Senior Financial Analyst, Revenue & Forecasting

Workday, Inc.; Pleasanton, Northern (CA, KY); Hybrid; USD 131,000 - 197,000; Full time

Job summary

Workday, Inc. in Pleasanton, CA is seeking a Senior Financial Analyst to own the end-to-end monthly, quarterly, and weekly reporting packages, delivering timely insights on revenue and topline KPIs to senior leadership.

You will build dashboards, develop financial models for revenue forecasting, and analyze trends to inform planning. This is a hands-on role with ownership of processes, requiring SaaS finance experience and strong Excel/PowerPoint skills.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics or related field.
• MBA or relevant advanced degree is a plus.
• Strong proficiency in Excel, PowerPoint, and Google Sheets/Slides.

Responsibilities

• Own the end-to-end monthly, quarterly, and weekly reporting package, delivering timely, accurate insights on revenue, bookings, and other topline KPIs to senior leadership.
• Build and maintain dashboards and management reporting that leadership uses to track performance and make decisions.
• Develop, own, and continuously improve financial models supporting revenue forecasting, scenario planning, and long-range topline projections.
• Analyze revenue trends, drivers, and variances (by segment, product, channel, or region as applicable), identifying risks and opportunities and translating them into clear commentary and recommendations for senior management.
• Prepare management reports and presentations that translate financial data into clear, actionable recommendations for non-finance stakeholders.
• Drive process improvements to reporting and modeling workflows, increasing accuracy, scalability, and turnaround time.
• Support ad hoc financial analysis and projects as strategic priorities arise.

Skills

Financial modeling

Excel

PowerPoint

Google Sheets

Education

Bachelor's degree in Finance, Accounting, Economics

MBA or related advanced degree

Job description

Workday, Inc. in Pleasanton, CA is seeking a Senior Financial Analyst to own the end-to-end monthly, quarterly, and weekly reporting packages, delivering timely insights on revenue and topline KPIs to senior leadership.

You will build dashboards, develop financial models for revenue forecasting, and analyze trends to inform planning. This is a hands-on role with ownership of processes, requiring SaaS finance experience and strong Excel/PowerPoint skills.