Senior Financial Planning
3 weeks ago
Why it’s worth it: As a member of ReliaQuest’s financial planning & analysis (FP&A) team, you will build and contribute to a critical function at RQ, helping to guide the company on its continued high-growth trajectory. In this hands-on, highly visible role, you will support a key analytical function of the company and provide insights to support optimal business decision making at all levels of leadership. You will look at the company’s key performance indicators (KPIs), operations and finances with a critical eye and introduce actions for improvement, serving as a true partner to the business. The FP&A function will provide financial visibility and support to senior management, including supporting analysis and reporting for board presentations, quarterly financial presentations, industry / peer group comparisons, new business initiatives, financing activities, analysis of acquisitions and other ad hoc projects. At ReliaQuest, you have a unique opportunity to join a fast-growing, entrepreneurial, SaaS cybersecurity company backed by some of the most successful private equity investment firms in the world. This is a fully in-office role allowing you to collaborate and build relationships with all key stakeholders. The everyday hustle: Partner with the Finance organization to review and develop strategies for the overall growth of the company and evaluate and advise on short- and long-range integrated financial and operational planning Partner across other areas of the business, with the ability and willingness to be hands-on and dive deep into the details Tactically analyze and strategically assess the company’s financial and operational needs Provide financial analysis and guidance on activities, plans, targets and business drivers to department leaders and company management Support strategic business decision making through financial modeling and analysis including ad hoc modeling and analysis Drive predictability in planning, forecasting, and reporting; constantly improve accuracy by understanding the underlying business drivers, challenging assumptions and solving problems Enhance and maintain operational and financial KPIs Maintain and continuously enhance the company’s detailed short- and long-term financial forecasts, requiring you to systematically and on a regular basis: Analyze actual financial results and key performance indicators in detail and compare them against the forecast and prior period results, identifying the underlying reasons for variances Lead discussions with business and functional leaders to: Succinctly communicate your analysis Understand the business context for financial results and the evolving needs of the business Translate financial insights into actionable operational recommendations Gather up-to-date inputs for the forecast from multiple sources Diligently address any questions and requests for follow-up analysis Hold yourself accountable for the accuracy, precision and integrity of the financial forecast and all other analyses and establish a high level of credibility Build and strengthen long-term working relationships with: Business and functional leaders, who are your “customers” and are critical stakeholders Your colleagues within the finance team The accounting team Be an advocate for continuous team improvement, particularly in our use of technology Travel up to 10% of the time Do you have what it takes? Bachelor’s degree in finance, accounting or economics 5+ years of relevant work experience in roles with a focus on financial analysis Advanced proficiency with Microsoft Excel and financial modeling, including scenario analysis and the ability to manipulate, analyze and interpret data Strong grasp of financial accounting and the relationships between financial statements Intellectual curiosity and the ability to think creatively Understanding of the linkages between business operations, key performance indicators and reported financial results Understanding of GAAP vs. non-GAAP reporting Ability and eagerness to deliver results in a lean, rapidly changing, hyper-growth environment that requires you to: Work autonomously Adapt rapidly Navigate complexity, ambiguity and incomplete information Collaborate across stakeholders Balance multiple projects Prioritize intelligently Deliver highly precise work within short deadlines A hands-on, roll-up-your-sleeves mindset High level of organization, attention to detail and ownership of your work Effective written and spoken communication skills and the ability to communicate complex information clearly and concisely High energy, drive, resourcefulness and self-motivation What makes you uncommon? Experience in the enterprise software / SaaS industry and familiarity with its key performance indicators Experience with Workday Financial Management (ERP system) and Workday Adaptive Planning Experience in the public company operating environment and familiarity with its reporting requirements, the guidance setting process and coverage by Wall Street research analysts Advanced relevant credentials such as MBA, CPA or CFA #J-18808-Ljbffr
-
Senior Financial Reporting
17 hours ago
Salt Lake City, United States Biomerics Full timeJob Type Full-time Description Biomerics is a world-class manufacturer and innovative polymer solutions provider for the medical device and biotech industries. As a vertically integrated company, we specialize in designing, developing, and producing medical devices for diagnostic and interventional procedures. We are focused on next-generation solutions for...
-
Financial Planning Analyst
1 week ago
Salt Lake, Utah, United States BankTalent HQ Full timeBankTalent HQ is a leading financial services organization known for its commitment to excellence and community engagement. We pride ourselves on fostering a supportive environment where our employees can thrive and contribute to our success. Our dedication to our clients and communities is reflected in our consistent recognition as a top employer. We are...
-
Financial Planning Analyst
2 weeks ago
Salt Lake, Utah, United States BankTalent HQ Full timeCompany Overview:BankTalent HQ is a leading financial services organization dedicated to providing exceptional banking solutions and fostering strong community ties.Position Summary:We are currently seeking a Financial Analyst to be part of our Business Line Financial Planning and Analysis department. This role is integral to our Financial Planning and...
-
Financial Planning Analyst
2 weeks ago
Salt Lake, Utah, United States BankTalent HQ Full timeAbout BankTalent HQ:BankTalent HQ is a leading financial services organization dedicated to providing exceptional banking solutions while fostering a supportive work environment for our employees.Position Overview:We are currently seeking a Financial Analyst to become a vital part of our Business Line Financial Planning and Analysis team. This role is...
-
Financial Planning Analyst
1 week ago
Salt Lake, Utah, United States BankTalent HQ Full timeBankTalent HQ is a leading financial services organization, recognized for its commitment to excellence and community engagement. We pride ourselves on fostering a supportive work environment where employees are valued and rewarded for their contributions. Our dedication to local banking ensures strong connections with the communities we serve. We are...
-
Financial Planning Analyst
2 weeks ago
Salt Lake, Utah, United States BankTalent HQ Full timeBankTalent HQ is recognized as a leading institution in the financial services sector, committed to fostering a culture of excellence and community engagement. We pride ourselves on being a top employer, consistently acknowledged for our outstanding workplace environment and our dedication to employee growth and satisfaction. We are currently in search of a...
-
Financial Planning Analyst
2 weeks ago
Salt Lake, Utah, United States Lightspeed DMS Full timePosition Overview:The Financial Analyst plays a crucial role as a finance business partner at Lightspeed, ensuring that our financial reporting is thorough, precise, and delivered in a timely manner.This role involves providing insightful analysis to the leadership team, enabling informed business decisions. The analyst operates independently with minimal...
-
Financial Planning Analyst
2 weeks ago
Salt Lake, Utah, United States BankTalent HQ Full timeCompany Overview:BankTalent HQ is a leading financial services organization recognized for its commitment to excellence and community engagement. We pride ourselves on fostering a workplace that values talent and innovation.Position Summary:We are seeking a Financial Analyst to become an integral part of our Business Line Financial Planning and Analysis...
-
Senior Financial Planning Analyst
2 weeks ago
Salt Lake, Utah, United States BankTalent HQ Full timeBankTalent HQ is a leading financial services organization, recognized for its commitment to excellence and strong community ties. We pride ourselves on fostering a workplace that values our employees and promotes professional growth. We are currently seeking a Financial Analyst to join our Financial Planning & Analysis (FP&A) team. This role offers a hybrid...
-
Financial Planner
3 weeks ago
Salt Lake City, United States Albion Financial Group Full timeLocation: Salt Lake City, Utah (partial hybrid/remote work option available after a one year onsite training period) Who we are: Albion Financial Group is an investment advisory firm founded 40 years ago in Alta, Utah. As a fee-only fiduciary from day one, we have always put our clients’ interests first in everything that we do. After four decades of...
-
Financial Planning and Analysis Associate
17 hours ago
Salt Lake, Utah, United States SPECTRUM INTERMEDIATE LLC - WP Full timeJob SummarySpectrum Solutions is seeking a highly analytical and skilled Financial Planning and Analysis (FP&A) Associate to join our team in Draper, UT. As a key member of the Finance department, you will provide modeling support for financial and operational forecasts, strategic planning, business analysis, and annual budgeting.Key...
-
Sr. Manager, Financial Planning and Analysis
19 hours ago
Salt Lake City, United States The Church of Jesus Christ of Latter-day Saints Full timeThe Senior Manager, Financial Planning and Analysis (FP&A) at Property Reserve provides expertise at the consolidated, corporate level, overseeing the company’s financial planning, budgeting, forecasting, and analysis functions. This role plays a critical part in guiding business decisions by delivering key financial insights, developing robust financial...
-
Financial Planner
3 months ago
Salt Lake City, United States Albion Financial Group Full timeLocation: Salt Lake City, Utah (partial hybrid/remote work option available after a one year onsite training period)Who we are:Albion Financial Group is an investment advisory firm founded 40 years ago in Alta, Utah. As a fee-only fiduciary from day one, we have always put our clients’ interests first in everything that we do. After four decades of growth...
-
Financial Planner
3 months ago
Salt Lake City, United States Albion Financial Group Full timeLocation: Salt Lake City, Utah (partial hybrid/remote work option available after a one year onsite training period)Who we are:Albion Financial Group is an investment advisory firm founded 40 years ago in Alta, Utah. As a fee-only fiduciary from day one, we have always put our clients’ interests first in everything that we do. After four decades of growth...
-
Senior Financial Analyst
3 months ago
Salt Lake City, United States PT&C Group LLC Full timeJob DescriptionJob DescriptionDescription:Due to continuing growth, we are seeking a Senior Financial Analyst to join our team. The Senior Financial Analyst will be responsible for driving world class strategic and financial planning methods, building long-range operating plans to support business initiatives and developing rolling forecast to ensure...
-
Senior Financial Analyst
3 months ago
Salt Lake City, United States PT&C Group LLC Full timeJob DescriptionJob DescriptionDescription:Due to continuing growth, we are seeking a Senior Financial Analyst to join our team. The Senior Financial Analyst will be responsible for driving world class strategic and financial planning methods, building long-range operating plans to support business initiatives and developing rolling forecast to ensure...
-
Senior Financial Analyst
3 months ago
Salt Lake City, United States Platform Accounting Full timeJob Type Full-time Description Due to continuing growth, we are seeking a Senior Financial Analyst to join our team. The Senior Financial Analyst will be responsible for driving world class strategic and financial planning methods, building long-range operating plans to support business initiatives and developing rolling forecast to ensure resources are...
-
Retirement Planning Senior Growth Specialist
1 month ago
Salt Lake City, United States Wells Fargo Full timeBring demonstrated experience in the latest products, research, trends, and developments in retirement planning to enhance organizational knowledge, promote financial wellbeing, and improve the effectiveness of business strategies. Influence or desig Retirement, Specialist, Senior, Growth, Financial Planning, Planning, Technology, Banking
-
Financial Planning
3 weeks ago
Salt Lake City, United States ReliaQuest Full timeWhy it’s worth it: As a member of ReliaQuest’s financial planning & analysis (FP&A) team, you will build and contribute to a critical function at RQ, helping to guide the company on its continued high-growth trajectory. In this hands-on, highly visible role, you will support a key analytical function of the company and provide insights to support optimal...
-
Senior Financial Analyst
2 months ago
Salt Lake City, United States PRIME CORPORATE SERVICES LLC Full timeJob DescriptionJob DescriptionDescription:Job description – Senior Financial Analyst Our Company Mission:____________________________________________________________________________________________PRIME Corporate Services was founded with the goal to help entrepreneurs, investors, traders, and small business owners. The firm was established to increase...
