technically strong, forward-thinking, and detail-oriented, with the analytical depth and communication skills required to translate complex financial data into clear, decision-ready insights for leadership. The position works closely with Finance, Accounting, Operations, and cross-functional business partners to build and maintain LERETA's reporting infrastructure in Workday Adaptive Planning, leveraging AI and modern data tooling to connect disparate data sources, reduce manual effort, and continuously re-engineer how reporting gets done.

Key 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.

Automation & AI-Enabled Insights

• Support efforts to connect data sources across ERP, planning, and operational systems, using automation and AI tools to reduce manual data pulls and reconciliation over time.
• Contribute to building automated data workflows that streamline the close-to-report cycle and increase reporting speed.
• Use AI-assisted tools to help surface trends, anomalies, and drivers in financial analysis, delivering faster and richer insights for stakeholders.
• Help identify and reduce manual, repetitive reporting tasks, bringing a continuous-improvement mindset to how the work gets done.

Analysis & Business Support

• Deliver variance analysis (budget vs. actual, period-over-period) with clear narrative commentary for leadership.
• Work directly with business partners across functions to gather operational context and insights, translating them into accurate forecasts and reporting.
• Provide ad hoc analysis and reporting to support fast-paced decision-making.

Data Integrity & Process Improvement

• Serve as a steward for data quality across reporting systems, ensuring source-to-report traceability.
• Document reporting processes and build repeatable, well-controlled workflows.
• Recommend and implement improvements to reporting architecture, tools, and controls.

Salary range: $85,337-$110,000

Core Competencies

• Produces accurate, timely financial reporting packages with a continuous focus on reducing manual effort and improving efficiency
• Builds and maintains robust, scalable Workday Adaptive Planning reports trusted as the single source of truth across the organization
• Applies AI and automation tools to reduce reporting cycle time and elevate the quality of financial insight delivered to stakeholders
• Partners with leadership to ensure decisions are consistently supported by timely, accurate, and forward-looking financial analysis
• Demonstrates a continuous-improvement mindset, proactively identifying opportunities to streamline reporting processes and data workflows
• Detail-oriented with a demonstrated commitment to accuracy and data integrity
• Excellent communication skills-able to translate complex data into clear insights for executive audiences
• Self-starter with a bias toward action, a systems mindset, and a strong sense of ownership

Required Education & Experience

• 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. Direct hands-on experience is a plus, but a proven willingness to learn and adopt these tools is what matters most
• 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

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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