Podium · 6 days ago

Senior Financial Analyst

Lehi, UT

Full-time

Onsite

Senior Level

3+ years exp

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CollaborationConsumer Reviews

Insider Connection @Podium

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Financial Modeling Expertise: Collaborate in building and enhancing sophisticated financial models used for budgeting and forecasting financial results across monthly, quarterly, and annual cycles.

Key Metric Reporting: Take charge of regular reporting of key metrics such as ARR and churn. Ensure our company's reporting dashboards are not only updated but also accurate, providing valuable insights.

Strategic Partnership: Partner closely with department heads to identify and analyze opportunities and risks to revenue and cost goals. Act as a strategic advisor, fostering data-driven decision-making across various departments, including Sales, Product, Engineering, Business Development, and People Operations.

Ad Hoc Project Management: Take ownership of managing ad hoc projects on an ongoing basis. Examples include partnership deal valuation, Profit and Loss for investment cases, headcount planning, and more. Present findings and recommendations to business partners.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial analysisFinancial statementsBudget/forecastingFP&AInvestment bankingConsultingPE/VCExcelSalesforceTableauDomoSQLAnalytical skillsThink like an ownerWork ethicSense of urgencyProactive communication skillsRelationship building

Required

BA/BS degree in Finance, Economics, or a similar quantitative discipline

3-4+ years of financial analysis experience with a thorough understanding of financial statements and budget/forecasting cycles (FP&A, investment banking, consulting, PE / VC, or relevant field)

Strong analytical skills and experience with Excel, Salesforce, and reporting tools such as Tableau/ Domo

Think like an owner. Demonstrate the ability to take ownership and initiative within the tasks assigned to you. Work effectively and independently to drive results

Exhibit a strong work ethic, a high sense of urgency, and the ability to deliver results within tight timelines

Possess excellent and proactive communication skills with the ability to build and foster relationships with business partners

Basic experience with SQL