Senior Financial Analyst

Insight Global; Morgan Hill (CA); On-site; USD 150,000 - 185,000; Full time

Job summary

Insight Global is seeking a Senior Financial Analyst to lead transformation of budgeting, forecasting, and reporting into Workday Adaptive Insights. This role focuses on administration and architecture, building scalable planning models and dashboards for strategic decision-making.

Partner with Finance, Operations, Sales, R&D and senior leadership to implement end-to-end FP&A processes, strictly leveraging Adaptive Insights capabilities and architecture to drive efficiency and data integrity

Qualifications

• Bachelor’s degree in finance, accounting, economics, or related field.
• 5+ years of progressive FP&A or corporate finance experience.
• Hands-on expertise with Workday Adaptive Insights Administration and Architecture.
• Experience building financial models, planning structures, dimensions, formulas, allocations, and dashboards within Adaptive Insights.
• Strong end-to-end FP&A experience.

Responsibilities

• Lead the migration of budgeting and forecasting into Workday Adaptive Insights.
• Serve as the primary Adaptive Insights Administrator, maintaining system structure, data integrity, and planning models.
• Manage integrations between Adaptive Insights, SAP, and reporting platforms.
• Support annual budgeting cycles, monthly forecasting, and actual-versus-budget analysis.
• Develop financial models, dashboards, KPI reporting, profitability and pricing analyses.

Skills

Adaptive Insights Admin

Adaptive Insights Architecture

Financial Modeling

FP&A Experience

End-to-End FP&A

Education

Bachelor's degree

Tools

Workday Adaptive Insights

Job description

Insight Global is seeking a Senior Financial Analyst to serve as a key member of the FP&A team and lead the transformation of budgeting, forecasting, and reporting processes into Workday Adaptive Insights. This individual will act as the organization's internal Adaptive Insights expert, partnering closely with Finance, Operations, Sales, R&D, and senior leadership to build scalable planning models, reporting solutions, and dashboards that support strategic decision-making. This role is highly focused on Adaptive Insights administration and architecture, requiring hands‑on experience designing and building planning models rather than simply maintaining existing templates.

Key Responsibilities:

• Lead the migration of Excel-based budgeting and forecasting processes into Workday Adaptive Insights.
• Serve as the primary Adaptive Insights Administrator, maintaining system structure, data integrity, formulas, dimensions, allocations, assumptions, and planning models.
• Manage integrations and data flows between Adaptive Insights, SAP environments, and reporting platforms.
• Support annual budgeting cycles, monthly forecasting, and actual-versus-budget analysis.
• Develop financial models, dashboards, KPI reporting, profitability analysis, pricing analysis, and executive-level reporting packages.

Required Skills & Experience:

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 5+ years of progressive FP&A or corporate finance experience.
• Hands‑on expertise with Workday Adaptive Insights Administration and Architecture.
• Experience building financial models, planning structures, dimensions, formulas, allocations, and dashboards within Adaptive Insights.
• Strong end-to‑end FP&A experience.

Compensation:

$150,000 to $185,000 per year annual salary.

Exact compensation may vary based on several factors, including skills, experience, and education.