Senior Specialist, Financial Planning & Analysis

Summary

The Senior Specialist, Financial Planning & Analysis (FP&A) plays a key role in the organization’s budgeting, forecasting, reporting, and financial analysis processes. This position partners closely with business leaders, independently manages assigned planning and reporting activities, and translates complex financial and operational data into actionable insights that support informed decision-making and strategic objectives.

Responsibilities

Lead assigned components of the annual budget, monthly forecast, and long-range planning processes, ensuring accuracy, consistency, and timely completion. Prepare and present monthly variance analyses comparing actual results with budget, forecast, and prior year; clearly communicate key drivers, risks, opportunities, and recommended actions. Partner with department and business leaders to develop budgets and forecasts that reflect business trends, operational initiatives, resource needs, and strategic priorities. Provide proactive financial guidance and challenge assumptions to improve forecast quality, financial discipline, and business outcomes. Analyze revenue, expense, and operational trends; identify emerging risks and opportunities and develop actionable recommendations for management. Develop, maintain, and enhance financial models, dashboards, and management reporting to support forecasting, scenario planning, and strategic decision-making. Serve as an advanced user of Workday Adaptive Planning and support system administration, reporting, data integrity, process improvement, and ongoing enhancements. Perform cost-benefit analyses, scenario modeling, business case evaluations, and complex ad hoc financial analyses. Coordinate with Accounting during the monthly close process, including accruals, reclassifications, financial reporting, and resolution of data or account issues. Prepare clear, executive-ready financial reports, presentations, and supporting analyses for management and leadership meetings. Review analyses and deliverables for completeness and accuracy and provide guidance to less-experienced team members as needed. Lead or support cross-functional projects, process improvements, and other duties as assigned.

Education & Experience Requirements

Education

Bachelor’s degree in Finance, Accounting, Business Administration, or related field preferred or relevant equivalent experience in lieu of degree.

Experience

Five (5) or more years in FP&A, Finance, Accounting, or related analytical roles.

Demonstrated experience independently managing financial analyses, budgeting, forecasting, financial reporting, and variance analysis. Experience partnering directly with business leaders and communicating financial insights to management. Hands-on experience with financial planning systems such as Workday Adaptive Planning strongly preferred. Experience with NetSuite or a similar ERP system preferred. Experience in for-profit organizations or associations preferred.

Certifications - NA

Knowledge, Skills & Abilities

Advanced analytical capability with a proven ability to interpret financial statements, operational data, and complex datasets. Strong knowledge of budgeting, forecasting, accounting concepts, financial modeling, and management reporting. Proven expertise using Workday Adaptive Planning for budgeting, forecasting, reporting, and financial modeling. Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, data analysis, and financial model development; strong proficiency in PowerPoint and Word. Ability to synthesize complex information and communicate concise, decision-oriented insights to financial and non-financial stakeholders. Excellent judgment, problem-solving, interpersonal, presentation, and written and verbal communication skills. Ability to manage multiple priorities, work independently, and meet tight deadlines in a changing environment. Ability to build productive cross-functional relationships, influence without direct authority, and develop consensus across teams and management levels. High degree of accuracy, ownership, initiative, discretion, integrity, and commitment to customer service. Experience with NetSuite or similar financial software preferred. Ability to effectively leverage artificial intelligence (AI) tools and technologies to streamline workflows, enhance productivity, and improve overall work quality.

Physical Requirements This position operates in a typical office environment (which includes a home office setting) and requires the ability to perform essential job functions with or without reasonable accommodation. Physical requirements may include:

Prolonged periods of sitting at a desk and working on a computer. Frequent use of hands and fingers for typing, handling documents, and using office equipment. Occasional standing, walking, bending, and reaching. Ability to lift and carry up to 30 pounds as needed. Clear verbal and written communication skills for effective interaction with colleagues and stakeholders.

Work Environment Hybrid Schedule (3 Days In-Office/2 Days Remote) This position follows a hybrid work schedule, with Tuesday through Thursday in office and Monday and Friday remote.  Employees must be available during standard business hours, with core hours beginning between 8:00–9:00 a.m. and concluding between 5:00–6:00 p.m. local time.

Travel: Occasional 0 – 10% #LI The hiring range for this position is $85,000 to $100,000 per year. This range is an estimate, and the actual salary may vary based on the candidate's experience, skills, and qualifications. SHRM offers a competitive and comprehensive total rewards package. The benefits for this position include professional growth and development, health, dental, vision, well-being, health savings, flexible spending, retirement, open leave, and annual discretionary bonus and incentives.