Manager, Corporate FP&A

Jobtailor

Dallas (TX)

On-site

USD 120,000 - 150,000

Full time

2 days ago

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Job summary

Jobtailor is seeking an experienced FP&A professional to lead planning, budgeting and reporting initiatives using Workday Adaptive Planning. You will develop and maintain multi-year financial models, deliver executive packs and KPI dashboards, and partner with Accounting, IT and senior leadership to improve data quality and forecast accuracy.

The ideal candidate has 7+ years of FP&A experience, strong Excel, SQL and Python skills, and a track record of driving automation in enterprise data

Qualifications

Bachelor's degree in Finance, Accounting, Economics, Information Systems, or related field.
7+ years of progressive FP&A or Corporate Finance experience.
Hands-on experience with Workday Adaptive Planning in both user and administrative capacities.
Experience managing budgeting, forecasting, and financial reporting processes.
Advanced Excel and financial modeling skills.
Strong understanding of financial statements and business performance drivers.
Experience administering Workday Adaptive Planning, including dimensions, integrations, modeled sheets, and system maintenance.
Experience developing and managing long-range strategic planning models.
Experience working with ERP systems and enterprise data environments.
Demonstrated ability to partner with senior leadership and present financial insights.
Experience with SQL for data extraction, validation, and reporting.
Python experience for process automation, financial analysis, and data transformation.

Responsibilities

Participate in monthly forecasting, annual budgeting, and long-range planning across the organization.
Develop and maintain financial models to support strategic decision making and growth initiatives.
Analyze financial performance and provide actionable insights to executive leadership.
Prepare executive reporting packages, board materials, and KPI dashboards.
Support scenario planning and sensitivity analyses to assess business opportunities and risks.
Develop and maintain multi-year financial models and strategic plans.
Serve as a primary administrator and subject matter expert for Workday Adaptive Planning.
Maintain and update dimensions, hierarchies, attributes, accounts, levels, modeled sheets, and reporting structures.
Execute and monitor system integrations, imports, exports, and data validation processes.
Partner with Accounting, IT, and business stakeholders to improve system functionality and data quality.
Support system upgrades, enhancements, user training, and documentation.
Troubleshoot system issues and resolve planning and reporting challenges.
Drive continuous improvement and automation initiatives within Adaptive Planning.
Leverage technology and automation tools to improve reporting efficiency and forecast accuracy.
Develop and maintain data queries, reports, and automated workflows.
Support scalable reporting solutions and dashboards.

Skills

Workday Adaptive Planning

Financial Modeling

Budgeting & Forecasting

SQL

Python

Advanced Excel

Data Validation

KPI Dashboards

ERP Systems

Analytical Thinking

Collaboration

Communication

Problem-Solving

Presentation Skills

Education

Bachelor's degree

Tools

Workday Adaptive Planning

Job description

Participate in monthly forecasting, annual budgeting, and long-range planning processes across the organization
Develop and maintain financial models to support strategic decision making and growth initiatives
Analyze financial performance and provide actionable insights to executive leadership
Prepare executive reporting packages, board materials, and KPI dashboards
Support scenario planning and sensitivity analyses to assess business opportunities and risks
Develop and maintain multi-year financial models and strategic plans
Serve as a primary administrator and subject matter expert for Workday Adaptive Planning
Maintain and update dimensions, hierarchies, attributes, accounts, levels, modeled sheets, and reporting structures
Execute and monitor system integrations, imports, exports, and data validation processes
Partner with Accounting, IT, and business stakeholders to improve system functionality and data quality
Support system upgrades, enhancements, user training, and documentation
Troubleshoot system issues and resolve planning and reporting challenges
Drive continuous improvement and automation initiatives within Adaptive Planning
Leverage technology and automation tools to improve reporting efficiency and forecast accuracy
Develop and maintain data queries, reports, and automated workflows
Support scalable reporting solutions and dashboards

Requirements

Bachelor's degree in Finance, Accounting, Economics, Information Systems, or related field
7+ years of progressive FP&A or Corporate Finance experience
Hands-on experience with Workday Adaptive Planning in both user and administrative capacities
Experience managing budgeting, forecasting, and financial reporting processes
Advanced Excel and financial modeling skills
Strong understanding of financial statements and business performance drivers
Experience administering Workday Adaptive Planning, including dimensions, integrations, modeled sheets, and system maintenance
Experience developing and managing long-range strategic planning models
Experience working with ERP systems and enterprise data environments
Demonstrated ability to partner with senior leadership and present financial insights
Experience with SQL for data extraction, validation, and reporting
Python experience for process automation, financial analysis, and data transformation

Core Competencies

Demonstrates expertise in financial planning and analysis, with a strong focus on budgeting, forecasting, and strategic decision-making. Proficient in utilizing Workday Adaptive Planning and advanced Excel for financial modeling and reporting.

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