Sr. Financial Analyst, FP&A

Job Description Salary: About Us Our mission is simple: we want to set people free to do meaningful work. People love our software—and it turns out that people love working here too. We’ve been recognized as a “Best Company to Work For” and we’re proud of our team for creating software that makes an impact in the lives of HR pros and employees all over the world. What You’ll Do 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 – this is across the entire company so you could be working with teams such as Marketing, Customer Experience, Sales, etc. As a trusted advisor, FP&A works with those teams’ 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, including senior business leaders, to provide in-depth analysis and actionable insights to improve processes and drive bottom line results Assist in preparing departmental expenditure and monthly forecasts, ensuring all details are accurate, comprehensive, and completed on time Build financial models, run scenario analysis, and provide data analytics to identify areas of risk and opportunity Leverage data to tell a story and present it through data visualizations in compelling dashboards and reports, to aid in decision making Meet with stakeholders to scope future projects and manage expectations on timelines What You Need to Get the Job Done You have 5 years’ of experience in prior strategic FP&A roles You are a strategic & analytical thinker with the ability to connect to the big picture while working in the sometimes ambiguous details The ability to be an understanding and empathetic partner cross-functionally comes naturally to you You have skills in data analytics, visualization, and reporting tools such as: Tableau, Power BI You can often be found building things in Excel and calling it fun (i.e. complex formula syntax skills) What Will Make Us REALLY Love You You are located in Utah and excited about coming into the Lindon office once or twice a week for some collaborative meetings 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 You consider yourself a self-starter who takes initiative and strives for continuous improvement Problem-solving skills have always been a strength of yours, especially when paired with your strong working knowledge of finance and accounting You have a degree in finance or a related field 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 the class 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 Flexible Work Models. In-office, work-from-home, or hybrid, depending on position and location. An Equal Opportunity EmployerM/F/D/V Because our team members are trusted to handle sensitive information, we require all candidates that receive and accept employment offers to complete a background check before being hired.