Financial Planning & Analysis Analyst

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

📋 Description

• Take ownership of monthly and quarterly expense-side variance analysis for designated operating departments.

• Collaborate with the Accounting team during the monthly close to review accruals, confirm general ledger coding, and ensure the integrity of forecasts.

• Lead monthly budget discussions with department heads and update rolling forecasts accordingly.

• Develop, maintain, and forecast dynamic headcount rosters along with fully burdened personnel costs.

• Work alongside HR and hiring managers to monitor open requisitions against the approved annual operating budget.

• Reconcile HRIS data and the general ledger on a weekly basis to ensure accuracy in headcount costs.

• Track and analyze SaaS metrics, including ARR, Net Retention Rate, CAC, Payback Period, and Gross Margin.

• Convert financial performance and unit economics into executive commentary for monthly C-Suite and Board reporting presentations.

• Partner with Go-to-Market leaders to model the financial implications of hiring, quota capacity, and operational expenditure.

• Assist in the maintenance and modeling logic within Workday Adaptive Planning.

• Refine complex Excel financial models, reduce manual inputs, and enhance forecast accuracy.

• Conduct ad-hoc financial and scenario analyses for leadership concerning strategic initiatives.

• Collaborate closely with the Director of FP&A and CFO as the principal finance partner for key operating departments.

⛳️ Requirements

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

• An MBA is a plus.

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

• SaaS experience is strongly preferred.

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

• Advanced skills in Excel and financial modeling.

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

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

• Proactive in problem-solving.

• Exceptional organizational skills and attention to detail.

• Strong communication abilities and comfort in engaging with VP- and C-level stakeholders.

• Flexibility and the capacity to adapt swiftly as priorities change.

• Ability to work from home in a distraction-free environment and participate in virtual video meetings.

• Must be eligible to work in the United States; HireVue is not currently hiring in AK, IA, ME, MS, NM, or WV.

🏝️ Benefits

• Medical, dental, and vision insurance.

• 401(k) with employer match up to 4%.

• Unlimited Paid Time Off.

• Work-from-home role.

• BYOD (Bring Your Own Device) policy.

• Privacy separation between personal and work applications/data when using a personal device.

• Opportunity to collaborate directly with senior leadership on high-impact strategic initiatives.

• Gain visibility across the organization as a trusted financial partner.

• Enhance FP&A skill set, modeling capabilities, and career growth.