Financial Planning & Analysis (FP&A) Analyst - Hybrid (South Jordan UT)
About the Role
We are seeking a highly analytical Financial Planning & Analysis (FP&A) Analyst to join our dynamic finance team. This individual will serve as a strategic finance business partner to our Sales and Post-Sales teams delivering accurate forecasts insightful analysis and data-driven recommendations to support business growth.
Key Responsibilities
-
Serve as the primary finance partner for Sales and Post-Sales leaders overseeing financial planning budgeting and forecasting for headcount commissions and expenses.
-
Build and maintain detailed financial models for revenue sales performance and customer retention initiatives.
-
Drive data-backed insights to optimize financial outcomes and inform leadership decisions.
-
Partner cross-functionally with Sales Operations Customer Success and Accounting to ensure accurate reporting and reconciliation during close cycles.
-
Identify and execute process improvements across financial reporting systems.
Required Qualifications
-
Bachelors degree in Finance Accounting Economics or related field
-
5 years of experience in corporate finance or FP&A ideally in a high-growth or data-driven environment
-
Strong proficiency in financial modeling reporting and large-scale data analysis
-
Hands-on experience with budgeting and forecasting tools (Adaptive Insights preferred)
-
Demonstrated ability to analyze trends and provide actionable insights to improve financial performance
-
Familiarity with monthly and quarterly close processes
Preferred Qualifications
-
Experience within SaaS or FinTech environments
-
Background in supporting Go-to-Market (GTM) teams on forecasting and performance analysis
-
Excellent interpersonal and communication skills with the ability to translate complex financial data into clear insights
-
Proactive self-starter with a continuous improvement mindset
Additional Details
Experience Level: Mid-Senior
Experience Required: 5 Years
Education: Bachelors Degree
Job Function: Finance
Industry: Financial Services
Employment Type: Contract (4-Month Potential Extension)
Work Arrangement: Hybrid (On-site Mon Tues & Thurs.)
Relocation Assistance: No
Visa Sponsorship: No (must be U.S. citizen/green card holder)
Location: Draper Utah (Local candidates only)
Financial Planning & Analysis (FP&A) Analyst - Hybrid (South Jordan UT) About the Role We are seeking a highly analytical Financial Planning & Analysis (FP&A) Analyst to join our dynamic finance team. This individual will serve as a strategic finance business partner to our Sales and Post-Sales team...
Financial Planning & Analysis (FP&A) Analyst - Hybrid (South Jordan UT)
About the Role
We are seeking a highly analytical Financial Planning & Analysis (FP&A) Analyst to join our dynamic finance team. This individual will serve as a strategic finance business partner to our Sales and Post-Sales teams delivering accurate forecasts insightful analysis and data-driven recommendations to support business growth.
Key Responsibilities
-
Serve as the primary finance partner for Sales and Post-Sales leaders overseeing financial planning budgeting and forecasting for headcount commissions and expenses.
-
Build and maintain detailed financial models for revenue sales performance and customer retention initiatives.
-
Drive data-backed insights to optimize financial outcomes and inform leadership decisions.
-
Partner cross-functionally with Sales Operations Customer Success and Accounting to ensure accurate reporting and reconciliation during close cycles.
-
Identify and execute process improvements across financial reporting systems.
Required Qualifications
-
Bachelors degree in Finance Accounting Economics or related field
-
5 years of experience in corporate finance or FP&A ideally in a high-growth or data-driven environment
-
Strong proficiency in financial modeling reporting and large-scale data analysis
-
Hands-on experience with budgeting and forecasting tools (Adaptive Insights preferred)
-
Demonstrated ability to analyze trends and provide actionable insights to improve financial performance
-
Familiarity with monthly and quarterly close processes
Preferred Qualifications
-
Experience within SaaS or FinTech environments
-
Background in supporting Go-to-Market (GTM) teams on forecasting and performance analysis
-
Excellent interpersonal and communication skills with the ability to translate complex financial data into clear insights
-
Proactive self-starter with a continuous improvement mindset
Additional Details
Experience Level: Mid-Senior
Experience Required: 5 Years
Education: Bachelors Degree
Job Function: Finance
Industry: Financial Services
Employment Type: Contract (4-Month Potential Extension)
Work Arrangement: Hybrid (On-site Mon Tues & Thurs.)
Relocation Assistance: No
Visa Sponsorship: No (must be U.S. citizen/green card holder)
Location: Draper Utah (Local candidates only)
View more
View less