Financial Systems Analyst

Reposted 18 Days Ago
3 Locations
Remote or Hybrid
107K-147K Annually
Senior level
Software
The Role
Own and administer accounting and financial planning systems, including configuration, integrations, access, upgrades, implementations, data migration, and validation. Build finance dashboards and self-service reporting, automate manual processes using SQL, Python, and AI tools, and partner with Accounting, FP&A, IT, and Data & Analytics. Apply accounting knowledge across general ledger, AP/AR, close cycles, and revenue recognition while identifying opportunities to improve finance operations.
Summary Generated by Built In
About Ridgeline

Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a "Best Workplace for Innovators," by Frost & Sullivan as a "Technology Innovation Leader," and by The Software Report as a "Top 100 Software Company."

At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions — not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture. If this excites you, we'd love to meet you!

You must be work authorized in the United States without the need for employer sponsorship now or in the future.

Why this role exists

Ridgeline is looking for a Systems Analyst to help design and build the finance and data ecosystem that powers our next stage of growth. You'll partner across the business to shape how our core systems work together, and bring an AI-forward mindset to how we plan, report, and scale. You'll have real influence over those decisions, working closely with finance leadership to turn your recommendations into what we actually build. You'll also have direct access to Ridgeline's AI toolset (Claude, ChatGPT, Glean, and more) to do it.

What success looks like

Within 6 months, you'll have partnered with HR, accounting, and business teams to move the Workday implementation forward, and you'll be actively re-implementing Adaptive Planning so it's used organization-wide rather than siloed to one team. Within a year, you'll have designed and stood up a full planning strategy — spanning hierarchies, workflows, headcount, vendor, financial, and scenario planning — that other teams rely on daily.

What you'll do
  • Partner with HR, accounting, and business stakeholders to drive our Workday implementation forward.
  • Own the administration and re-implementation of Adaptive Planning, moving it from siloed use to organization-wide adoption.
  • Design and build a comprehensive planning strategy covering hierarchies, workflows, headcount planning, vendor planning, financial planning, and scenario planning.
  • Bring technical rigor to system architecture decisions, writing code and SQL where needed to solve real data and reporting problems.
  • Identify and stand up AI-driven automation across finance and data workflows.
What we look for
  • 3+ years of real, hands-on experience administering or implementing Workday and/or Adaptive Planning for Finance teams.
  • Technical fluency: comfortable with code and SQL, and understands the accounting chart of accounts.
  • A self-starter who can operate with significant autonomy and ambiguity, and is comfortable owning decisions without a deep layer of oversight.
  • Genuinely AI-forward — uses AI tools proactively to automate and improve workflows, not just as a novelty.
Bonus Points
  • Experience with other ERP/FP&A planning tools (e.g., Pigment, Anaplan) is a plus, though Workday/Adaptive is our focus.
  • Prior implementation experience with a general ledger or ERP system beyond Workday/Adaptive (e.g., NetSuite, Campfire, Brex).
  • Background partnering directly with finance and accounting teams on system design, not just execution.

Compensation and Benefits 

The typical starting salary range for this role is: $107,000 - $147,000.

Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above. 

As an employee at Ridgeline, you’ll have many opportunities for advancement in your career and can make a true impact on the product. 

In addition to the base salary, Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits.

Equal Opportunity & Privacy

Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace.

Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Candidate Privacy Policy. Please review the Ridgeline Candidate Privacy Policy in full to understand our privacy practices and contact us with any questions.

#LI-Hybrid

Skills Required

  • 3+ years of hands-on experience in financial systems, data analytics, or finance operations
  • Hands-on experience administering or configuring an ERP or financial planning platform such as Workday Adaptive Planning, Coupa, BlackLine, Sage Intacct, or comparable systems
  • Practical experience creating dashboards and reports from raw data
  • Working knowledge of general ledger, accounts payable/accounts receivable, close cycles, and revenue recognition
  • Ability to communicate effectively with accounting and engineering stakeholders
  • Curiosity and practical experience using AI tools such as ChatGPT, Claude, or Gemini for finance problems
  • Bachelor's degree in finance, accounting, information systems, or related field, or equivalent hands-on experience
  • Experience in a high-growth SaaS or technology company
  • Experience in fintech, investment management, or another complex regulated industry
  • Familiarity with cloud data platforms and data pipeline or ETL tools
  • Work authorization in the United States without employer sponsorship

Ridgeline Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Ridgeline and has not been reviewed or approved by Ridgeline.

  • Affordable Benefits — Employee-only medical, dental, and vision coverage is offered at no cost, lowering out-of-pocket expenses. Wellness and education stipends further enhance the overall value of the package.
  • Equity Value & Accessibility — Stock options are provided to all employees, creating broad-based ownership. This makes equity a meaningful pillar of total compensation.
  • Parental & Family Support — Paid parental leave for all caregivers alongside fertility coverage indicates strong support for family-building. These benefits reduce logistical and financial strain during major life events.

Ridgeline Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Incline Village, NV
276 Employees
Year Founded: 2018

What We Do

Ridgeline has a simple mission: partner with investment management firms to modernize their software. Founded by software industry entrepreneur Dave Duffield, Ridgeline is headquartered in Incline Village, Nevada.

Similar Jobs

Wipfli Logo Wipfli

Analyst III, Workday ERP

Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Remote or Hybrid
United States
2900 Employees
88K-132K Annually

Shield AI Logo Shield AI

Senior Lead, Enterprise Strategy and Operations (R5624)

Aerospace • Artificial Intelligence • Machine Learning • Robotics • Software • Defense Technology
In-Office or Remote
4 Locations
160K-240K Annually
Remote or Hybrid
US
15100 Employees
91K-128K Annually

Bilt Logo Bilt

Customer Support - Remote

Fintech • Mobile • Real Estate • Financial Services • PropTech
Remote
USA
200 Employees
50K-55K Annually

Similar Companies Hiring

Ford Energy Thumbnail
Automotive • Software • Energy • Utilities • Manufacturing • Renewable Energy
US
55 Employees
Revel Thumbnail
Aerospace • Hardware • Robotics • Software
Marina Del Rey, California
70 Employees
Blee Thumbnail
Artificial Intelligence • Marketing Tech • Software
New York, New York
30 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account