Senior Financial Analyst

MongoDB MongoDB · Enterprise · New York, NY · FP&A - G&A & Corporate

This role focuses on modernizing and automating financial planning tools and systems, with a primary emphasis on workforce planning. The Senior Financial Analyst will partner with IT, People, and Finance teams to define requirements and implement solutions, manage forecasting processes, and develop management reporting. Experience with financial modeling, data management, and planning systems like Adaptive or Pigment is required.

What you'd actually do

  1. Partner with the IT, People, & Finance teams to help modernize/automate our forecasting and planning tools, with a focus on workforce planning.
  2. Manage the company’s planning process/calendar and corporate-level forecast consolidation.
  3. Maintain and develop reporting to summarize data and facilitate decision-making for senior management including the CEO, CFO, SVP of Finance, and the Board of Directors
  4. Forecast global budget items such as payroll taxes, benefits, and allocations
  5. Document common FP&A processes, build and maintain central onboarding materials, and identify and action opportunities to streamline operations across FP&A teams

Skills

Required

  • Bachelor’s Degree; finance, business or economics preferred
  • 3+ years of experience in FP&A or Corporate Finance roles with a heavy focus on workforce planning systems, data, and tooling (e.g., system admin, model builder, or “power user” responsibilities
  • Excellent communication skills — able to translate complex system and data topics into clear language for Finance, Accounting, People Team, and business partners
  • Strong skills in financial modeling and data management in Google Sheets / Excel, including comfort working with large, multi‑tab models and building robust checks and controls
  • Demonstrated experience with system integrations and reconciliations (e.g., ERP → planning tool, HRIS → HC models), including diagnosing issues and partnering with technical teams to resolve them
  • Highly organized, process‑oriented, and energized by creating structure, documentation, and repeatable workflows in an evolving, high‑growth environment

Nice to have

  • Hands on experience with Adaptive and/or Pigment is a strong plus

What the JD emphasized

  • workforce planning systems
  • data
  • tooling