Senior Financial Planning & Analysis Analyst
franklincoveyDraper, UT
Senior Financial Planning & Analysis Analyst
franklincoveyDraper, UTSenior L5
Portfolio Management and Investment AdviceCorporate, Subsidiary, and Regional Managing OfficesAdministrative Management and General Management Consulting Services
APPLY NOW (opens in a new tab)Senior Financial Planning & Analysis (FP&A) Analyst FranklinCovey is the world's most trusted leadership and organizational performance partner that gives strategy the human edge. We help organizations achieve the breakthrough results that matter most. Using proven, principle-centered frameworks and practices, we build high-trust leaders, teams and cultures and help clients translate strategy into consistent execution. For more than 40 years, we have tested this approach with thousands of clients from Fortune 100 companies to educational and government institutions, providing professional services across 160 countries. 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, reporting and analysis. In addition, this role plays an important part in supporting and evolving the company's implementation of an Enterprise Performance Management (EPM) environment (Workday Adaptive Planning). 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. This role will directly support Corporate G&A functions (CEO, Finance, Legal, IT).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.
- Ability to tell the story and translate data/analysis into slides/presentations for executive and Board audiences
- 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:
Support ad-hoc financial, including cost optimization initiatives and profitability assessments.
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 financial acumen and accounting knowledge
- Strong background with quantitative data analysis, with experience building and maintaining financial models
- Advanced proficiency in Excel, PowerPointStrong 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, including presentation skills
- 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 subscription-based or SaaS business environment
Benefits include medical, dental, and vision insurance, HSA, employee stock purchasing program, 401(k), paid time off, holiday pay, and more. Please visit for details.
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Level
Senior L5
Location
Draper, UT
Occupation
Financial Specialists, All Other
Industry
Portfolio Management and Investment Advice
Posted
today