Financial Analyst

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

• Bachelor's 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

• Contract Duration: 4 months (with potential extension based on performance and business needs)

• Work Schedule: Hybrid; on-site Monday, Tuesday, and Thursday office

Experience Level: Mid-Senior
Experience Required: 5+ Years
Education: Bachelor's 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)