Senior Director of Strategic Planning and Analysis

Senior Director, Strategic Planning and Analysis

Reports to: SVP, Strategic Business Finance

Summary

Workiva is an AI-powered platform for transparency, accountability, and trust, and Finance is building the planning engine to match. The Senior Director, Strategic Planning and Analysis shapes how we tell our financial story both internally and externally. You will lead the Long-Range Planning (LRP) process and harness AI to evolve how we partner, plan, forecast and analyze. This is a high-impact individual contributor role today, with a broad mandate, a direct line to executive leadership, and room to build a team as the scope grows. You turn data into insight, and insight into decisions. You are adaptable, a clear and compelling communicator, and a strategic thinker who works easily across every part of the business.

What You'll Do

LONG RANGE AND STRATEGIC PLANNING

• Own the LRP, including its framework, assumptions, financial model, and regular refreshes in partnership with the executive team.
• Translate corporate strategy into financial and operational targets, investment priorities, and multi-year scenarios that support profitable growth.
• Working with the Go-To-Market and Corporate FP&A leaders, create an ARR based model that will be a key input into both the LRP and the annual operating plan.  It will including new bookings and churn by solution and Geo, have both units and ASP and will that will serve as the common framework to drive alignment with Product, Sales and Finance.
• Lead scenario planning and sensitivity analysis to inform strategic trade-offs, capital allocation, and risk.
• Design and run the LRP process in coordination with Corporate FP&A, so the LRP ties directly to the annual operating plan and near-term outlook.

AI-POWERED PLANNING AND ANALYTICS

• Reimagine how Finance plans, forecasts, and analyzes with AI, from scenario generation and variance explanation to automated insight and narrative.
• Build and deploy AI-enabled models and workflows, including on our own Workiva platform, that raise the speed, accuracy, and depth of planning while meeting the rigor and auditability of a public company.
• Evaluate and adopt new AI tools and techniques with Finance Systems, IT, and Data teams, and set the standard for responsible AI use in Finance.
• Build scalable models, data structures, and self-service reporting that raise analytic quality and speed.
• Help Finance and business partners put AI to work in their everyday planning and analysis.

BUSINESS PARTNERSHIP, EXECUTIVE MESSAGING AND COMMUNICATION

• Partner with leaders across Product, Engineering, G&A, and Go-To-Market to align plans, investments, and outcomes with company strategy.
• Deliver analysis that supports every area of the business, including top line performance, profitability, unit economics, operating leverage, and investment returns.
• Partner with Investor Relations to provide insights that help craft the financial narrative and messaging for investors, analysts, and the public, including earnings materials, investor presentations, and long-term targets.
• Build the analysis, benchmarking, and market context behind the story, and anticipate the questions investors will ask.
• Turn ambiguous questions into focused, decision-ready recommendations with clear success metrics.
• Prepare executive, Board, and investor-ready materials on strategic plans and financial outlook, working within our disclosure controls and in coordination with Legal.
• Set the standard for analytical rigor, clear communication, and business partnership.

What You'll Need

MINIMUM QUALIFICATIONS

• BA/BS in Finance, Accounting, Economics, or a related field.
• 12+ years of progressive experience in FP&A, strategic finance, corporate strategy, or related analytics roles.
• Demonstrated ownership of an LRP or multi-year strategic financial model.
• Advanced financial modeling and data analysis skills, with hands-on experience applying AI to planning, forecasting, or analytics.
• Exceptional written and verbal communication, with the executive presence to explain complex topics simply to the CEO, Board, and investors.
• Proficiency in modern AI models, SQL, BI tools, ERP, and planning platforms.
• Strategic thinker who connects the numbers to business strategy and market context.
• Adaptable and quick to learn, comfortable with ambiguity and shifting priorities in a fast-changing, AI-driven environment.
• Track record of influencing senior stakeholders and collaborating across functions without direct authority.
• Experience leading cross-functional initiatives, and the ability to build and lead a team as scope grows.

PREFERRED QUALIFICATIONS

• MBA, CPA, or CFA.
• Experience in SaaS or technology at a public company, including Board-level reporting.
• Experience with Investor Relations, earnings preparation, or investor communications.
• Experience in investment evaluation, M&A analysis, or corporate development.

Travel Requirement & Working Conditions

• Up to 25% travel required for strategic team meetings and corporate events.
• Remote workspace setup.

How You’ll Be Rewarded

✅ A discretionary bonus typically paid annually

✅ Restricted Stock Units granted at time of hire

✅ 401(k) match and comprehensive employee benefits package

The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors.

Why Join Workiva

Workiva is the platform designed to bring confidence, control, and a competitive edge to the world’s most complex organizations. Our AI-powered platform unifies finance, risk, and sustainability on a single, secure foundation—ensuring data is trusted, traceable, and ready to act on. With an unbroken path from source to output, leaders gain confidence in their numbers, visibility into current and emerging risks, and the ability to move with speed and precision in a constantly changing world.

At Workiva, you’ll bring technology to market that executives, boards, and regulators depend on. The work you do here helps organizations navigate uncertainty, maintain trust, and make decisions that stand up to scrutiny. If you’re energized by meaningful challenges, inspired by collaborative teams, and motivated to help organizations turn uncertainty into advantage, we’d love to meet you.

Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other protected characteristic.

Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email talentacquisition@workiva.com.
 

Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.

Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment.