Financial Analyst

BambooHR • Utah | Hybrid, UT

1d • Hybrid

About The Position

We are seeking a detail-oriented Financial Analyst to join our FP&A team at BambooHR, where you will play a key role in delivering insights that drive strategic decisions. In this role, you will combine financial expertise and data analysis to support monthly, annual, and long-range planning, forecasting, and reporting. You will partner with cross-functional leaders to connect financial performance to company strategy, ensuring initiatives are impactful and aligned with business goals.
You will analyze datasets to identify trends and root causes, build and maintain financial models, and perform P&L variance analysis to provide clear, actionable recommendations. Using tools such as Excel/Google Sheets, Workday Adaptive Planning, Power BI, and Databricks, you will create scalable reports and communicate insights through concise, audience-appropriate data storytelling.
The ideal candidate can quickly translate complex business questions into structured analysis, deliver timely outputs, and effectively communicate findings to stakeholders. You are comfortable working independently, managing priorities, and building strong relationships while maintaining a high level of ownership and curiosity.
This role is an opportunity to blend analytical rigor with business acumen, directly contributing to BambooHR’s growth and success.

Requirements

• 2+ years of experience in prior strategic FP&A roles (doing things like headcount forecasting, budgeting, financial modeling, financial reporting, data analytics, etc.)
• Experience with AI/ML & LLM applications, SQL, PowerBI/Data visualization and Excel.
• A strong understanding of how business functions, segments, and decisions interact and influence outcomes across the organization
• You bring confidence, understanding, and empathy to cross-functional partnerships and are comfortable working directly with leadership teams.
• 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!

Nice To Haves

• Experience applying AI/ML or LLM-based tools to financial or revenue data (e.g., forecasting, pricing, churn, or pipeline analytics)
• Past experience working with our tech stack is highly preferred: Workday Adaptive Planning, Databricks, Power BI.
• Analyst experience in the SaaS industry specifically is a big bonus.
• 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.
• You have a degree in finance or a related field.
• You are located in Utah and excited about coming into our Draper, UT office 3+ days a week for some collaborative meetings.

Responsibilities

• Analyze data to identify trends, drivers, and actionable insights
• Support forecasting, budgeting, and long-range planning processes
• Perform P&L variance analysis and provide clear recommendations
• Build and maintain financial models, reports, and dashboards
• Translate business questions into structured analysis and deliverables
• Clearly advise stakeholders on recommended actions based on data insights
• Communicate insights through clear, audience-appropriate presentations
• Partner with cross-functional teams to align insights with business strategy
• Manage priorities and deliver timely, high-quality work
• Proactively pursue opportunities to improve efficiencies through improved workflows, automation, or AI functionality

Benefits

• Comprehensive health, life, and disability insurance
• Generous leave policies that include 4 weeks of vacation, 12 company holidays, parental leave, and volunteer time off so you can enjoy quality of life
• 401k plans with up to 6% company match
• $2000 Paid-Paid Vacation bonus
• EAP through Headspace

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree