Financial Planning & Analysis Analyst

This is a fully remote position, open to applicants in Utah.

📋 Description

• Lead analysis of expense-side variances for designated departments

• Collaborate with Accounting and departmental leaders to ensure an accurate financial close

• Develop and refine expense forecasts

• Take ownership of headcount actuals and forecasting for specific teams

• Collaborate with HR and business leaders to oversee hiring plans and workforce expenses

• Conduct weekly headcount reconciliation

• Update and manage dashboards that track ARR, NRR, CAC, LTV, and churn

• Provide insights for executive discussions and strategic decisions

• Contribute to the preparation of monthly and quarterly reporting decks for the C-Suite and Board of Directors

• Assist in enhancing the FP&A technology stack, including Adaptive Insights

• Automate workflows and optimize reporting processes

• Lead and support special projects from inception to completion

• Collaborate across the organization to promote informed decisions, improved forecasts, and enhanced performance

⛳️ Requirements

• Bachelor’s degree in Finance, Accounting, or a related discipline

• MBA is a plus

• 1–3 years of progressive experience in FP&A or Accounting

• SaaS experience is highly preferred

• Strong comprehension of the expense side of the P&L and other financial statements

• Advanced Excel and modeling competencies

• Proficient in building and enhancing multi-tab, driver-based models

• Experience with Adaptive Insights or similar FP&A tools is advantageous

• Proactive problem-solver capable of operating independently

• Exceptionally organized with a keen attention to detail

• Strong communicator who is comfortable engaging with VP- and C-level stakeholders

• Adaptable, creative, and able to adjust swiftly as priorities change

• Enthusiastic about learning the intricacies of SaaS metrics and their impact on growth

• Must be able to work remotely in a distraction-free environment and attend virtual meetings

🏝️ Benefits

• Medical, dental, and vision insurance

• 401(k) with employer matching up to 4%

• Unlimited Paid Time Off

• Remote work position

• BYOD (Bring Your Own Device) policy with separation of personal and work data

• Direct collaboration with senior leadership on significant strategic initiatives

• Gain visibility throughout the organization as a trusted financial partner

• Expand FP&A skillset, modeling capabilities, and career opportunities