Trio Workforce Solutions
• $90K — $105K *Qualifications
Responsibilities
Benefits
The FP&A Systems Analystis responsible forowning andoptimizingfinancial planning systems, data workflows, and reporting infrastructure to support forecasting, budgeting, and decision-making across the organization. This roleoperatesat the intersection of Finance, Technology, and Data, ensuring that financial systems and processes areaccurate, scalable, and aligned with business needs.
This individual serves as the primary owner of financial planning systems such as Workday Adaptive Planning andis responsible formaintainingdata integrity, enhancing system capabilities, and enabling efficient financial processes. The role also supports automation and reporting improvements, helping to reduce manual effort and increase the speed and reliability of financial insights.
This is a highly cross-functional role that partners closely with FP&A, Accounting, and Technology teams to build andmaintainthe infrastructure that supports financial planning and analysis.
Principal Responsibilities:
Financial Systems Ownership & Administration
Serve as the primary owner of financial planning systems such as Workday Adaptive Planning
Maintain system structure, hierarchies, dimensions, and user access
Ensure system configurations align with business and financial reporting needs
Support system updates, enhancements, and ongoing maintenance
Data Management & Integrity
Ensure accuracy, consistency, and integrity of financial data across systems
Manage data flows between source systems and financial planning tools
Validate data inputs and outputs used in forecasting, budgeting, and reporting
Identifyand resolve data discrepancies in collaboration withAccountingand other teams
Reporting & Model Enablement
Build andmaintainfinancial models, dashboards, and reporting outputs within planning systems
Support development of standardized reporting for budgeting, forecasting, and variance analysis
Enable self-service reporting capabilities for Finance and business stakeholders
Ensure reporting outputs areaccurate,timely, and aligned with business requirements
Process Optimization & Automation
Identifyopportunities to improve financial processes through system enhancements and automation
Reduce manual data manipulation and streamline reporting workflows
Support implementation of automated data integrations and process improvements
Partner with Technology teams to improve system efficiency and scalability
Cross-Functional Partnership
Collaborate with FP&A team members to support budgeting, forecasting, and analysis processes
Partner with Accounting to ensure alignment betweenactualsand planning data
Work with Technology teams on system integrations, data pipelines, and enhancements
Support business stakeholders by improving access to financial data and insights
System Implementation & Enhancement
Support implementation of new financial tools, models, and system features
Participate in system upgrades, testing, and validation processes
Document system processes, configurations, and best practices
Contribute to long-term system strategy and scalability
Educationand Certifications:
Required:Bachelors degree in Finance, Accounting,Information Systems, Business, or related field
Required Experience:
4 6 years of experience in FP&A, financial systems, business systems, or related roles
Strong experience with financial planning tools such as Workday Adaptive Planning, Anaplan, or similar
Solid understanding of financial planning processes including budgeting, forecasting, and variance analysis
Experience managing or supporting financial systems and data workflows
Strong analytical and problem-solving skills
Proficiencyin Excel and financial modeling concepts
Ability to work cross-functionally with Finance, Accounting, and Technology teams
Strong attention to detail and data accuracy
Preferred Experience:
Experience with system integrations, APIs, or data workflows
Familiarity with SQL or data querying tools
Experience with reporting or visualization tools such as Power BI
Exposure to automation tools or AI-assisted financial processes
Experience in high-growth or multi-entity environments
Success Metrics:
Accuracy and reliability of financial system data
Efficiency and scalability of financial planning processes
Reduction in manual reporting and data manipulation
Timeliness and quality of reporting outputs
Adoption and usability of financial systems by stakeholders
Successful implementation of system enhancements and automation
Location:
This role is hybrid for candidates located within a reasonable commuting distance to our Edmond, OK or Frisco, TX offices. Candidates outside a reasonable distance from either office are eligible for a fully remote arrangement.
Compensation:
The expected base salary range for this position is $90,000to $105,000annually.The final compensation offered will be determined based ona number offactors, including but not limited to skills, qualifications, experience, and location.
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