Strategic FP&A Analyst — SaaS & Workday Expert

ITHAKA; New York (NY); Hybrid; USD 76,000 - 95,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Retirement plan 10% contribution

Parental leave

Paid time off 22 days

11 paid holidays

Sick days 12

Wellness benefits

Job summary

ITHAKA is seeking a Senior Financial Analyst to act as a strategic finance partner for cost analysis and planning across JSTOR, Portico, and Ithaka S+R. You will drive forecasting, long-range planning, and financial systems optimization in a SaaS/hybrid environment, delivering executive-ready narratives and scalable insights.

You will lead cost allocation, model improvements, and dashboards using Workday Adaptive Planning, Databricks, and Tableau, collaborating with Product leadership and

Qualifications

• 7+ years of progressive FP&A or strategic finance experience.
• Advanced proficiency in Workday Adaptive Planning.
• Strong working knowledge of Acumatica ERP and financial data structures.
• Experience in SaaS or hybrid subscription and services business models preferred.
• Advanced Google Suite, Microsoft 365, and BI capabilities (Power BI/Tableau).
• Proven advanced financial modeling and scenario planning skills.
• Ability to synthesize complex financial information into clear executive-ready narratives.
• Strong cross-functional communication skills.
• Familiarity with automation, AI-assisted analysis, or advanced analytics tools a plus.

Responsibilities

• Strategic financial partnership with senior product and functional leaders.
• Forecasting & planning: lead rolling forecasts and prepare exec materials.
• Systems & infrastructure: manage Workday Adaptive Planning and BI dashboards.
• Process improvement & innovation: advance FP&A practices using AI and automation.

Skills

Workday Adaptive Planning

Acumatica ERP

Power BI/Tableau

Financial modeling

Scenario planning

SaaS / hybrid models

Cross-functional communication

Job description

ITHAKA is seeking a Senior Financial Analyst to act as a strategic finance partner for cost analysis and planning across JSTOR, Portico, and Ithaka S+R. You will drive forecasting, long-range planning, and financial systems optimization in a SaaS/hybrid environment, delivering executive-ready narratives and scalable insights.

You will lead cost allocation, model improvements, and dashboards using Workday Adaptive Planning, Databricks, and Tableau, collaborating with Product leadership and