Essential Job Duties

As a Sr. Financial Analyst in our FP&A department (Financial Planning & Analysis) you will provide the key insights and data that enable executive, division, and department leaders to make sound decisions and provide strategic direction across the entire company.

As a trusted advisor, FP&A works with functional leaders while partnering with our data engineering and operations teams. This involves a wide variety of daily activities, including helping with expenditure and headcount planning, building financial models, designing operational and financial reports and dashboards, tracking and monitoring KPIs, and performing rolling forecasts, trend analysis, and predictive analytics. FP&A truly has a seat at the table at BambooHR, which means that during a time of growth like we’re experiencing right now, you’ll be involved in many crucial strategic decisions!

In summary, you will:

• Effectively partner cross-functionally with other teams and business leaders  to provide in-depth analysis and actionable insights to improve processes and drive bottom line results.
• Build financial models, run scenario analysis, and provide data analytics to identify areas of risk and opportunity.
• Assist in preparing departmental expenditure and monthly forecasts, ensuring all details are accurate, comprehensive, and completed on time.
• Meet with stakeholders to scope future projects and manage expectations on timelines.
• Leverage data to tell a story and present it through data visualizations in compelling dashboards and reports to aid in decision making.

What You Need to Get the Job Done

• Finance Experience: You have 5+ years of experience in prior strategic FP&A roles (partnering with a stakeholder group on headcount forecasting, budgeting, financial modeling, financial reporting, BI/data analytics, etc.)
• Finance Education: You have a degree in finance or a related field.
• Excel Skills: You can often be found building things in Excel and calling it fun!
• Business Intelligence: You consider yourself a wizard in Tableau - you can whip up compelling and clear data visualizations and analytics with ease.
• Sales Familiarity: You’re familiar with SaaS sales metrics and with Salesforce CRM (pulling data and reports, etc.)
• Business Acumen: You have a strong understanding of general business operations and management requirements, and the ability to model those areas, while inserting the data and intelligence to make them better.
• Executive Presence: You bring confidence, understanding, and empathy to cross-functional partnerships and are comfortable working directly with leadership teams.
• Proactivity: You’re a self-starter who takes initiative and strives for continuous improvement. Rather than waiting to be asked, you find what needs to be done and build solutions!
• Location: You are located in Utah and excited about coming into our Lindon, UT office 1+ days a week for some collaborative meetings.

What Will Make Us REALLY Love You 

• While past Analyst experience is needed, having Analyst experience in the SaaS industry specifically is a big bonus.
• Past experience working with our tech stack is highly preferred: Tableau, Workday Adaptive Planning, Snowflake, Salesforce, and Coupa.
• Huge bonus if you have experience with SQL or data warehousing!
• You enjoy creating structure in fast-paced, and quickly changing environments.
• You’re a strategic thinker who is able to connect to the big picture while working in the sometimes ambiguous details.

What You’ll Love About Us

• Great Company Culture. We’ve been recognized by multiple organizations like Inc, Salt Lake Tribune, Glassdoor,  & Comparably for our great workplace culture.
• Make an Impact. We care about your individuality by giving you freedom to grow and create within the company, regardless of your position.
• Rest and Relaxation. 4 weeks paid time off, 11 paid holidays, and we pay you to go on vacation (ask us about this)!
• Health Benefits. Medical with HSA and FSA options, dental, and vision.
• Prepare for the Future. 401(k) with a generous company match, access to a personal financial planner, and both legal and life insurance.
• Financial Peace University. We pay for a one year subscription and you walk away with financial savvy and a bonus.
• Give back.  Get paid to give your time to the community: ask us about this!
• Educational Benefits. Whether you are a previous student, or currently enrolled in higher education, we can help cover some of those expenses.
• Flexible Work Models. In-office, work-from-home, or hybrid, depending on position and location.

#LI-Hybrid