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finance analyst draper, ut hold
finance analyst draper, ut holdESR Healthcare • Draper, UT, United States
finance analyst draper, ut hold

finance analyst draper, ut hold

ESR Healthcare • Draper, UT, United States
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About the job finance analyst draper, ut hold

finance analyst draper, ut hold

Experience level : Mid-senior Experience required : 5 Years Education level : Bachelors degree Job function : Finance Industry : Financial Services Pay rate : $45 per hour Total position : 1 Relocation assistance : No Visa sponsorship eligibility : No

Only local candidates can apply for this role.

Job Description :

We are seeking a collaborative and analytical individual to join our Financial Planning & Analysis (FP&A) team. This position will be instrumental in providing financial support and strategic insights to our go-to-market and product teams, helping shape the future of our business.

Key Responsibilities :

  • Strategically lead as the primary finance business partner to many of our Sales and Post-Sales leaders, providing comprehensive financial planning, budgeting, and forecasting support for headcount, commissions, and operational expenses, including critical analysis and actionable recommendations to drive performance.
  • Architect and drive detailed financial modeling and analysis for sales productivity, customer retention initiatives, and post-sales efficiency programs, proactively identifying strategic opportunities and risks, and presenting insights to senior leadership to influence business decisions.
  • Strategize and refine our subscription revenue forecasts, meticulously creating and maintaining detailed financial models to project attrition, lifetime value, and revenue per customer.
  • Orchestrate and oversee close collaboration with Sales Operations, Customer Success Operations, and Accounting to ensure accurate and timely tracking of revenue, commissions, and departmental expenses during month-end and quarter-end close processes, driving process improvements and ensuring data accuracy for critical business reporting.

Wed love to chat if you have :

  • 5+ years of relevant experience in corporate finance, preferably in a high-growth environment with a strong focus on data and analytics
  • Advanced proficiency in financial planning, modeling, reporting, and large-scale data analysis
  • Demonstrated experience in providing analytical support to improve financial outcomes
  • Proven success in optimizing financial reporting processes
  • Hands-on experience using budgeting and forecasting tools such as Adaptive Insights
  • Familiarity with accounting processes related to monthly or quarterly close cycles
  • Preferred Qualifications :

  • Experience working in a Software-as-a-Service (SaaS) or FinTech environment
  • Experience partnering with Go-to-Market (GTM) teams on budgeting, forecasting, or performance analysis
  • Ability to communicate complex financial concepts to cross-functional stakeholders
  • Proactive mindset with a focus on continuous improvement
  • Strong interpersonal skills and the ability to work effectively in a team-oriented setting
  • Hiring Manager Notes :

  • Work Arrangement : Hybrid (on-site at Draper office on Monday, Tuesday, and Thursday)
  • Contract Duration : 4-month contract with the possibility of extension based on business needs
  • Interview Process : Two rounds via Zoom first with the hiring manager, second with a team member
  • Preferred Skills : Experience with Adaptive (nice to have)
  • Required Skills : Strong financial modeling experience, including budgeting and forecasting.
  • MUST HAVE :

  • 5+ years of relevant experience in corporate finance, preferably in a high-growth environment with a strong focus on data and analytics
  • Advanced proficiency in financial planning, modeling, reporting, and large-scale data analysis
  • Demonstrated experience in providing analytical support to improve financial outcomes
  • Proven success in optimizing financial reporting processes
  • Hands-on experience using budgeting and forecasting tools such as Adaptive Insights
  • Strong financial modeling experience, including budgeting and forecasting.
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