Senior Associate Financial Planning & Analysis GoodLeap
Overview
GoodLeap seeks a Senior Associate Financial Planning & Analysis professional to lead budgeting forecasting and reporting initiatives. This role drives consistent financial visibility across business units while ensuring alignment between GAAP and management reporting standards. The ideal candidate thrives in a fast-moving environment and will own recurring close packages ad hoc analysis and process optimization tasks.
What You'll Do11
- 1Support the annual budget build across business units including model maintenance and consolidation
- 2Lead quarterly reforecast cycles and long-range planning activities
- 3Prepare and maintain recurring close reporting packages with high accuracy requiring minimal senior review
- 4Respond to ad hoc analytical requests and synthesize findings for executive leadership
- 5Support Workday financial reporting capabilities and Adaptive Planning implementation
- 6Maintain data integrity hierarchies and tie-outs across financial systems
- 7Optimize data structures and reporting workflows to scale with business growth
- 8Automate manual processes using Power Query Excel macros or AI-assisted scripting
- 9Collaborate with Finance leadership to translate financial results into actionable insights
- 10Ensure quality of routine reporting outputs including month close packages board materials and executive presentations
- 11Drive continuous improvement of financial models and reporting processes
Requirements11
- 1Bachelor`s degree in finance accounting economics or related field with 4-6 years of progressive FP&A experience
- 2Fintech or banking industry experience preferred with MBA CPA or CFA a plus
- 3Advanced Excel skills including complex formulas financial modeling and pivot tables
- 4Power Query proficiency and experience with Workday Financials or Adaptive Planning
- 5Strong understanding of corporate finance GAAP and management reporting concepts
- 6Basic to intermediate SQL skills and familiarity with BI tools like Tableau or Power BI
- 7Detail-oriented mindset with systematic approach to model tie-outs and reconciliations
- 8Ability to synthesize financial results into clear written narratives and leadership-ready summaries
- 9Experience managing multiple deliverables under tight close deadlines in a fast-moving environment
- 10Curiosity and experience applying AI tools such as Claude or Copilot to automate FP&A workflows
- 11Willingness to champion AI adoption across the team
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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