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Sr. Financial Analyst

4 months ago

South Jordan, United States Canopy Full time
Sr. Financial Analyst

Canopy, South Jordan, UT

About Us

Canopy is a fast-growing SaaS company in Draper, Utah building simple, efficient software for accounting firms. We are looking to revolutionize the accounting space with modern, user-friendly software for a neglected industry.

Our goal is to help our clients unlock the firm they've always wanted with our Practice Management Suite. We place strong emphasis on delighting our customers, spotting and solving problems, and being good people along the way.

Click here to see why our clients love Canopy.

Interested in learning more about Canopy & the industry? Check out our blog here where you can find great information on our product features, industry news, practice management, and more

The Opportunity

We are seeking a highly skilled and motivated Senior Financial Analyst to join our finance team. The Senior Financial Analyst will play a critical role in supporting financial planning and analysis, driving strategic decision-making, and providing actionable insights to senior management. This individual will collaborate closely with cross-functional teams to analyze financial performance, develop forecasts, and identify opportunities for improvement.

This is a hybrid position in South Jordan, Utah (M, W, F in-office).

What You'll Do:
  • Financial Planning and Analysis:
    • Develop and maintain financial models to support budgeting, forecasting, and long-range planning processes.
    • Analyze key performance indicators (KPIs) and financial metrics to assess business performance and trends.
    • Prepare and present insightful reports and presentations for senior management and key stakeholders.
  • Budgeting and Forecasting:
    • Coordinate the annual budgeting process, including gathering input from department heads, analyzing variances, and preparing budget presentations.
    • Partner with business leaders to develop accurate forecasts and provide actionable insights to drive performance improvements.
  • Performance Analysis and Insights:
    • Conduct in-depth analysis of financial results, including variance analysis and trend analysis, to identify opportunities and risks.
    • Provide proactive recommendations to optimize revenue, reduce costs, and improve overall financial performance.
  • Strategic Decision Support:
    • Partner with senior leadership to evaluate strategic initiatives, investment opportunities, and business expansion plans.
    • Conduct financial due diligence and scenario analysis to support decision-making and drive business growth.
  • Process Improvement and Efficiency:
    • Identify opportunities to streamline financial processes, enhance data accuracy, and improve efficiency.
    • Drive initiatives to automate routine tasks and implement best practices for financial reporting and analysis.
  • Payments Analysis and Reporting:
    • Conduct in-depth analysis of payment transactions, trends, and performance metrics to identify opportunities for process improvement and revenue optimization.
    • Prepare comprehensive reports and dashboards to communicate payment-related insights, trends, and forecasts to key stakeholders.
What We're Looking For:
  • Bachelor's degree in Finance, Accounting, Economics, or related field.
  • MBA or CFA preferred.
  • 4+ years of progressive experience in financial analysis, preferably within the SaaS industry.
  • Proficiency in financial modeling, forecasting, and data analysis using Excel, SQL, and other analytical tools.
  • Experience with financial planning and ERP systems.
  • Excellent communication skills with the ability to present complex financial concepts to non-finance stakeholders.
  • Proven track record of driving process improvements, optimizing workflows, and delivering actionable insights to support business objectives.
  • Detail-oriented mindset with a passion for accuracy, problem-solving, and continuous learning.
We know many women do not apply for a job if they don't perfectly fit the description. We want you to apply anyway.

Bonus Points If You Have:
  • Experience in the payments sector
Why You Want to Work Here:

Flexible Paid Time Off - that you're actually encouraged to use plus 10 company holidays

Health Benefits - including Medical, Dental, and Vision and an HSA Match. Canopy covers Medical premiums at 100% for Employees only.

401(k) - we match 100% up to 3% of your contribution. Eligibility is immediate with 100% vesting.

Mental Health - all employees have access to Impact Suite & to our Employee Assistance Program (EAP).

Paid New Parent Leave & Birthing Parent Leave - so you're able to care for your little ones.

? Supplemental Benefits - including 100% company paid Basic Life & AD&D insurance and long & short-term disability coverage.

Motivosity - our peer-to-peer recognition program to help our employees recognize the amazing work being done by other Canopians

Company Events - including monthly company-wide meetings, summer parties, and more.

DEIB Committee - to plan initiatives around continuing education, community outreach, recruiting, onboarding, and more.

Fully-stocked kitchen - Keto? Vegan? Flexitarian? Mandalorian? We've got you covered.

Our Values:

We approach our work every day with a few things in mind:

Own - we own this place We focus on outcomes, holding ourselves & each other accountable.

Win - we win by delighting our customers with the very best products and services.

Do Good - we work hard to be good people

Embrace Curiosity & Candor - we approach everything with curiosity & we understand that candor is kindness and give the gift of feedback.

To learn more about us & our values, click here.

Interviewing @ Canopy:

We know application processes can be a little stressful. Here's are the stages of a typical interview process:
  • Once your application is received, we will review it and get back to you if we feel like it's a mutual fit
  • 20 minute phone call with the People Team
  • 45-60 minute video or in-person interview with the Hiring Manager
  • 1-3 rounds of interviews depending on the role
  • Final Interview

Interview processes can vary depending on the role. The People Team will give you a role specific overview of the process during your first phone call.

Remember: This is your interview too We know candidates are evaluating us just as much as we are them. We encourage you to bring questions to each of your interviews-our hiring teams will always make sure to save time for questions at the end

Canopy is an equal opportunity employer. Canopy provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, national origin, sexual orientation, gender identity or expression, age, disability, genetic information, marital status or veteran status.