Senior Financial Reporting Analyst - Workday Planning Expert

Optima Global Solutions Inc.; New York (NY); On-site; USD 120,000 - 160,000; Full time

Job summary

Optima Global Solutions Inc. is seeking a Senior Financial Reporting Analyst to support financial reporting, budgeting, forecasting, and lender reporting using Workday Adaptive Planning.

The role partners with Accounting, Finance, and operations to drive accurate statements, management reporting, and planning deliverables in a GAAP-compliant environment. The Senior Analyst will lead the preparation of detailed financial packages, dashboards, and executive-level materials, ensuring accuracy and

Qualifications

• Advanced proficiency in Workday Adaptive Planning, budgeting, forecasting, financial modeling, reporting, and variance analysis.
• Strong knowledge of GAAP and accounting practices.
• Experience with consolidations, intercompany eliminations and segment reporting.

Responsibilities

• Prepare monthly consolidated financial statements (income statement, balance sheet, cash flow).
• Create monthly financial reporting package with operational KPIs.
• Support monthly close processes for business units and consolidated reporting.

Skills

Workday Adaptive Planning

GAAP

Excel

Financial analysis

Education

Bachelor's degree in Finance or Accounting

CPA designation or MBA preferred

Tools

NetSuite

Job description

Optima Global Solutions Inc. is seeking a Senior Financial Reporting Analyst to support financial reporting, budgeting, forecasting, and lender reporting using Workday Adaptive Planning.

The role partners with Accounting, Finance, and operations to drive accurate statements, management reporting, and planning deliverables in a GAAP-compliant environment. The Senior Analyst will lead the preparation of detailed financial packages, dashboards, and executive-level materials, ensuring accuracy and