What are the responsibilities and job description for the Sr. Financial Planning and Analysis Analyst position at 401GO?
Sr. Financial Planning & Analysis Analyst
Location: Sandy, UT / Hybrid / Remote
Job Type: Full-time
Reports To: Director of FP&A
About The Role
We’re hiring a Senior Financial Analyst to lead FP&A systems implementation, manage
commission programs, and partner closely with Sales and Marketing to drive performance and forecasting accuracy. This role blends technical FP&A execution, commercial finance partnership, and project leadership.
What You’ll Be Doing
At 401GO, we’re not just changing retirement—we’re reinventing it. As a fast-growing fintech start-up, we’ve built the world’s most advanced, fully automated retirement platform to help hard-working Americans take control of their future. Here, innovation moves fast, ideas matter, and your work makes a real impact. You’ll enjoy a collaborative and supportive environment where great people do their best work together, backed by competitive compensation, excellent benefits, and plenty of opportunities for professional growth. If you’re ready to challenge the status quo and be part of something big, 401GO is the place to grow your career.
What We Offer
We are proud to be an Equal Opportunity Employer. We support a working environment that provides qualified employees and applicants with equal employment opportunity on a non-discriminatory basis without regard to race, color, creed, age, religion, gender (including pregnancy, gender identification and/or gender nonconformity) sexual orientation, marital status, national origin, ancestry, ethnicity, genetic information, physical or mental disability, citizenship, past, current or prospective service in the uniformed services or any other basis prohibited by federal, state, or local law.
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Location: Sandy, UT / Hybrid / Remote
Job Type: Full-time
Reports To: Director of FP&A
About The Role
We’re hiring a Senior Financial Analyst to lead FP&A systems implementation, manage
commission programs, and partner closely with Sales and Marketing to drive performance and forecasting accuracy. This role blends technical FP&A execution, commercial finance partnership, and project leadership.
What You’ll Be Doing
- Lead selection, implementation, configuration and optimization of FP&A software (budgeting, forecasting, reporting, modeling).
- Design, build and maintain financial models, driver-based forecasts, dashboards, and executive reporting.
- Own commission plan administration: translate plans into system rules, validate calculations, reconcile payouts, and collaborate with payroll/HR.
- Partner with Sales and Marketing to provide forecasting, scenario analysis, campaign ROI, territory/quota modeling, and ad-hoc commercial analyses.
- Build and automate recurring financial processes (monthly close reporting, variance analysis, rolling forecasts).
- Ensure data integrity: define data flows, mapping from CRM/ERP/HR/payroll systems, and implement controls and reconciliations.
- Manage cross-functional projects (timelines, stakeholders, testing, training, change management).
- 5 years FP&A or corporate finance experience, including hands-on work with FP&A software implementations (Anaplan, Adaptive, Vena, Workday Planning, or similar).
- Strong partnership experience with Sales and Marketing finance needs.
- Advanced Excel skills; experience with SQL and BI tools (Looker, Tableau, Power BI) preferred.
- Demonstrated ability to translate business requirements into system configuration and automated processes.
- Excellent communication skills — able to present insights to both technical and executive audiences.
- Bachelor’s degree in Finance, Accounting, Economics, or related field; or advanced degree a plus.
- Proven experience managing commission plans and incentive calculations.
- Experience integrating CRM (HubSpot) and ERP (QuickBooks, NetSuite, others) systems into FP&A processes.
- Prior experience leading change management and user training during system rollouts.
At 401GO, we’re not just changing retirement—we’re reinventing it. As a fast-growing fintech start-up, we’ve built the world’s most advanced, fully automated retirement platform to help hard-working Americans take control of their future. Here, innovation moves fast, ideas matter, and your work makes a real impact. You’ll enjoy a collaborative and supportive environment where great people do their best work together, backed by competitive compensation, excellent benefits, and plenty of opportunities for professional growth. If you’re ready to challenge the status quo and be part of something big, 401GO is the place to grow your career.
What We Offer
- A standout 401(k) plan (naturally!).
- Generous stock options—share in our growth and success.
- Flexible work environment—choose where you’re most productive.
- Excellent benefits, including medical, dental, and vision.
- Flexible hours—because great work doesn’t always happen 9–5.
- Plenty of PTO—we value work-life balance.
- A fully stocked kitchen when you’re in the office.
We are proud to be an Equal Opportunity Employer. We support a working environment that provides qualified employees and applicants with equal employment opportunity on a non-discriminatory basis without regard to race, color, creed, age, religion, gender (including pregnancy, gender identification and/or gender nonconformity) sexual orientation, marital status, national origin, ancestry, ethnicity, genetic information, physical or mental disability, citizenship, past, current or prospective service in the uniformed services or any other basis prohibited by federal, state, or local law.
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