Financial Analyst

Financial Planning & Analysis (FP&A) Analyst - Hybrid (South Jordan UT)

About the Role

We are seeking a h ighly 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

Bachelors 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 : Bachelors 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)

Key Skills

Cognos,Forecasting,Hyperion,Microsoft Access,Pivot tables,Accounting,Analysis Skills,Microsoft Excel,Financial Analysis,Financial Modeling,Budgeting,Financial Planning

Experience : years

Vacancy : 1