Financial Systems Analyst

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Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology.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 executi