South Jordan, Utah
Full-time | Hybrid
Work facility: Not Specified
Financial Planning & Analysis (FP&A) Analyst - Hybrid (South Jordan, UT)
About the RoleWe 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 ResponsibilitiesServe 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.
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
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
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)
