Job Summary Contractor FP&A The Opportunity
This role offers a seat where the individual’s models, dashboards, and judgment directly shape how a public fintech company plans, forecasts, and grows.
The contractor will own and evolve the financial planning system, Adaptive Planning, while also contributing directly to core Corporate FP&A work. This includes planning, forecasting, analysis, and reporting for senior leadership. It is a hybrid role for someone who wants to be equally strong in technical execution and strategic finance.
What You’ll Do
- Serve as the owner of the Adaptive Planning financial planning system.
- Build, maintain, and continuously improve the models, workflows, and data integrations with NetSuite, Workday HCM, and other source systems that support company-wide planning and reporting.
- Partner across Corporate FP&A on planning, forecasting, analysis, and reporting cycles, including variance analysis against plan and forecast. Surface the key issues, risks, and business drivers leadership needs to see.
- Consolidate financial forecasts and build presentations and narratives shared directly with senior executives.
- Partner closely with Accounting on changes to financial statement presentation and ensure consistency across systems.
- Bring AI and automation into everyday FP&A work, using tools such as Claude Cowork to accelerate analysis, streamline reporting, and create more time for strategic work.
- Complete ad hoc analysis and cross-functional financial projects as business needs arise.
What You’ll Bring Finance & FP&A Expertise
- Proven Corporate FP&A experience across planning, forecasting, variance analysis, and executive-level reporting.
- A track record of serving as a trusted advisor to business partners and engaging effectively with leadership.
- Strong command of financial statements and the ability to communicate complex financial results clearly and confidently, both in writing and in meetings.
Systems & Technical Expertise
- Hands-on experience with Adaptive Planning (Adaptive Insights) or a comparable financial planning platform such as Oracle Hyperion, SAP, Anaplan, Pigment, or Planful.
- Experience designing, building, or implementing planning systems and data integrations, rather than only using them.
- Comfort working with data beyond the planning tool itself. Experience with SQL, databases, and reporting systems is a plus.
- Practical experience using AI tools, such as Claude Cowork, to improve speed, quality, and efficiency in day-to-day work.
Who You Are
- Sharp, curious, and accomplished, with a strong academic and professional record.
- Highly analytical, detail-oriented, and comfortable moving between deep technical work and executive-level strategy.
- A quick learner who adopts new systems, tools, and technologies readily and enjoys staying ahead of them.
- A collaborative team player who brings energy, ownership, and a high standard to every assignment.
Compensation:
$130/hour
PDSINC, LLC is an Equal Opportunity Employer.