Senior FP&A Analyst: Workday Planning & SaaS Insights

Maxonic, Inc.; Pleasanton (CA); On-site; USD 69,000 - 90,000; Full time

Job summary

Maxonic, Inc. seeks a senior financial analyst to join its Finance team in Pleasanton, CA.

You will drive advanced financial analysis, modeling, forecasting, and strategic support for senior leadership, including serving as the Finance lead for Workday Adaptive Planning. This role partners with Accounting, Data, Payments, Sales, Product, and Operations to align financial strategies with business objectives.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics or related field.
• 6+ years of progressive experience in financial analysis and FP&A.
• Strong SaaS and payment processing metrics knowledge.
• Advanced modeling, forecasting, and budgeting skills.
• Experience implementing FP&A systems is a plus.
• Proficiency with NetSuite, Power BI, SQL, and Excel.
• Ability to translate data into actionable recommendations for leadership.
• Proven ability to lead cross-functional initiatives without direct reporting authority.
• Excellent communication and storytelling skills.

Responsibilities

• Lead analysis of SaaS and payment metrics including MRR, ARR, churn, LTV, CAC.
• Develop and maintain advanced financial models for planning and decision-making.
• Own Workday Adaptive Planning implementation and governance.
• Gather requirements, validate data, and support UAT for planning tools.
• Develop financial reporting and analysis using Workday, NetSuite, Power BI, SQL, and Excel.
• Partner with Accounting, Data, Sales, and Ops to align finance with business goals.
• Prepare board and executive-level materials and presentations.
• Perform variance analysis, scenario planning, and sensitivity analysis.
• Mentor junior analysts and improve FP&A processes.
• Act as trusted advisor to senior leadership.

Skills

Financial analysis

FP&A

Forecasting

Budgeting

Financial modeling

Variance analysis

Scenario planning

Cross-functional collaboration

Leadership

Communication

Education

Bachelor's degree in Finance, Accounting, Economics

Tools

Workday Adaptive Planning

NetSuite

Power BI

SQL

Excel

Job description

Maxonic, Inc. seeks a senior financial analyst to join its Finance team in Pleasanton, CA.

You will drive advanced financial analysis, modeling, forecasting, and strategic support for senior leadership, including serving as the Finance lead for Workday Adaptive Planning. This role partners with Accounting, Data, Payments, Sales, Product, and Operations to align financial strategies with business objectives.