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Title: Senior Financial Planning & Analysis (FP&A) Analyst
Payroll Title: Sr Financial Planning & Analysis Analyst
Division & Department: Enterprise Finance
Status: Full-Time Exempt
Reports to: VP, Financial Planning & Analysis (FP&A)
Location: Hybrid - Draper, UT (Anticipating 3+ days in office/week)
Compensation: Anticipated compensation for this position is a base salary of $105-147k*
Date Posted: 07/06/2026
Job Summary
The Senior Financial Planning & Analysis (FP&A) Analyst is a key member of the FP&A team, reporting to the VP, FP&A. This role supports enterprise-wide financial planning, budgeting, forecasting, and analysis. In addition, this role plays an important part in supporting and evolving the company's Enterprise Performance Management (EPM) environment, including Adaptive Planning or similar cloud-based FP&A platforms. The Senior FP&A Analyst is expected to understand end-to-end data flows across financial and operational systems, support EPM integrations and reporting, and leverage automation and AI-enabled tools to enhance analytical efficiency, forecasting accuracy, and decision-making.
The ideal candidate brings strong financial modeling and analytical skills, a solid understanding of finance and accounting principles, excellent communication skills to partner effectively with business leaders across the organization on budgeting and forecasting, and a demonstrated ability to operate effectively in a data-integrated, high-performance business environment.
Essential Job Functions
Budgeting and Forecasting
Partner with business leaders across the organization to build, manage, and update departmental budgets and forecasts on a monthly basis.
Assist in the development and consolidation of annual budgets (Gross/Net Revenue, COS, SG&A, and EBITDA), ensuring alignment with strategic goals.
Drive monthly and quarterly forecasts, highlighting key risks, opportunities, and changes in underlying assumptions.
Monitor budget-to-actual performance and update forecasts on a monthly basis.
Financial Analysis and Reporting
Prepare monthly, quarterly, and annual financial reporting packages for senior management, including actuals vs. budget/forecast, variance analysis, and forecast updates.
Provide clear explanations for variances, and recommend corrective actions where appropriate.
Identify and analyze key financial and operational drivers impacting performance, including revenue, sales productivity, and incentive compensation metrics.
Develop and maintain reports, dashboards, and presentations to communicate financial and sales performance trends (KPIs) across Excel, EPM platforms, and related reporting tools.
Financial Modeling
Develop, maintain, and enhance financial models to support business planning, strategic initiatives, and performance improvement.
Perform scenario and sensitivity analyses to support management decision-making.
Translate model outputs into clear, actionable insights for business partners and executive leadership.
Ad-Hoc Analysis and Special Projects
Continuous Improvement
Maintain, identify and implement process improvements to enhance forecasting accuracy and reporting quality.
Assist in automation and streamlining financial reporting and FP&A team processes.
Basic Qualifications
BA/BS degree in Finance and/or Accounting
5+ years of experience in financial analysis
Preferred Skills & Experience
3+ years of experience in an FP&A function
Experience with Adaptive Planning and EPM integrations, including the buildout of EPM reports and dashboards
Strong background with quantitative data analysis, with experience building and maintaining financial models
Advanced proficiency in Excel, PowerPoint
Strong analytical and problem-solving skills, with the ability to interpret complex data and provide actionable insights
Clear and concise written and verbal communication skills, with the ability to present complex information effectively
Strong interpersonal skills and the ability to work effectively with cross-functional teams
Exceptional attention to detail and commitment to producing high-quality, accurate work.
High sense of urgency, strong organizational skills, and the ability to manage multiple priorities under tight deadlines.
Solid understanding of GAAP accounting principles.
Proficiency with CRM tools (Salesforce preferred)
Experience with ERP systems (Microsoft Dynamics AX preferred)
Experience using data visualization tools (Domo preferred)
Experience working in a SaaS business environment
Strong accounting knowledge and financial acumen
Benefits include medical, dental, and vision insurance, HSA, employee stock purchasing program, 401(k), paid time off, holiday pay, and more. Please visit https://franklincoveybenefits.com/ for details.
Unless otherwise noted, applications will be accepted for a minimum of three (3) days from the initial published date on the FranklinCovey job board, but the posting may close at any time after the specified duration.
Employer Information
For an overview of our Interview Process, please visit https://franklincovey.com/careers/working-at-franklincovey/.
FranklinCovey is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Please visit https://www.franklincovey.com/careers/notices-and-provisions/ for our full Equal Employment Opportunity policies and Nondiscrimination Provision.
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