Note: The job is a remote job and is open to candidates in USA. LERETA, LLC is seeking a Financial Reporting Analyst to own and enhance its financial reporting environment. The role develops Workday Adaptive Planning reports, dashboards, models, and integrations; delivers recurring financial reporting and variance analysis; and uses automation and AI-enabled tools to improve data integrity, reporting efficiency, and decision-making.
Responsibilities
- Build, maintain, and enhance reports, dashboards, and models in Workday Adaptive Planning, including Office Connect and Adaptive reporting
- Own the design and delivery of recurring monthly, quarterly, and annual reporting packages for management, the board, and lenders
- Ensure reporting accuracy, consistency, and integrity across all financial outputs and reconcile results to the general ledger
- Develop and maintain Adaptive metadata, dimensions, and data integrations to keep the reporting environment scalable and reliable
- Support efforts to connect data sources across ERP, planning, and operational systems, using automation and AI tools to reduce manual data pulls and reconciliation over time
- Contribute to building automated data workflows that streamline the close-to-report cycle and increase reporting speed
- Use AI-assisted tools to help surface trends, anomalies, and drivers in financial analysis, delivering faster and richer insights for stakeholders
- Help identify and reduce manual, repetitive reporting tasks, bringing a continuous-improvement mindset to how the work gets done
- Deliver variance analysis (budget vs. actual, period-over-period) with clear narrative commentary for leadership
- Work directly with business partners across functions to gather operational context and insights, translating them into accurate forecasts and reporting
- Provide ad hoc analysis and reporting to support fast-paced decision-making
- Serve as a steward for data quality across reporting systems, ensuring source-to-report traceability
- Document reporting processes and build repeatable, well-controlled workflows
- Recommend and implement improvements to reporting architecture, tools, and controls
- This position will perform other duties as assigned based on the needs of the department
Skills
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- 2–5 years of experience in financial reporting, FP&A, accounting, or a similar analytical role
- Hands-on experience building out Workday Adaptive Planning reports and models is required, including report design, dashboards, and integrations
- Demonstrated aptitude for and interest in applying AI, automation, or data-integration tools to connect data sources and reduce manual reporting. Direct hands-on experience is a plus, but a proven willingness to learn and adopt these tools is what matters most
- Proven experience partnering with cross-functional business leaders to collect insights and drive collaborative forecasting
- Strong understanding of financial statements, GAAP fundamentals, and the month-end close cycle
- Highly proficient in Excel; experience with SQL, Python, or modern data/BI tools, including Data Warehouse/Data Lake is a strong plus
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