Lead Financial Analyst

LVT•American Fork, UT

8h•Onsite

About The Position

As LVT scales toward our next phase of growth, we’re adding a Lead Financial Analyst to our FP&A team, a senior individual contributor role built for someone who wants to own R&D finance end to end. You’ll bring predictability to how we budget, forecast, and evaluate return on our R&D and product development spend, and you’ll become the embedded finance partner our Engineering and Product leaders turn to first. Outside of R&D, you’ll support many of our operational leaders and lead special projects: high-priority, cross-functional analyses that inform decisions at the CFO and President level. This is a chance to build the financial discipline around R&D at a scaling hardware and SaaS company. This is an in-office role based at our headquarters in American Fork, UT.

Requirements

7+ years in FP&A, corporate finance, or strategic finance, with real ownership of a budget or spend area end to end, not just monitoring it.
Understand how to forecast and control engineering and product development spend, including the distinction between capitalized and expensed R&D costs.
Understand gross margin dynamics across both a hardware COGS structure and a recurring-revenue SaaS model, and can speak to both credibly.
Build real relationships with technical leaders in Engineering and Product, and hold your own in a room with VPs and above without losing the room in financial jargon.
Deep, expert-level fluency in driver-based financial modeling in Excel/Sheets.
Hands-on experience with ERP, Financial Forecasting (Adaptive-preferred), and AI leveraging, with the judgment to know when a process needs to move out of a spreadsheet.
Take ambiguous, high-visibility asks and build the process as you go.
Comfortable being an early, high-leverage IC hire on a growing team, building processes the company will run on for years.

Responsibilities

Build and own the forecasting and budgeting process for R&D and product development spend, replacing ad hoc estimates with a repeatable, driver-based model.
Serve as the embedded finance partner to Engineering and Product leadership, translating roadmap and headcount decisions into financial impact and financial constraints into roadmap tradeoffs.
Lead ROI and capacity planning analysis for R&D investments, helping leadership decide which initiatives get funded, deferred, or cut.
Establish forecasts and tracking for software and product development costs in partnership with Accounting, ensuring R&D spend is classified and reported correctly.
Build headcount and hiring plans for Engineering and Product in partnership with People and R&D leadership, tying growth to budget and roadmap milestones.
Build the trusted, senior-level relationships with R&D and Product leaders needed to influence spend decisions before they become budget problems, not after.
Lead high-priority, cross-functional analyses (margin expansion, unit economics, pricing, profitability studies) at the direct request of the CFO, President, or VP of FP&A.
Own ad hoc financial modeling and analysis that supports company-wide strategic decisions, often on compressed timelines and with direct executive visibility.
Partner across Sales, Operations, Supply Chain, and Product as needed to support broader FP&A forecasting and reporting cycles.