Senior Financial Planning & Analysis Analyst

Senior Financial Planning & Analysis Analyst

FranklinCovey is the workplace of choice for Achievers with Heart. We are one of the largest and most trusted leadership companies in the world, with directly owned and licensee partner offices in over 160 countries and territories. With more than 2,000 global associates, FranklinCovey transforms organizations by partnering with clients to build leaders, teams, and cultures that get breakthrough results through collective action. Our services and products are primarily delivered through our subscription offerings, which are comprised of the FranklinCovey All Access Pass, which is primarily sold through our Enterprise Division, and the Leader in Me membership, which is designed specifically for our Education Division. Enterprise clients include Fortune 100, Fortune 500, thousands of small and mid-sized businesses, and numerous government entities. FranklinCovey Education has shared our programs, books, and content with thousands of public and private primary, secondary, and post-secondary schools and institutions.

The Senior Analyst Financial Planning & Analysis (FP&A) will be a key member of the FP&A team reporting to the Director of FP&A, Enterprise and responsible for supporting financial planning, budgeting, forecasting, and analysis activities, with an additional focus on administering and analyzing sales and sales support compensation plans through CaptivateIQ. This role will involve working closely with Finance, Sales, Revenue Operations, and HR teams to ensure that sales incentive structures are aligned with company goals. The ideal candidate will bring strong analytical and financial modeling skills, a solid understanding of finance principles, and hands-on experience managing and analyzing commission or sales compensation plans in a high-performance environment.

Essential Job Functions

Budgeting and Forecasting :

• Assist in the development and consolidation of annual budgets (Gross / Net Revenue, COS, SG&A, and EBITDA), ensuring alignment with strategic goals.
• Drive monthly / quarterly forecasts budgets (same categories as above), highlighting risks and opportunities.
• Monitor budget vs. actuals and update forecasts monthly.

Financial Analysis and Reporting :

Sales & Sales Support Compensation Analysis and Administration :

Financial Modeling :

Ad-Hoc Analysis and Special Projects :

Continuous Improvement :

Basic Qualifications

Bachelor's or advanced degree in Finance and / or Accounting + 5+ years of experience in financial analysis and / or sales compensation analysis.

Preferred Skills & Experience

3+ years of experience in an FP&A function + Strong background with quantitative data analysis, with experience building and maintaining financial models + Advanced proficiency in Excel, PowerPoint + Strong analytical and problem-solving skills, with the ability to interpret complex data and provide actionable insights + Clear and concise written and verbal communication skills, with the ability to present complex information effectively + Strong interpersonal skills and the ability to work effectively with cross-functional teams + Exceptional attention to detail and commitment to producing high-quality, accurate work. + High sense of urgency, strong organizational skills, and the ability to manage multiple priorities under tight deadlines. + Solid understanding of GAAP accounting principles. + Proficiency with CRM tools (Salesforce preferred) + Experience with ERP systems (Microsoft Dynamics AX preferred) + Experience using data visualization tools (Domo preferred) + Experience with sales compensation tools (CaptivateIQ preferred) + Experience working in a SaaS business environment + Strong accounting knowledge and financial acumen.

Benefits include medical, dental, and vision insurance, HSA, employee stock purchasing program, 401(k), paid time off, holiday pay, and more. Please visit https : / / franklincoveybenefits.com / for details. Actual offer may be outside of this range and will be determined by education, experience, knowledge, skills, and abilities, as well as geographic location, internal equity and alignment with market data. Unless otherwise noted, applications will be accepted for a minimum of three (3) days from the initial published date on the FranklinCovey job board, but the posting may close at any time after the specified duration.

FranklinCovey is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Please visit https : / / www.franklincovey.com / careers / notices-and-provisions / for our full Equal Employment Opportunity policies and Nondiscrimination Provision. Direct Reasonable Accommodation requests to accommodations@franklincovey.com. For our Privacy Policy, please visit https : / / www.franklincovey.com / privacy.