Senior Financial Analyst: Revenue Insights & Forecasting

Workday; Pleasanton (CA); Hybrid; USD 131,000 - 197,000; Full time

Benefits offered by this job

Bonus plan

Job summary

Workday in Pleasanton, CA is seeking a Senior Financial Analyst to own reporting and analysis of topline revenue, bookings, and related KPIs. You will build and maintain financial models, dashboards, and reporting packages for senior leadership, translating data into actionable insights and supporting forecasting and decision-making.

The role collaborates with FP&A and cross-functional partners, requires a minimum of 5 years in finance, a finance degree (MBA a plus), and strong Excel/PowerPoint

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA or relevant advanced degree is a plus.
• Minimum of 5 years of progressive finance experience, with a strong understanding of SaaS business models and key metrics.
• Financial modeling experience & analytical skills with a focus on building scalable, repeatable tools & processes with strong attention to detail and accuracy.

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

SaaS metrics

Analytical skills

Independent

Collaboration

Education

Bachelor's degree in Finance/Accounting/Economics

MBA or advanced degree (plus)

Tools

Excel

PowerPoint

Google Sheets/Slides

Job description

Workday in Pleasanton, CA is seeking a Senior Financial Analyst to own reporting and analysis of topline revenue, bookings, and related KPIs. You will build and maintain financial models, dashboards, and reporting packages for senior leadership, translating data into actionable insights and supporting forecasting and decision-making.

The role collaborates with FP&A and cross-functional partners, requires a minimum of 5 years in finance, a finance degree (MBA a plus), and strong Excel/PowerPoint