Job Title: Senior Analyst, Financial Systems and Reporting

Reports To: Director, Financial Systems and Continuous Improvement

Location: Vernon Hills, IL

Work Type: Hybrid (3 days in office)

FLSA Status: Exempt

Position Summary:

The Senior Analyst, Financial Systems and Reporting will serve as the right hand to the Director of Financial Systems and Continuous Improvement, acting as the day-to-day owner of our corporate performance management platform (Workday Adaptive Planning) and assist with the build-out of our enterprise data lake, reporting layer, and modeling capabilities.

This role goes beyond system administration — it is accountable for translating Finance’s planning, reporting, and analytics needs into durable technical solutions, advancing the company-wide data lake initiative from pipeline through dashboard, and serving as a secondary point of contact for AI and automation initiatives across the company — partnering with the Director of Financial Systems and Continuous Improvement to identify, pilot, and scale use cases that reduce manual work and surface better insight.

The ideal candidate is a systems-minded analyst who combines strong financial acumen with hands-on technical capability, operates comfortably at the intersection of Finance and IT, and is energized by solving cross-functional process problems — from the close cycle to AR, AP, and inventory — with a bias toward automation, scalability, and measurable improvement.

Key Responsibilities:

Adaptive Planning Ownership

Serve as the primary administrator of Adaptive Planning, including model design, sheet configuration, dimensions, formulas, security, and integrations
Maintain and enhance the annual budget, forecast, and long-range planning models in partnership with FP&A
Build and maintain management reporting, dashboards, and variance analytics within Adaptive
Govern data integrity between Adaptive and source systems (Workday, HRIS, operational systems) and own reconciliations between platforms
Lead user training, documentation, and support for Finance and business partners; manage release adoption and new feature rollout

Data Lake, Reporting, and Modeling

Partner with IT and business stakeholders to advance the enterprise data lake initiative, including requirements definition, source system mapping, data validation, and business-side testing
Design and build dashboards and self-service reporting on top of the data lake to replace manual spreadsheet reporting across Finance and operations
Develop and maintain analytical and financial models sourced from the data lake to support forecasting, scenario analysis, margin analytics, working capital, and executive reporting
Establish data definitions, KPI standards, and reporting governance in coordination with Finance, IT, and functional owners

Continuous Improvement & Cross-Functional Projects

Lead and support project-based initiatives to improve core finance and operations processes, including Accounts Receivable, Accounts Payable, inventory, and close-cycle workflows
Diagnose process pain points, quantify the business case, design the solution, and drive implementation through to measurable results
Partner with Accounting, FP&A, Commercial, Supply Chain, and IT to translate process improvements into system and reporting changes
Build repeatable tools, templates, and documentation that scale across entities and functions

AI and Automation Enablement

Serve as a secondary point of contact for AI and automation initiatives across the company, supporting the primary owner in identifying, evaluating, and piloting use cases
Partner with IT and functional leaders to scope, build, and deploy automation and AI-enabled workflows that reduce manual effort, improve data quality, and accelerate decision-making
Evaluate emerging tools and vendors; develop proofs of concept and measure impact
Build internal capability by training users, documenting patterns, and creating reusable components that others can adopt

Education:

Bachelor’s degree from an accredited institution in Finance, Accounting, Information Systems, Data Analytics, or a related field

Experience:

Minimum 5+ years of progressive experience in financial systems, FP&A, financial reporting, or data and analytics, with demonstrated ownership of a CPM/EPM platform
Hands-on administrator-level experience with Workday Adaptive Planning strongly preferred; comparable platforms (Anaplan, Pigment, OneStream, Planful) considered
Experience building dashboards and reporting in modern BI tools (Power BI, Tableau, or equivalent) required
Working knowledge of SQL or Python and experience with data lake, data warehouse, or lakehouse environments (Snowflake, Databricks, Azure, or similar) strongly preferred
Manufacturing and/or distribution experience preferred; multi-entity or global environment a plus

Qualifications:

Strong financial and accounting fundamentals with the ability to move fluently between general ledger data, management reporting, and operational metrics
Demonstrated ability to translate ambiguous business requirements into well-structured models, reports, and automated workflows
Proven track record of leading process improvement projects from diagnosis through sustained implementation
Working familiarity with AI and automation tooling (LLM-based assistants, RPA, workflow automation, scripting in Python or equivalent) and the judgment to apply them where they create real value
Strong analytical and root-cause problem-solving skills with high attention to data accuracy and control
Excellent communication skills with ability to partner effectively across Finance, IT, and operational functions and to present to senior leadership
Self-directed, organized, and comfortable managing multiple concurrent workstreams in a fast-paced, growth-oriented environment

Compensation & Benefits:

Salary Range: $95,000–$110,000, depending on location, experience, and qualifications.
Annual-Incentive Plan (AIP): 5%
Benefits coverage begins day 1, including the following:
Medical, Dental, Vision Insurance
Disability Insurance
Life Insurance
401(k) company match
Paid Time Off (15 days annually)
Paid Holiday time (10 company-designated days)
Tuition Assistance
Additional benefits available with company package

This position has not been approved for Relocation Assistance.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, or disability status.

The above statements are intended to describe the general nature and level of the work being performed by people assigned to this job. They are not an exhaustive list of all the duties and responsibilities associated with it.

COLE-PARMER INSTRUMENT COMPANY

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