FP&A Specialist (Workday Adaptive, Prophix, Martus, Solver)

• Work with our business partners to support management reporting and financial reporting
• Work with business partners to develop dashboards
• Identify the client's needs and determine which modules would best serve their needs
• Review current standards and revise to ensure best practices
• Provide ongoing support after integration (training, prototype sessions)
• Develop and facilitate customized learning to meet the client's needs prior to launch
• Collaborate with the client to build models based on their needs
• Manage project scope, tasks, deadlines, budgets and work with project team through implementation
• Analyze client's current data and provide recommendations on how to integrate into FP&A Solutions
• Maintain confidentiality with external client information as well as internal employee and firm information

• Take initiative to be a team player (seeks out opportunities to help others)
• Treat everyone with respect and develop loyalty and trust with team
• Successfully adapt to different personalities and working styles
• Proactively and effectively communicate information regarding status issues to team members
• Hold self accountable for assigned work; seek continuous feedback to learn and develop in role; is open to new ideas and suggestions

• Strong communication skills, written and verbal, to effectively interface with all levels of firm management and staff; ability to communicate issues and conclusions
• Ability to work independently and under pressure, meet deadlines and work on multiple projects simultaneously
• Strong project and time management skills
• Collaboration with geographically disbursed teams
• Problem solving, conceptual and analytical skills; ability to shift focus and adapt to change

• Bachelor’s degree or commensurate experience
• Background in accounting and/or financial planning & analysis (FP&A) and experience in budgeting, forecasting and financial reporting/consolidation preferred
• Minimum two years' experience implementing and/or administering an FP&A solution (Workday Adaptive Planning, Prophix, Solver, Martus, etc.)
• Proficiency with Microsoft Office Suite
• Advanced knowledge in Microsoft Excel and SQL (or equivalent databases)
• Excellent organizational skills  and ability to thrive and adapt in a fast paced environment
• Excellent attention to detail with the ability to manage multiple projects
   

• Must be able to remain in a stationary position as needed
• The person in this position needs to occasionally move about inside the office and at client offices to access file cabinets, office machinery etc.
• Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
• Ability to communicate in a professional manner and exchange information with internal and external customers as needed
• Ability to lift/carry up to 20 pounds
• Ability to work outside of normal business hours and weekends as needed
• Ability to travel to local and non-local clients as needed, overnight travel may be required
• This job description is subject to change at any time and employee will be given additional responsibilities as assigned.

Salary Range: