Senior Financial Analyst, FP&A & Strategic Planning (SaaS)

Remote Genie; United States; On-site; USD 76,000 - 95,000; Full time

Job summary

ITHAKA is seeking a Senior Financial Analyst to serve as a strategic finance partner across product and shared services for JSTOR, Portico, and Ithaka S+R. This high-impact role blends forecasting, long-range planning, and financial systems optimization in a SaaS/hybrid environment, with heavy emphasis on Workday Adaptive Planning and Acumatica.

You will translate complex data into clear narratives for executive leadership, partner with product leadership and cross-functional teams, and drive

Qualifications

• 7+ years of progressive FP&A or strategic finance experience.
• Advanced proficiency in Workday Adaptive Planning.
• Strong working knowledge of Acumatica ERP and financial data structures.
• Experience in SaaS or hybrid subscription and services business models preferred.
• Advanced BI capabilities (Power BI/Tableau).
• Proven advanced financial modeling and scenario planning skills.
• Ability to synthesize complex financial information into executive-ready narratives.
• Strong cross-functional communication skills.
• Familiarity with automation, AI-assisted analysis, or advanced analytics tools a plus.

Responsibilities

• Serve as the primary finance partner to senior product and functional leaders.
• Maintain our cost allocation model and lead analysis of costs across four units.
• Translate cost structure analysis into actionable insights.
• Identify financial risks, structural margin drivers, and resource tradeoffs.
• Support evaluation of new initiatives, pricing changes, and portfolio investments.
• Lead regular and rolling forecasts for complex, multi-entity areas.
• Prepare monthly/quarterly financial review materials for executive leadership.
• Contribute to long-range planning and scenario modeling.
• Design and maintain cost allocation model with drivers and variance explanations.
• Ensure forecast assumptions are defensible and aligned with accounting standards.
• Manage non-payroll and payroll budgets; maintain purchase order details.
• Elevate reporting to decision-support tools and improve data governance.

Skills

Strategic finance partnership

Forecasting & planning

Systems & infrastructure

Process improvement

Executive storytelling

SaaS / hybrid models

Financial modeling

Tools

Workday Adaptive Planning

Acumatica ERP

Databricks

Tableau

Power BI

Google Suite

Microsoft 365

Job description

ITHAKA is seeking a Senior Financial Analyst to serve as a strategic finance partner across product and shared services for JSTOR, Portico, and Ithaka S+R. This high-impact role blends forecasting, long-range planning, and financial systems optimization in a SaaS/hybrid environment, with heavy emphasis on Workday Adaptive Planning and Acumatica.

You will translate complex data into clear narratives for executive leadership, partner with product leadership and cross-functional teams, and drive