FP&A Systems Analyst

Trio Workforce Solutions

$90K — $105K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, Information Systems, Business, or related field
  • 4-6 years of experience in FP&A, financial systems, business systems, or related roles
  • Strong experience with financial planning tools like 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
  • Proficiency in Excel and financial modeling concepts
  • Strong analytical and problem-solving skills

Responsibilities

  • 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
  • Build and maintain financial models, dashboards, and reporting outputs within planning systems
  • Identify opportunities to improve financial processes through system enhancements and automation
  • Collaborate with FP&A, Accounting, and Technology teams to support financial processes
  • Support implementation of new financial tools, models, and system features

Benefits

  • Hybrid work arrangement for candidates near designated offices
  • Potential for fully remote options for others
  • Opportunity to work in a highly cross-functional role
  • Access to professional development and career growth
  • Engagement in innovative financial systems management
Full Job Description

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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