Senior FP&A Analyst — Workday & Forecasting Mastery

EP Wealth Advisors, LLC; Torrance (CA); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

11 Paid Holidays + 2 Floating Holidays

Paid Parental Leave

Paid Volunteer Time

Flexible Work Schedule

Health, Dental, and Vision Plans

401k with company match

Mental Health services

Life Insurance

Disability Insurance

FSA/HSA

Educational Expense Reimbursement

Charitable Donations

Referral Incentives

Team Building Activities

Employee Assistance Program

Job summary

EP Wealth Advisors is seeking a Financial Planning and Analysis Analyst to lead budgeting, forecasting, and advanced financial modeling, partnering with executives across the organization.

The role includes owning the Workday FP&A implementation and ongoing administration, building scalable data workflows, and delivering insightful reports. A background in finance with 4–6 years of FP&A experience, strong analytical and communication skills, and expert Excel are required.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 4-6 years of experience in financial planning, forecasting, or variance analysis.
• Hands-on experience with Workday Adaptive Planning, including implementation and/or system administration, strongly preferred.
• Proficiency in financial modeling, advanced Excel skills, and experience with BI tools like Tableau.
• Demonstrated experience working with massive data sets (millions of rows or multiple integrated source systems) and performing complex data analysis to drive financial insights.

Responsibilities

• Support the forecasting process by harnessing historical data, market trends, and business insights to develop accurate financial forecasts.
• Support the annual budgeting process end-to-end, partnering with department leaders to build, consolidate, and manage budgets in line with company targets and timelines.
• Conduct detailed variance analysis comparing actual financial performance against forecasts and budgets. Identify key drivers behind variances, assess their implications, and provide actionable recommendations to management for course correction or improvement.
• Serve as a trusted business partner to functional and departmental leaders, providing financial insight, ad hoc analysis, and decision support that ties directly to business objectives.
• Build and deliver ad hoc financial models and analyses on request, translating open-ended business questions into clear, defensible financial answers under tight turnaround times.
• Leverage BI tools like Tableau to visualize financial data, trends, and performance metrics. Create interactive dashboards and reports that provide meaningful insights to stakeholders, enabling informed decision-making.
• Extract, clean, and analyze large, multi-source data sets to uncover trends, anomalies, and insights that inform forecasting, budgeting, and strategic decisions.
• Perform complex, multi-dimensional data analysis across business units, products, and time periods, distilling high-volume data into clear, actionable takeaways for senior leaders.
• Design scalable, automated data workflows and reporting processes that reduce manual effort and improve the speed and reliability of analysis on large data volumes.
• Develop and maintain sophisticated financial models to support forecasting, scenario analysis, and decision-making.
• Generate comprehensive and insightful financial reports, highlighting key findings from variance analysis and forecasting exercises.
• Review and analyze M&A deals post transaction to deal models.
• Support the FP&A team's Workday implementation, including configuration of budgeting, planning, and reporting modules in partnership with IT and outside consultants.
• Serve as the ongoing Workday system administrator for FP&A: manage security roles and access, maintain workflows and business processes, troubleshoot issues, and coordinate system updates and enhancements.
• Build and maintain Workday reports and dashboards that support budgeting, forecasting, and management reporting needs.
• Train and support end users on Workday functionality relevant to financial planning and reporting, serving as the go-to resource for FP&A-related system questions.
• Drive continuous improvement initiatives in forecasting methodologies, variance analysis techniques, and reporting processes.
• Ensure the integrity and accuracy of financial data used in forecasting and variance analysis.

Skills

Financial modeling

Excel advanced

Communication

Data analysis

Business partnering

Forecasting

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Workday Adaptive Planning

Tableau

SQL

Python

Power Query

Job description

EP Wealth Advisors is seeking a Financial Planning and Analysis Analyst to lead budgeting, forecasting, and advanced financial modeling, partnering with executives across the organization.

The role includes owning the Workday FP&A implementation and ongoing administration, building scalable data workflows, and delivering insightful reports. A background in finance with 4–6 years of FP&A experience, strong analytical and communication skills, and expert Excel are required.