Strategic FP&A Lead — SaaS & Product

ITHAKA; Oregon; Hybrid; USD 76,000 - 95,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Employer-paid retirement contribution

Parental and caregiver leave

Paid time off

Job summary

ITHAKA is seeking a Senior Financial Analyst to partner with product and shared services leadership across JSTOR, Portico, and Ithaka S+R. The position emphasizes forecasting, cost allocation, and data-driven decision support in a SaaS/hybrid environment.

You will implement scalable financial narratives and optimize Workday Adaptive Planning, Acumatica, and analytics dashboards. The role reports to the Director of FP&A and requires cross-functional collaboration across Enterprise Operations,

Qualifications

• 7+ years of progressive FP&A or strategic finance experience.
• Advanced proficiency in Workday Adaptive Planning.
• Strong knowledge of Acumatica ERP and financial data structures.
• Experience in SaaS or hybrid subscription and services models.
• Advanced BI capabilities (Power BI/Tableau).
• Proven financial modeling and scenario planning skills.
• Ability to translate complex finance data into executive narratives.

Responsibilities

• Serve as primary finance partner to senior product and functional leaders.
• Lead rolling forecasts and monthly/quarterly leadership materials.
• Design and maintain cost allocation models and data governance.
• Manage headcount, payroll budgets, and non-payroll costs.
• Improve forecasting accuracy and automate reporting processes.
• Elevate reporting to decision-support tools.

Skills

Senior FP&A experience

Workday Adaptive Planning

Acumatica ERP

SaaS/hybrid models

Power BI/Tableau

Financial modeling

Executive storytelling

Tools

Databricks

Tableau

Acumatica

Workday Adaptive Planning

Job description

ITHAKA is seeking a Senior Financial Analyst to partner with product and shared services leadership across JSTOR, Portico, and Ithaka S+R. The position emphasizes forecasting, cost allocation, and data-driven decision support in a SaaS/hybrid environment.

You will implement scalable financial narratives and optimize Workday Adaptive Planning, Acumatica, and analytics dashboards. The role reports to the Director of FP&A and requires cross-functional collaboration across Enterprise Operations,