Job Description

Title: Financial Analyst

Duration: 4 months,Contract

Location: Draper, UT

Experience level: Mid-senior

Experience required: 5 Years

Education level: Bachelor's degree

Job function: Finance

Industry: Financial Services

Only local candidates can apply for this role.

Job Description:
We are seeking a collaborative and analytical individual to join our Financial Planning & Analysis (FP&A) team. This position will be instrumental in providing financial support and strategic insights to our go-to-market and product teams, helping shape the future of our business.

Key Responsibilities:

• Strategically lead as the primary finance business partner to many of our Sales and Post-Sales leaders, providing comprehensive financial planning, budgeting, and forecasting support for headcount, commissions, and operational expenses, including critical analysis and actionable recommendations to drive performance.
• Architect and drive detailed financial modeling and analysis for sales productivity, customer retention initiatives, and post-sales efficiency programs, proactively identifying strategic opportunities and risks, and presenting insights to senior leadership to influence business decisions.
• Strategize and refine our subscription revenue forecasts, meticulously creating and maintaining detailed financial models to project attrition, lifetime value, and revenue per customer.
• Orchestrate and oversee close collaboration with Sales Operations, Customer Success Operations, and Accounting to ensure accurate and timely tracking of revenue, commissions, and departmental expenses during month-end and quarter-end close processes, driving process improvements and ensuring data accuracy for critical business reporting.

We'd love to chat if you have:

• 5+ years of relevant experience in corporate finance, preferably in a high-growth environment with a strong focus on data and analytics
• Advanced proficiency in financial planning, modeling, reporting, and large-scale data analysis
• Demonstrated experience in providing analytical support to improve financial outcomes
• Proven success in optimizing financial reporting processes
• Hands-on experience using budgeting and forecasting tools such as Adaptive Insights
• Familiarity with accounting processes related to monthly or quarterly close cycles

Preferred Qualifications:

• Experience working in a Software-as-a-Service (SaaS) or FinTech environment
• Experience partnering with Go-to-Market (GTM) teams on budgeting, forecasting, or performance analysis
• Ability to communicate complex financial concepts to cross-functional stakeholders
• Proactive mindset with a focus on continuous improvement
• Strong interpersonal skills and the ability to work effectively in a team-oriented setting

MUST HAVE:

• 5+ years of relevant experience in corporate finance, preferably in a high-growth environment with a strong focus on data and analytics
• Advanced proficiency in financial planning, modeling, reporting, and large-scale data analysis
• Demonstrated experience in providing analytical support to improve financial outcomes
• Proven success in optimizing financial reporting processes
• Hands-on experience using budgeting and forecasting tools such as Adaptive Insights
• Strong financial modeling experience, including budgeting and forecasting.

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