Financial Planning and Analysis Manager

Boston, MA (Hybrid) $100K/yr - $140K/yr Permanent

FP&A Manager – Boston, Hybrid

We are seeking a skilled FP&A Manager with extensive experience in Workday Adaptive Planning to join our client’s high-performing finance team. This role will focus on providing critical financial modeling, reporting, and analytical support, ensuring strategic alignment with business goals.

As an FP&A Manager, you will leverage your expertise in Workday Adaptive Planning to support budgeting, forecasting, and various ad-hoc financial analyses.


  • Modeling & Reporting: Develop and maintain financial models to provide detailed output for real-time decision-making. Generate and analyze metrics and financial data from Workday for further analysis.
  • Budgeting & Forecasting: Support and enhance the budgeting and forecasting processes using Workday Adaptive Planning.
  • Data Integrity: Ensure data accuracy and integrity by thoroughly reviewing, reconciling, and improving data inputs and outputs within the Workday platform.
  • Dashboard Management: Oversee and maintain financial dashboards, delegating tasks to analysts and ensuring their outputs are accurate and up-to-date.
  • Training & Development: Assist in training new employees on the Workday platform and financial modeling best practices.
  • Ad Hoc Analysis: Provide support for various ad hoc projects requested by senior management, delivering insightful and actionable financial analysis.
  • Visualization & Communication: Create exhibits and visualizations for senior management and board presentations. Effectively communicate complex financial information in a clear and concise manner.
  • Collaborative Engagement: Develop and maintain productive working relationships across teams and with third-party partners. Exhibit a collaborative and inclusive working style.


  • Bachelor’s degree in Finance, Accounting, or a related field.
  • Minimum of 5 years in financial analysis and modeling, with specific experience in Workday Adaptive Planning.
  • Advanced financial modeling and Excel skills.
  • Proficiency in Microsoft Office Suite (Word, Outlook, Excel, Teams, PowerPoint, Power BI).
  • Excellent verbal and written communication skills.
  • Ability to engage with and manage relationships with senior management.

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    Advertised by:

    Sofia Lazcano

    Senior Consultant

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