Financial Planning & Analytics Systems Lead
Flipp
About Flipp
Flipp partners with the largest North American retailers and brands to deliver local promotions and savings to millions of engaged shoppers daily, driving superior returns on investments.
We help people make smarter shopping decisions with autonomy and accountability. With rising living costs, Flipp's mission is crucial. Our Shopper Consideration Platform allows retailers and manufacturers to create digital experiences from their savings & deals content, aiding shoppers in deciding what to buy and where to buy it. Together, we make a difference.
Our five principles, Progress Over Perfection, Clarity Through Transparency, Learn Loudly, Challenge with Empathy, and Always Build Better, bring a relentless progress mindset to life. They’re not just slogans, but they’re the behaviours we expect, reward, and hold ourselves accountable to. You'll be equipped to make an impact, realize your potential, and stay inspired every step of the way.
The Financial Planning & Analytics Systems Lead (Enterprise Performance Management (EPM) Systems Lead) will serve as the architect and product owner of our financial planning ecosystem. Sitting strategically within the Strategic Transformation team, you will bridge the gap between technical systems and financial strategy.
In this role, you will own our EPM landscape (Workday Adaptive Planning) and assist in enabling broader BI capabilities and dashboards. Your work will unlock strategic insights that benefit not just the FP&A team, but the greater finance organization, enabling data-driven decision-making across the business.
This is a unique opportunity to design the ecosystem for 2026+ complexity. You will act as a Principal Individual Contributor responsible for the "single source of truth," allowing you to lead the technical architecture for our Global EPM transformation without getting bogged down in manual reconciliations or ad-hoc administrative tasks.
What you'll get the opportunity to do:
Product Ownership & Architecture
- Act as the primary architect for the company’s financial planning and analytics ecosystem, specifically owning Workday Adaptive Planning and CCH Tagetik.
- Architect the data integration strategy to solve connectivity challenges between disparate systems. You will support the logic design that connects operational data (from CRM, HRIS, Data Warehouses) with financial data, transforming isolated datasets into a unified model for robust, driver-based analytics.
- Design for analytical depth, not just reporting. Structure data models to support complex, multidimensional analysis (e.g., cohort analysis, unit economics) rather than just flat financial statements.
- Design and maintain complex models, assumptions, and hierarchies to ensure scalability across multiple legal entities and currencies.
- Serve as the guardian of the "single source of truth," managing model configuration and structural integrity to prevent data fragmentation.
- Architect BI dashboards and reporting layer that provide FP&A and the wider business with self-service access to real-time financial and operational data, eliminating the bottleneck of manual data fetching and enabling teams to ac insights to drive high-value strategic analysis.
- Drive the visualization strategy for financial reporting, transitioning the organization from static reporting to interactive BI dashboards that allow leadership access to continuous information.
- Maintain comprehensive technical documentation, including system architecture diagrams, data flow maps, and standard operating procedures (SOPs).
- Manage role-based security protocols to ensure sensitive financial and personnel data is protected and accessible only to authorized users.
Enablement & Process Design
- Partner deeply with FP&A to translate complex business questions into scalable system requirements.
- Optimize core planning processes (Annual Operating Plan, Rolling Forecasts, QBRs) by ensuring the system facilitates rapid, automated scenarios.
- Enable faster cycle times for analysts by automating processes and reducing manual lift, without stepping into the role of the analyst yourself.
- Lead user adoption initiatives by creating and delivering training programs that upskill the Finance team on system capabilities and best practices.
- Maintain and optimize the library of standard OfficeConnect reports to ensure leadership has consistent, formatted views for Board and Executive presentations.
Finance Data Governance & Integration
- Define and govern standardized metric definitions (e.g., Net Revenue, Gross Margin) to ensure identical calculations across NetSuite (ERP), Adaptive, and BI tools.
- Act as the translator between Finance and Data Engineering. You will not build the pipelines (Boomi), but you will define the requirements for what data moves and how it maps (e.g., defining how new GL accounts or Sales Territories must flow from NetSuite to Adaptive
- Proactively manage data consistency; ensure that changes in business structure (e.g., re-orgs, M&A, new product lines) are propagated correctly across all systems to eliminate manual reconciliation
- Perform routine data integrity audits between the ERP and Planning systems to identify and resolve discrepancies before month-end close.
- Manage Master Data governance, ensuring that new accounts, departments are correctly set up and mapped across the entire systems landscape.
Strategic Roadmap, Innovation & Governance
- Lead innovation by proactively identifying new ways to leverage technology (e.g., predictive forecasting, AI capabilities) to drive stronger business insights.
- Provide leadership and technical architecture for the 2026 Global EPM transformation, ensuring seamless alignment with the Global ERP rollout.Drive special projects including the design of New Revenue Forecasting Models and performing gap analyses to determine which legacy solutions to retire and replace.
- Evaluate future business needs and guide architecture decisions.
- Act as the gatekeeper for new requests, enforcing strict governance to ensure alignment with long-term scalability rather than short-term fixes.
What you'll bring to the team:
- 7+ years of total experience in Finance, FP&A, or Finance Systems.
- 3+ years of expert-level, hands-on configuration experience with Workday Adaptive Planning (OfficeConnect, Discovery, Modeling).
- Proven experience in architecting multi-entity, multi-currency planning environments.
- Experience with ERP systems (NetSuite preferred).
- Strong understanding of financial accounting (Three Statements model).
- Workday Adaptive Planning Certification.
- CPA, CMA, or equivalent strong accounting background.
How We Support You
Our Total Rewards philosophy is to ensure that you are rewarded for impact, take part in accelerated career growth, thrive with highly flexible benefits, and are empowered to do your best work in a remote-first environment. In alignment with our overall Total Rewards Philosophy, we believe compensation should be fair, clear, consistent, and aligned to growth.
Our promise to each other:
What we bring: | What you bring: |
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Here's how to apply:
This position is currently vacant and open for applications. If you’re interested in working with us on the future of shopping, fill out the fields below and submit your application. While experience and skill sets are valuable, growth potential and attitudes are equally important. If you’re prepared to grow dramatically with your team at a world-class learning organization, consider applying. We understand that the most creative solutions require diversity in thought and life experiences.
Flipp is an equal opportunity employer. We do not discriminate on the basis of race, color, ancestry, religion, creed, sex, national or ethnic origin, sexual orientation, age, citizenship, marital status, family status, disability, or gender identity or expression or any other protected grounds. We are proud to be a welcoming space for employees, of every background, to bring their whole selves to work with confidence. Flipp is committed to providing appropriate accommodations to ensure our selection process is equitable, and such accommodations can be made available on request. If you require an accommodation, please contact your dedicated recruiter directly.
Hiring is a deeply human process; therefore, we use AI in limited, administrative ways to help streamline our hiring process. An AI-powered scheduling tool assists with coordinating interviews, and our applicant tracking system may use AI to identify relevant keywords within applications. We do not use AI to assess your application, make hiring decisions, or conduct interviews. All evaluations are completed by real people.
A member of our recruitment team will respond to you in the coming weeks.
