• Subject Matter Expert for the Workday financial platform as a technical expert applying best practices for Workday Financials. • Recommend, design, implement, and effectively operationalize plans for improvements, enhancements, and new applications to the system. • Perform Workday administrative functions including business process configuration, tenant configuration, data loads and integrations. • Work closely with functional areas (Accounting, Tax, Finance, FP&A, Treasury, ITGC) and business stakeholders to design, test and implement efficient solutions, reporting, and dashboards. • Resolve system issues and address requests from functional areas and end users. • Support Workday feature release updates and enhancements. • Maintain data in the system for security, integrity and compliance. • Assist in the design and implementation of new functionality. • Model best practice components of customer service for excellent stakeholder experience.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As an Analyst II, Corporate Finance, you will support the Financial Planning and Analysis (FP&A) function by performing complex data management, report preparation, and financial forecasting activities. This role works closely with finance leadership to ensure timely and accurate delivery of financial insights and performance metrics that inform business decisions. The Analyst II, Corporate Finance will support system optimization efforts and contribute to continuous improvement in reporting efficiency and accuracy. In This Role, You Will... - Maintain a basic understanding of the routine reports, including reports' contents and different data sources in preparation. - Ensure timely and high-quality support for the report preparation, such as management reporting (monthly operating review) and PE Stakeholder reporting. - Serve as a key contact person for monthly global reports. - Support team supervisors to address ad hoc data and reporting requests from internal and external stakeholders, including senior leadership. - Develop an understanding of financial data flow within systems such as Workday and Adaptive Planning. - Support annual budget and periodic forecasting cycles by consolidating inputs from multiple FP&A colleagues. - Identify and resolve discrepancies or anomalies in budget data and communicate findings to leadership. - Assist in the creation of financial presentations and summaries for leadership review. - Support financial modeling and scenario analysis to assess potential business outcomes. - Support report optimization due to new business needs, such as structure reorganization and new acquisitions. - Support the creation and maintenance of data repositories to streamline financial reporting processes. - Assist with data mapping, troubleshooting discrepancies, and resolving issues in collaboration with finance colleagues. - Recommend enhancements to ensure systems meet evolving business needs. - Provide user support for data-related system inquiries and assist with troubleshooting. - Provide project-based and ad hoc analytical support to the finance team as needed. Qualifications - Bachelor's Degree in Accounting, Finance, Economics, or related field. - 3-5 years' experience in financial analysis, accounting, auditing, or budgeting. - Proficient in Microsoft Office Suite, with advanced Excel knowledge (pivot tables, formulas, and data visualization). - Experience with Workday, Adaptive Planning, and Power BI strongly preferred. - Meticulous attention-to-detail with a demonstrated ability to identify discrepancies, ensure accuracy, and maintain high standards across tasks and deliverables. - Ability to leverage strong analytical skills to interpret complex datasets, uncover trends, and extract actionable insights. - Effective written and oral communication skills; Problem-solving skills and critical thinking. - Strong time management and prioritization skills. - Proficient in management and interpretation of large data sets. - Ability to thrive and collaborate in multicultural teams. Benefits - Generous PTO plan with paid holidays + floating holidays. - 100% paid Employee Healthcare on Day 1. - Eligible for all medical, dental, and vision benefits on Day 1. - 401k with employer match, vested on Day 1. - Opportunity to work for a growing, global organization. - Ability to engage with clients and internal partners to make an impact. - Organization-wide focus on growth and development. Compensation Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote position, and the salary range for most locations for this role is $39,339 - $66,393 annually. The salary range may vary based on experience and on the specific geographic location in which the candidate resides. Interview Process To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via zoom. The standard interview process includes: - Behavioral Interview with Talent Acquisition. - Online talent assessment. - Hiring Manager Interview. - Stakeholder Interview. - *Additional interview steps may be added depending on the position or if further evaluation is needed. Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process.

• Understanding the Client's Personal and Financial Circumstance • Identify and Define Goals • Analyze the Client's Current Course of Action and Potential Alternative Course(s) of Action • Develop and present comprehensive financial plans to retail clients using MoneyGuidePro • Work with existing retail clients and onboard referrals from Advisors • Coordinate & Schedule a multi-meeting process with clients to understand full financial picture and present actionable next steps • Support Financial Advisor & Planner in creating a first-in-class client experience • Manage a pipeline of current retail clients • Communicate effectively with wide demographic of client base • Showcase and communicate mastery of financial planning topics • Discuss all phases of comprehensive financial planning and offer Empower products and services where applicable • Initiates proactive/follow-up phone calls on behalf of the participant to current or prior provider to coordinate next steps and implement client decisions • Build and solidify client relationships pre- and post-retirement through a distinctive experience that leverages the unique value proposition

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This role offers an exciting opportunity for a finance professional to play a key role in shaping financial strategy and operational decision-making. The Financial Planning & Analysis Manager will lead budgeting, forecasting, and financial modeling efforts while delivering insights that guide leadership decisions. You will collaborate closely with cross-functional teams to analyze performance, track key metrics, and ensure accurate financial reporting. The role requires a strong analytical mindset and the ability to translate complex financial data into clear business insights. Working in a fast-paced environment, you will help optimize reporting structures, improve financial planning processes, and support strategic initiatives. Ideal candidates bring strong modeling expertise, SaaS industry knowledge, and the ability to influence stakeholders through data-driven insights. - Lead and support the annual budgeting and forecasting process, coordinating with department leaders to gather inputs and build comprehensive financial plans. - Maintain and enhance financial models used for planning, forecasting, and strategic decision-making. - Analyze revenue and expense trends to ensure accurate forecasts and proactively update financial projections. - Manage financial reporting processes, including the preparation of monthly and quarterly management reports and KPI dashboards. - Review monthly financial results, identify variances against budget, and provide insights and recommendations to leadership. - Improve financial planning and reporting structures to deliver clearer insights into business performance. - Support strategic finance initiatives and evaluate potential financial opportunities or business scenarios. - Collaborate with sales leadership and revenue operations teams to align sales targets with company growth objectives. - Perform ad hoc financial analysis and reporting to support executive decision-making. Qualifications - Bachelor’s degree in Finance, Accounting, or a related field preferred. - 7–10 years of relevant experience in Financial Planning & Analysis, strategic finance, investment banking, or private equity. - Experience working within the SaaS or software industry with familiarity with ARR and SaaS financial metrics. - Advanced financial modeling and analytical skills with strong proficiency in Microsoft Excel and PowerPoint. - Experience with financial planning tools such as Adaptive Planning strongly preferred. - Strong problem-solving and analytical abilities with attention to detail. - Excellent communication and interpersonal skills with the ability to present financial insights to senior stakeholders. - Ability to work in fast-paced environments with competing priorities while maintaining accuracy and organization. - Self-starter mindset with strong time management and project management skills. - Ability to collaborate cross-functionally and drive continuous improvement in financial processes. Benefits - Competitive compensation package. - Comprehensive health coverage including medical, dental, and vision insurance. - Retirement savings plan with company contributions. - Paid time off and company holidays. - Flexible and supportive work environment. - Professional development and learning opportunities. - Collaborative culture with strong cross-functional engagement.