FP&A Customer Success Manager
Datarails
ERP
Director, Financial Planning and Analysis
American Health Staffing Group
full-time
Posted on:
Origin: • 🇺🇸 United States • Oklahoma
Visit company websiteJob Level
Lead
Tech Stack
ERPSQL
About the role
- Own and lead the Adaptive Planning platform, including full implementation, configuration, ongoing administration, and evolution
- Integrate Adaptive Planning with Workday to ensure efficient, accurate, and automated data flow between systems
- Lead the monthly forecasting, annual budgeting, and long-range strategic planning processes
- Build complex financial models and conduct scenario planning to support strategic decision-making and investments
- Create and maintain executive-level dashboards and reporting using Power BI, Adaptive Planning, and Excel
- Define, track, and evolve KPIs and performance metrics
- Prepare and deliver accurate, timely, and insightful board and executive financial reports
- Collaborate with business leaders to develop financial narratives and support decision-making
- Drive continuous improvement initiatives, including automation of reporting processes and refinement of planning workflows
- Manage and develop a team of financial analysts, providing coaching, direction, and growth opportunities
- Day-to-day focus: review system data integrity and forecast accuracy; collaborate on planning assumptions; extract and visualize metrics in Power BI and SQL; coach analysts; drive automation; prepare executive-ready insights
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- Proven experience implementing and managing Adaptive Planning (Workday Adaptive Insights) as the primary FP&A tool
- Experience integrating Adaptive Planning with Workday
- Advanced Excel skills (including Power Query and advanced formulas)
- Power BI dashboard/report creation experience
- Demonstrated experience with forecasting, modeling, and financial planning cycles
- Strong communication and business partnership skills
- Experience managing or mentoring a small team
- Familiarity with Workday ERP modules and data structures (preferred)
- Proficiency in SQL for data extraction and transformation (preferred)
- Experience in Bullhorn system functionality and data structures (preferred)
- Background in healthcare, SaaS, or staffing-related environments (preferred)
- Must be able to remain in a stationary position 50% of the time
- Strong analytical focus, attention to detail, and ability to work independently under tight deadlines
- Ability to learn new tools and systems, adapt to changing priorities, and manage complex projects
