Demo

Senior Financial Analyst

Insight Global
Morgan Hill, CA Full Time
POSTED ON 8/23/2026
AVAILABLE BEFORE 9/20/2026

Insight Global is seeking a Senior Financial Analyst to serve as a key member of the FP&A team and lead the transformation of budgeting, forecasting, and reporting processes into Workday Adaptive Insights. This individual will act as the organization's internal Adaptive Insights expert, partnering closely with Finance, Operations, Sales, R&D, and senior leadership to build scalable planning models, reporting solutions, and dashboards that support strategic decision-making. This role is highly focused on Adaptive Insights administration and architecture, requiring hands-on experience designing and building planning models rather than simply maintaining existing templates.


Key Responsibilities:

  • Lead the migration of Excel-based budgeting and forecasting processes into Workday Adaptive Insights.
  • Serve as the primary Adaptive Insights Administrator, maintaining system structure, data integrity, formulas, dimensions, allocations, assumptions, and planning models.
  • Manage integrations and data flows between Adaptive Insights, SAP environments, and reporting platforms.
  • Support annual budgeting cycles, monthly forecasting, and actual-versus-budget analysis.
  • Develop financial models, dashboards, KPI reporting, profitability analysis, pricing analysis, and executive-level reporting packages.


Required Skills & Experience:

  • Bachelor's degree in Finance, Accounting, Economics, or related field.
  • 5 years of progressive FP&A or corporate finance experience.
  • Hands-on expertise with Workday Adaptive Insights Administration and Architecture.
  • Experience building financial models, planning structures, dimensions, formulas, allocations, and dashboards within Adaptive Insights.
  • Strong end-to-end FP&A experience.


Compensation:

$150,000 to $185,000 per year annual salary.

Exact compensation may vary based on several factors, including skills, experience, and education.

Salary : $150,000 - $185,000

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