Senior Financial Planning & Analysis Analyst

FranklinCovey•Draper, UT

2d•Hybrid

About The Position

The Senior Financial Planning & Analysis (FP&A) Analyst is a member of FranklinCovey’s FP&A team and reports to the VP, Financial Planning & Analysis. The role supports enterprise-wide financial planning, budgeting, forecasting, reporting, and analysis, with direct support for Corporate G&A functions including the CEO, Finance, Legal, and IT. It also supports and helps evolve the company’s Enterprise Performance Management environment using Workday Adaptive Planning. The analyst is expected to understand data flows across financial and operational systems, support EPM integrations and reporting, and use automation and AI-enabled tools to improve analytical efficiency, forecasting accuracy, and decision-making. The position partners with business leaders to develop and update budgets and forecasts, prepares financial reporting and variance analyses, identifies financial and operational performance drivers, and develops financial models and scenario analyses. It also supports ad-hoc analysis and process improvements, translating analysis into clear insights and presentations for business partners, executives, and Board audiences. This is a full-time, exempt position with a hybrid work arrangement in Draper, Utah, anticipating three or more days in the office per week. The anticipated base salary is $105,000–$136,000.

Requirements

BA/BS degree in Finance and/or Accounting.
At least 5 years of experience in financial analysis.
Strong financial acumen and accounting knowledge.
Strong quantitative data analysis background and experience building and maintaining financial models.
Advanced proficiency in Excel and PowerPoint.
Strong analytical and problem-solving skills, including the ability to interpret complex data and provide actionable insights.
Clear, concise written and verbal communication skills, including the ability to present complex information effectively.
Strong interpersonal skills and ability to work effectively with cross-functional teams.
Exceptional attention to detail and commitment to accurate, high-quality work.
High sense of urgency, strong organizational skills, and ability to manage multiple priorities under tight deadlines.
Solid understanding of GAAP accounting principles.

Nice To Haves

At least 3 years of experience in an FP&A function.
Experience with Adaptive Planning and EPM integrations, including building EPM reports and dashboards.
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.

Responsibilities

Partner with business leaders to build, manage, and update departmental budgets and monthly forecasts, directly supporting Corporate G&A functions (CEO, Finance, Legal, and IT).
Assist with developing and consolidating annual budgets for gross and net revenue, cost of sales, SG&A, and EBITDA, aligning them with strategic goals.
Drive monthly and quarterly forecasts, identifying risks, opportunities, and changes in assumptions.
Monitor budget-to-actual performance and update forecasts monthly.
Prepare monthly, quarterly, and annual financial reporting packages for senior management, including actuals versus budget or forecast, variance analysis, and forecast updates.
Explain variances and recommend corrective actions where appropriate.
Identify and analyze financial and operational drivers affecting performance, including revenue, sales productivity, and incentive compensation metrics.
Develop and maintain reports, dashboards, and presentations communicating financial and sales performance trends and KPIs.
Translate data and analysis into presentations for executive and Board audiences.
Develop, maintain, and enhance financial models for business planning, strategic initiatives, and performance improvement.
Perform scenario and sensitivity analyses and translate model outputs into actionable insights for business partners and executive leadership.
Support ad-hoc financial analyses, including cost optimization initiatives and profitability assessments.
Identify and implement process improvements to enhance forecasting accuracy and reporting quality.
Assist with automating and streamlining financial reporting and FP&A processes.
Support the company’s Workday Adaptive Planning EPM environment, including integrations and reporting.