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Codex

Lead Financial Analyst

Codex, Boston, Massachusetts, United States


Lead FP&A Analyst (Workday Adaptive Planning) - Hybrid, Boston - $115-145K Are you a seasoned financial professional with a passion for SaaS? Our client is seeking a Lead Financial Analyst to join a dynamic and growing team in the SaaS industry. This role offers the opportunity to leverage your FP&A expertise and Adaptive Planning skills to drive impactful financial strategies in a collaborative environment . Key Responsibilitie s: Lead FP&A processes, including budgeting, forecasting, and long-range plann ingDevelop and maintain financial models within Adaptive Planning/Adaptive Insights, ensuring scalability and accur acyGenerate impactful financial reports and dashboards using OfficeConnect and Adaptive Report ingCollaborate cross-functionally to analyze and interpret financial results, providing actionable insig htsSupport executive decision-making with detailed financial analysis and scenario plann ingContinuously optimize processes for efficiency and alignment with company go als Qualificati ons:4 years of FP&A experi enceAdvanced skills in Adaptive Plan ning, including modeling, reporting, and OfficeConnect (Admin or Super User level prefer red)Strong understanding of SaaS metrics and financial dri versExceptional analytical skills and proficiency in Microsoft E xcelStrong interpersonal and communication skills, with the ability to influence stakeholders across all levels of the organiza tionExperience with Salesforce, Tableau, and Snowflake a plusBachelor’s degree in Finance, Accounting, Economics, or a related f ield Why Join?Work in an innovative and fast-paced SaaS enviro nmentCollaborate with a talented team dedicated to growth and excel lenceEnjoy a hybrid work model for flexibility and work-life ba lanceCompetitive salary and opportunities for professional develo pment