Reporting to the Director of FP&A, this role serves a dual purpose: driving institutional financial modeling, budgeting, and forecasting across scientific platforms and operational programs, while serving as the primary administrator and subject matter expert for the Institute's financial planning system (Workday Adaptive Planning).
The ideal candidate bridges corporate financial rigor with mission-driven research, using Adaptive Planning to streamline forecasting, enhance multi-year financial strategy, and optimize reporting across sponsored grants, gifts, and operating funds.
Key Responsibilities:Workday Adaptive Planning Administration- Implementation Completion & Continuity: Lead the administration of Workday Adaptive Planning, serving as the critical driver to successfully complete the paused system implementation. Ensure uninterrupted system functionality and continuous operational support across all core planning processes, including forecasts, annual operating budgets, capital expenditures, headcount/workforce planning, and related financial workflows.
- System Ownership: Serve as the hands-on Administrator for Workday Adaptive Planning, managing system security, user permissions, version controls, workflows, and integrations with enterprise systems (e.g., Workday HCM/Financials or ERP).
- Model Optimization & Enhancement: Design, build, and maintain sheets, accounts, assumptions, formulas, and dashboards within Adaptive Planning to evolve with institutional growth and complex funding models.
- Reporting & Data Integrity: Build and maintain OfficeConnect templates and native Adaptive reports to automate monthly/quarterly executive reporting packages. Ensure data synchronization across systems.
- End-User Enablement: Train, onboard, and support finance team members and budget holders across the Institute on Adaptive Planning tools and best practices.
Core FP&A & Strategic Financial Partnering- Budgeting & Forecasting: Lead the annual institutional budget process and quarterly rolling forecasts, partnering with scientific program leaders, platform directors, and administrative department heads.
- Financial Modeling & Analysis: Build and refine multi-year financial models incorporating complex funding mechanisms (federal/NIH grants, foundational funding, sponsored research, and philanthropic revenue).
- Variance & Scenario Analysis: Perform monthly and quarterly variance analyses (Actuals vs. Budget/Forecast), translating complex trends into actionable financial insights for senior leadership and board committees.
- Labor & Rate Modeling: Support financial planning for indirect cost rates (F&A), fringe benefit projections, capital investment allocations, and chargeback center modeling (work force allocations).
Qualifications & RequirementsEducation & Experience
• Degree: Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field required; MBA or MS in Finance/Data Analytics preferred.
• Experience: At least 7 years of progressive FP&A experience, with at least 2+ years serving as a hands-on Administrator or Lead Developer for Workday Adaptive Planning.
• Domain Expertise: Prior experience in academic medicine, life sciences, biotechnology, or non-profit/research institutes with sponsored program funding is strongly preferred.
Skills & Competencies
• Adaptive Expertise: Demonstrated mastery of Adaptive Planning building blocks (Modeled Sheets, Cube Sheets, Master Formulas, OfficeConnect, Integration Tasks).
• Financial Acumen: Deep understanding of non-profit accounting principles, grant accounting dynamics (direct vs. indirect costs), and multi-fund accounting.
• Advanced Analytical Tools: Advanced Excel skills (complex formulas, financial modeling) and proficiency with data visualization platforms (e.g., Power BI, Tableau) or SQL is a plus.
• Communication & Influence: Outstanding written and verbal communication skills with a proven track record of synthesizing technical data into clear narratives for executive and scientific stakeholders.
The Broad will not provide sponsorship for this opportunity.
The expected base pay range for this position as listed above is based on a 40 hour per week schedule. Broad provides pay ranges representing its reasonable and good faith estimate of what the organization reasonably expects to pay for a position at the time of posting. Actual compensation will vary based on factors including but not limited to, relevant skills, experience, education, qualifications, and other factors permissible by law.
At Broad, your base pay is just one part of a comprehensive total rewards package. From day one, this role offers a competitive benefits package including medical, dental, vision, life, and disability insurance; a 401(k) retirement plan; flexible spending and health savings accounts; at least 13 paid holidays; winter closure; paid time off; parental and family care leave; and an employee assistance program, among other Broad benefits.
