Senior Financial Planning Analyst

Senior Analyst, FP&A

Where You Fit

We are seeking a Senior Analyst, Financial Planning & Analysis (FP&A) to join our global FP&A team. This individual contributor role reports to the FP&A Manager and will play a key part in driving FP&A activities, with a strong focus on financial and operational metric reporting, tracking and reporting bookings and sales quota attainment, performing budget‑versus‑actual analysis, and supporting a variety of ad‑hoc financial analysis and decision‑making processes.

In this role, you will collaborate with business leaders and work cross‑functionally with teams across accounting, sales, and sales operations. Success in this position requires attention to detail, strong financial analysis and modeling skills, and the ability to independently manage deliverables in a fast‑paced, high‑performing environment. Integrity, professionalism, and a strong work ethic are essential.

A Utah‑based office presence is preferred, but 100% remote candidates are welcome within CST/MST/PST Time Zones.

Responsibilities

• Partner cross‑functionally with departmental leadership to support reporting, analysis, and execution of financial initiatives.
• Serve as a business partner to ERP, Professional Services, and Managed Services units.
• Support Shared Services functions including Engineering, Product, R&D, Sales & Marketing, and G&A.
• Prepare financial and operational KPI metrics, including sales bookings, operational performance indicators, and financial performance trends.
• Assist in monthly, quarterly, and annual financial planning, budgeting, and reporting processes.
• Maintain Adaptive Planning for monthly rolling forecasts.
• Own cashflow and balance sheet forecasting.
• Conduct ongoing financial analysis:
• Analyze financial data to identify trends, variances, and improvement opportunities.
• Perform budget‑vs‑actual variance analysis.
• Identify key drivers of variances and provide insights to support strategic decisions.
• Support preparation of presentations for the Board of Directors and executive leadership.
• Meet all assigned deadlines and respond promptly to internal and external inquiries.
• Assist with special projects and ad‑hoc analysis as needed.
• Maintain general awareness of company security and privacy policies.
• Report any security incidents or suspected incidents according to company procedures.

Required Qualifications

• 2-4+ years of FP&A or similar financial experience.
• Bachelor’s degree in accounting, business, finance, or a related field.
• Experience with financial forecasting, budgeting, and financial modeling.
• Ability to prepare and analyze datasets and transform general ledger data for reporting.
• Strong mathematical, analytical, and problem‑solving skills.
• Excellent time‑management skills; highly organized and detail‑oriented.
• High proficiency with Microsoft Office products, especially Excel.
• Excellent oral and written communication skills.
• Proven ability to work independently and manage multiple projects simultaneously.
• Ability to adhere to company policies and procedures, including security and confidentiality requirements.

Preferred Qualifications

• Advanced degree in finance or professional designation (CPA, CMA, MBA, etc.).
• Strong understanding of accounting principles and their application.
• Experience in SaaS environments.
• Experience partnering with sales teams and working with bookings data.
• Experience with Adaptive Planning and Power BI.
• Experience with Sage Intacct.