Senior Specialist, Financial Planning & Analysis

Senior Specialist, Financial Planning & Analysis role in Alexandria, VA (hybrid) supporting SHRM’s budgeting, forecasting, reporting, and financial analysis.

Responsibilities

• Own assigned components of the annual budget, monthly forecast, and long-range planning cycles; ensure accuracy, consistency, and on-time completion.
• Produce monthly variance analyses versus budget, forecast, and prior year; communicate key drivers, risks, opportunities, and recommended next steps.
• Collaborate with department and business leaders to build budgets and forecasts aligned to business trends, operational initiatives, resource needs, and strategic priorities.
• Deliver proactive financial guidance by challenging assumptions to strengthen forecast quality, financial discipline, and business outcomes.
• Analyze revenue, expense, and operational trends; surface emerging risks and opportunities and provide action-oriented recommendations.
• Develop, maintain, and enhance financial models, dashboards, and management reporting to support forecasting, scenario planning, and strategic decisions.
• Act as an advanced user of Workday Adaptive Planning, supporting system administration, reporting, data integrity, process improvements, and ongoing enhancements.
• Run cost-benefit analyses, scenario models, business case evaluations, and complex ad hoc financial analyses.
• Partner with Accounting during the monthly close, including accruals, reclassifications, financial reporting, and resolution of data or account issues.
• Create executive-ready financial reports, presentations, and supporting analyses for leadership meetings.
• Review deliverables for completeness and accuracy; provide guidance to less-experienced team members as needed.
• Lead or support cross-functional projects and process improvements, plus other duties as assigned.

Requirements

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field (preferred) or relevant equivalent experience in lieu of degree.
• 5+ years in FP&A, Finance, Accounting, or related analytical roles.
• Proven ability to independently manage financial analyses, budgeting, forecasting, financial reporting, and variance analysis.
• Experience partnering directly with business leaders and communicating financial insights to management.
• Hands-on experience with financial planning systems such as Workday Adaptive Planning (strongly preferred).
• Experience with NetSuite or a similar ERP system (preferred).
• Preferred experience in for-profit organizations or associations.
• Strong analytical capability to interpret financial statements, operational data, and complex datasets.
• Strong understanding of budgeting, forecasting, accounting concepts, financial modeling, and management reporting.
• Expertise using Workday Adaptive Planning for budgeting, forecasting, reporting, and financial modeling.
• Advanced Microsoft Excel skills (complex formulas, pivot tables, data analysis, and financial model development) plus strong proficiency in PowerPoint and Word.
• Ability to synthesize complex information and communicate concise, decision-oriented insights to financial and non-financial stakeholders.
• Excellent judgment, problem-solving, interpersonal, presentation, and written and verbal communication skills.
• Ability to manage multiple priorities, work independently, and meet tight deadlines in a changing environment.
• Ability to build productive cross-functional relationships, influence without direct authority, and develop consensus across teams and management levels.
• High accuracy, ownership, initiative, discretion, integrity, and commitment to customer service.
• Ability to leverage artificial intelligence (AI) tools and technologies to streamline workflows and enhance productivity and work quality.

Skills & Tools

• Workday Adaptive Planning
• NetSuite
• Microsoft Excel
• PowerPoint
• Word
• ERP
• AI tools and technologies

Benefits

• Professional growth and development
• Health
• Dental
• Vision
• Well-being
• Health savings
• Flexible spending
• Retirement
• Open leave
• Annual discretionary bonus and incentives

Work Environment

• Hybrid schedule: 3 days in-office / 2 days remote
• In-office days: Tuesday through Thursday
• Remote days: Monday and Friday
• Available during standard business hours with core hours between 8:00–9:00 a.m. and 5:00–6:00 p.m. local time

Travel

• Occasional: 0–10%

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer
• Frequent use of hands and fingers for typing, handling documents, and using office equipment
• Occasional standing, walking, bending, and reaching
• Ability to lift and carry up to 30 pounds as needed
• Clear verbal and written communication skills for effective interaction with colleagues and stakeholders

Location: Alexandria, VA (hybrid) | Compensation: USD 85,000 to 100,000 per year