About the Role: We are seeking a collaborative and analytical professional to join our Financial Planning & Analysis (FP&A) team. In this role, you will provide financial support and strategic insights to our go-to-market and product teams, playing an essential part in shaping our business strategy and driving growth. This is (Hybrid On-site Monday, Tuesday, and Thursday) of 4 months duration with possibility of extension. Key Responsibilities:
Serve as the primary finance business partner to Sales and Post-Sales leaders, managing comprehensive financial planning, budgeting, and forecasting for headcount, commissions, and operational expenses.
Develop detailed financial models and analyses for sales productivity, customer retention, and post-sales efficiency initiatives, identifying opportunities and risks to inform strategic decisions.
Create and maintain subscription revenue forecasts, evaluating customer attrition, lifetime value, and revenue per customer.
Collaborate closely 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 cycles.
Drive process improvements and ensure data accuracy in financial reporting and analysis.
Must-Have Qualifications:
5+ years of corporate finance experience, preferably in a high-growth environment with focus on data and analytics.
Advanced proficiency in financial planning, modeling, reporting, and large-scale data analysis.
Proven experience supporting financial outcomes through analytical insights.
Successful track record of optimizing financial reporting processes.
Hands-on experience with budgeting and forecasting tools such as Adaptive Insights.
Strong financial modeling skills in budgeting and forecasting.
Nice-to-Have Qualifications:
Experience in SaaS or FinTech environments.
Background partnering with Go-to-Market (GTM) teams on budgeting, forecasting, or performance analysis.
Ability to communicate complex financial concepts to cross-functional teams.
Experience using Adaptive.
Interview Process: Two rounds via Zoom:
Round 1: Hiring Manager Interview
Round 2: Team Interview
Numbers & Facts
Location
Draper, UT
Salary
$40–$45 Per Hour
Skills
Accountingunmatched
Analysis Skillsunmatched
Budget Managementunmatched
Budgetingunmatched
Business Strategyunmatched
Commission Spendunmatched
Communication Skillsunmatched
Consultingunmatched
Corporate Financeunmatched
Cross-Functionalunmatched
Customer Retention/Renewalunmatched
Data Analysisunmatched
Data Qualityunmatched
Financeunmatched
Financial Analysisunmatched
Financial Managementunmatched
Financial Modelingunmatched
Financial Planningunmatched
Financial Planning and Analysis (FP&A)unmatched
Financial Reportingunmatched
Financial Supportunmatched
Forecastingunmatched
LifeTime Value (LTV)unmatched
Operational Expenditure (OPEX)unmatched
Partner Salesunmatched
Performance Analysisunmatched
Post-Salesunmatched
Process Improvementunmatched
Revenue Analysisunmatched
Revenue Forecastingunmatched
Risk Analysisunmatched
Sales Analysisunmatched
Sales Operationsunmatched
Software as a Service (SaaS)unmatched
Team Playerunmatched
Time Managementunmatched
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