Specialist, Financial Planning & Analysis

Job Description

Posted Wednesday, June 10, 2026 at 4:00 AM

SHRM is a member-driven catalyst for creating better workplaces where people and businesses thrive together. As the trusted authority on all things work, SHRM is the foremost expert, researcher, advocate, and thought leader on issues and innovations impacting today’s evolving workplaces. With nearly 340,000 members in 180 countries, SHRM touches the lives of more than 362 million workers and their families globally.

The Specialist, Financial Planning & Analysis (FP&A) supports the organization’s budgeting, forecasting, reporting, and financial analysis processes, partnering with business leaders to provide insights that drive informed decision‑making and support strategic objectives.

• Support the annual budget, monthly forecast, and long‑range planning processes.
• Prepare monthly variance analysis comparing actual results to budget, forecast, and prior year, and communicate key drivers, risks, and opportunities to management.
• Partner with department leaders to develop budgets and forecasts that reflect business trends, operational initiatives, and strategic priorities.
• Analyze spending trends, identify risks and opportunities, and provide actionable recommendations to management.
• Maintain and enhance financial models to support decision‑making, forecasting, and strategic planning.
• Support the administration, reporting, and ongoing enhancement of Workday Adaptive Planning.
• Perform cost‑benefit analyses, scenario modeling, and ad hoc financial analyses as needed.
• Assist with monthly close activities and coordinate with accounting on accruals, reclassifications, and financial reporting.
• Prepare financial reports, presentations, and support analyses for management and leadership meetings.
• Support special projects and perform other duties as assigned.

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field preferred or relevant equivalent experience in lieu of degree.

• Three (3) or more years in FP&A, Finance, Accounting, or related analytical roles.
• Experience supporting budgeting, forecasting, financial reporting, and variance analysis.
• Experience working with financial planning systems such as Workday Adaptive Planning preferred.
• Experience with Net Suite or similar ERP systems preferred.
• Experience in for‑profit organizations or associations is preferred.

• Excellent analytical aptitude with a proven ability to analyze/interpret data, including financial statements.
• Strong ability to multi‑task and adhere to tight deadlines.
• Proven expertise in utilizing Workday Adaptive Planning for budgeting, forecasting and financial modeling.
• Excellent decision‑making, problem‑solving, interpersonal, verbal, presentation, and written communication skills.
• Advanced proficiency in Microsoft Excel, PowerPoint, and Word.
• Ability to work collaboratively, communicate effectively and build consensus across teams and various levels of management.
• Commitment to high standards, customer service, integrity, and ethics.
• Self‑motivated, with a sense of autonomy, initiative, and responsibility.
• Ability to effectively leverage artificial intelligence (AI) tools and technologies to streamline workflows, enhance productivity, and improve overall work quality.

This position operates in a typical office environment (which includes a home office setting) and requires the ability to perform essential job functions with or without reasonable accommodation. Physical requirements may include:

• 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.

This position follows a hybrid work schedule, with Tuesday through Thursday in office and Monday and Friday remote. Employees must…