Job Overview
The Financial Planning & Analysis (FP&A) team forecasts business operations, analyzes Relativity's P&L, and conducts business analysis to support key strategic initiatives. As a Financial Systems Analyst, you will be a key member of the Corporate FP&A team with the responsibility to maintain, enhance, and optimize our FP&A forecasting tool, Workday Adaptive Insights. You will partner with internal members of the FP&A team, external consultants, and key business partners across the company (HR, IT, Etc.). You will report to the Sr. Manager of Corporate FP&A (US-based).
Job Responsibilities
- Become our in-house expert in Workday Adaptive Insights with a core understanding of how to code, build, and enhance the system (models, integrations, dashboards, etc.)
- Streamline and enhance our internal and external reporting process by creating efficiencies on how FP&A leverages Workday Adaptive Insights (connections to Excel, PPT, etc)
- Be actively curious about the needs and wants of the FP&A team to refine the Workday Adaptive Insights environment for ease of use and time savings team-wide
- Further develop your understanding of FP&A and what the team responsibilities are to become a link between the needs of the business and the Adaptive tool
- Coordinate with our accounting team and business partners to maintain timely data loads, mapping, and overall data management (reconcile system financials to the GL, check for new accounts, etc.)
- Be a leader in system documentation to give new hires and other interested parties a clear understanding of how the system works allowing for streamlined self-service learning.
- Work with diverse data sets in multiple systems (SalesForce, Tableau, Intacct)
- Travel to our HQ in Chicago, Illinois, USA, at least once per year for team onsite
- Flexible work hours needed for two to three days a week to coordinate with teammates in the US
Minimum Qualifications
- Extensive system experience with basic understanding of dimensions, levels, mapping, etc. (Adaptive Insights experience a plus)
- Experience in accounting/finance preferred
- Ability to manage multiple projects simultaneously and prioritize based on company and team goals
- Ability to work efficiently under pressure, drive projects to completion and meet deadlines
- Business and analytic knowledge, including problem-solving and critical thinking
- 3+ years of relevant experience
- Proficiency with Microsoft Suite (Excel and PowerPoint)
Preferred Qualifications
- Knowledge of Workday Adaptive Insights or similar financial forecasting tool
- Core understanding of systems including integrations
- Experience with three-statement financial models
- Basic to advanced knowledge of accounting/finance
- Experience in a Software as a Service (SaaS) business environment
Relativity is a diverse workplace with different skills and life experiences—and we love and celebrate those differences. We believe that employees are happiest when they're empowered to be their full, authentic selves, regardless how you identify.
Benefit Highlights:
- Comprehensive health, dental, and vision plans
- Parental leave for primary and secondary caregivers
- Flexible work arrangements
- Two, week-long company breaks per year
- Unlimited time off
- Long-term incentive program
- Training investment program