Senior Associates serve as client-facing advisors and leaders responsible for driving key components of financial planning and analysis transformation projects
Job Summary
Senior Associates serve as client-facing advisors and leaders responsible for driving key components of financial planning and analysis transformation projects.
Conduct structured requirements-gathering sessions to assess planning, forecasting, and reporting needs and manage full project lifecycle activities.
Advise clients on planning best practices, model design, performance optimization, and business process improvements.
Matching Summary
Senior Associates serve as client-facing advisors and leaders responsible for driving key components of financial planning and analysis transformation projects.
Salary
Base: $115,000 - $140,000; Bonus/Equity: Annual incentive compensation; Benefits: Medical, dental, vision coverage and other wellness programs
Skills & Requirements
Must-have
Workday Adaptive Planning configuration
Financial modeling and analysis
Client-facing advisory
Project lifecycle management
Requirements gathering and solution design
Nice-to-have
Strategic advisory rooted in FP&A
Ability to manage ambiguity
Mentoring junior team members
Internal knowledge development
Key Requirements
3-5 years Workday Adaptive Planning experience
Experience leading project workstreams
Strong financial and operational model-building skills
Advanced Excel skills
Bachelor's degree in Finance, Accounting, Business Administration, Information Systems, or related discipline