Financial Analyst - Hybrid

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)