Talent.com
Financial Planning and Analysis Manager
Financial Planning and Analysis ManagerWorkstream • Lehi, UT, United States
Financial Planning and Analysis Manager

Financial Planning and Analysis Manager

Workstream • Lehi, UT, United States
9 hours ago
Job type
  • Full-time
Job description

Workstream is a mission-driven company building the all-in-one HR, payroll, and hiring platform for managing the hourly workforce. There are 2.7 billion hourly workers, making up 80% of the global workforce, but this market has been heavily underserved by technology and deserves better. Workstream has been purpose-built for the hourly workforce from day one so that these businesses and their employees can thrive.

Our customers include leading brands from multiple sectors, including Burger King, Carl's Jr. / Hardee's, IHOP, KFC, and Culvers. We are a high growth series B company and quickly expanding our product portfolio to deliver on our vision. We are backed by legendary VCs and industry experts like Founders Fund, BOND, and Coatue.

Grow With Us

We are seeking an exceptional FP&A Manager to join our growing Finance team and help scale the company's financial planning, reporting, and systems infrastructure. This role will play a critical part in enabling financial visibility across the organization and supporting informed, data-driven decisions at every level.

The ideal candidate is a strategic thinker and proactive business partner who thrives in a fast-paced environment, is highly resourceful, and can wear multiple hats across finance, systems, and operations. You will collaborate closely with the Controller, Accounting, and cross-functional leaders to build scalable processes, improve financial transparency, and deliver actionable insights that drive operational and financial efficiency.

This position is hands-on yet strategic role for someone who enjoys solving complex problems, building structure out of ambiguity, and leveraging systems to streamline financial workflows.

This is a full-time hybrid position based in Lehi, Utah , with in-office days on Tuesday, Wednesday, and Thursday .

Day in the Life

Business Partnering & Financial Guidance

  • Serve as a trusted partner to department and functional leaders, helping them understand financial performance, manage budgets, and make data-driven decisions.
  • Deliver streamlined, consistent, and insightful actuals vs. budget reporting across all departments.
  • Educate and empower budget owners to manage spend, interpret reports, and optimize resource allocation.
  • Provide strategic guidance around budget efficiency, headcount planning, and investment prioritization.
  • Build frameworks that foster accountability and financial ownership across the organization.

Systems & Process Enablement

  • Partner with the Controller and Accounting teams to strengthen the company's financial systems infrastructure , ensuring data integrity and scalability.
  • Map and optimize data flows between key systems - including HRIS, Payroll, Spend Management (Airbase), Payments / PO systems, ERP, EPM (Mosaic), and CRM / Sales tools - to enable seamless financial reporting.
  • Help evaluate and design the next-generation finance systems stack that supports accurate, timely, and transparent reporting.
  • Identify and implement process improvements and automation opportunities to enhance efficiency and scalability within FP&A and accounting workflows.
  • Reporting, Forecasting & Insights

  • Lead the creation and distribution of monthly and quarterly management reports , providing key metrics, financial performance analyses, and actionable insights for leadership and the Board.
  • Design and deliver dashboards that highlight metrics critical to decision-making, including revenue trends, margins, CAC, LTV, and other operational KPIs.
  • Partner with business leaders to build financial and operational models that evaluate growth opportunities, pricing scenarios, and investment returns.
  • Work with RevOps and SalesOps to streamline sales commission structures, model pricing, and improve visibility into revenue performance by channel.
  • Strategic & Cross-Functional Projects

  • Collaborate cross-functionally to design and implement new processes that enhance financial visibility and discipline.
  • Translate complex financial and operational data into clear narratives and visuals for executive and Board reporting.
  • Support ad hoc strategic analyses and scenario modeling to inform key company decisions.
  • Champion a culture of transparency, accountability, and continuous improvement across the Finance function.
  • Who You Are

  • 5+ years of FP&A or Finance experience , ideally in a SaaS or high-growth environment .
  • Strong understanding of financial planning, forecasting, and reporting processes .
  • Proven track record of business partnering with department leaders to drive accountability and strategic decision-making.
  • Demonstrated systems acumen - ability to understand how HRIS, payroll, ERP, EPM, spend management, and CRM tools integrate to support reporting and insights
  • Familiarity with SaaS financial metrics (ARR, NRR, GRR, LTV : CAC, payback).
  • Hands-on experience building dashboards and reporting packages for leadership and Board audiences.
  • Advanced Excel / Google Sheets and financial modeling skills; able to translate data into actionable recommendations.
  • Excellent communication and presentation skills , capable of simplifying complex financial concepts for non-finance audiences.
  • Strong project management skills with the ability to execute and deliver results independently.
  • Nice To Have

  • Experience designing or implementing financial systems integrations or migrations (EPM, ERP, Spend Management, HRIS, etc.)
  • Comfortable working cross-functionally with Sales, Operations, and Product teams on pricing and revenue initiatives.
  • A proactive problem-solver with a continuous improvement mindset who leverages technology to drive efficiency and insight.
  • Why You'll Love Working Here

  • A mission-driven company dedicated to empowering deskless workers and local businesses.
  • Opportunity to shape the controllership function at a fast-growing Series B SaaS company.
  • Hybrid schedule with meaningful autonomy and flexibility.
  • Competitive compensation and benefits including equity, health coverage, and 401(k).
  • What We Offer

  • A mission-driven and value-based company dedicated to empowering deskless workers and local businesses
  • An early employee opportunity at a Series B hyper-growth startup with over $120M in funding
  • Work directly with the founding team and industry veterans to accelerate your career
  • Competitive salary and equity
  • Comprehensive health coverage : medical, dental, and vision. We pay 95% of premiums for employees and 85% for dependents
  • In-office amenities and stocked kitchen
  • 401(k) Plan
  • Pre-tax commuter benefits
  • Learning and development stipend
  • Unlimited PTO
  • Salary Range

    In compliance with the California Pay Transparency Law, the salary range for this role is between $120,000 to $135,000 in Utah. This range is not inclusive of our discretionary bonus or equity package. When determining a candidate's compensation, we consider a number of factors including skillset, experience, job scope, and current market data.

    Know More About Workstream

    Additional Information

    Workstream provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

    We are committed to the full inclusion of all qualified individuals.

    Create a job alert for this search

    Manager Financial Planning • Lehi, UT, United States

    Related jobs
    Moms 21–36 : Become a Surrogate with Ivy Surrogacy & Bless a Family

    Moms 21–36 : Become a Surrogate with Ivy Surrogacy & Bless a Family

    Ivy Surrogacy • Eureka, UT, US
    Full-time +1
    Becoming a surrogate mother is one of the greatest gifts of life!.Ivy Surrogacy is a third-party reproductive agency for parents all over the world seeking. At Ivy Surrogacy, we genuinely believe we...Show more
    Last updated: 10 days ago • Promoted
    FP&A Analyst | Financial Analyst

    FP&A Analyst | Financial Analyst

    Macpower Digital Assets Edge • Draper, UT, United States
    Full-time
    We are seeking a collaborative and analytical professional to join our Financial Planning & Analysis (FP&A) team.In this role, you will provide financial support and strategic insights to our go-to...Show more
    Last updated: 20 days ago • Promoted
    Budget and Planning Analyst

    Budget and Planning Analyst

    University of Utah • Salt Lake City, UT, United States
    Full-time +1
    HCI Clinical Trials Operations.Priority Review Date (Note - Posting may close at any time).Assists in the preparation of operating budgets. Develops, analyzes, and presents timely and accurate data ...Show more
    Last updated: 28 days ago • Promoted
    Surrogates Start at $55K$75K+ with $1,200 Bonus + $11K Pre-Pregnancy Payout

    Surrogates Start at $55K$75K+ with $1,200 Bonus + $11K Pre-Pregnancy Payout

    Physician's Surrogacy • Saratoga Springs, UT, US
    Full-time +2
    Earn up to $75,000 as a stay-at-home mom or as a second job.Sign up today and earn $1,200 bonus.What qualities make you a great Surrogate?. Experienced no complications during your own pregnancy.Hea...Show more
    Last updated: 18 days ago • Promoted
    Corporate Financial Planning & Analysis SOX Program Manager

    Corporate Financial Planning & Analysis SOX Program Manager

    Guaranty Bank & Trust • Salt Lake City, UT, United States
    Full-time +1
    The Financial Planning & Analysis (FP&A) SOX Program Manager is a corporate resource responsible primarily for overseeing the management of Glacier Bancorp's Sarbanes-Oxley (SOX) compliance program...Show more
    Last updated: 10 hours ago • Promoted • New!
    Surrogates Needed! Must have had successful pregnancy

    Surrogates Needed! Must have had successful pregnancy

    Pinnacle Fertility • Lehi, UT, US
    Full-time +1
    Become A Surrogate! Earn $65k-$100k.Women 21-29 with Prior Pregnancy Experience Only.Become a surrogate and feel the immense joy of helping create families while earning $65-$100k.Whether you're a ...Show more
    Last updated: 20 days ago • Promoted
    OCM Analyst

    OCM Analyst

    Unisys Corporation • Salt Lake City, UT, United States
    Full-time
    What success looks like in this role : .The OCM Analyst supports organizational change initiatives across transitions, transformations, and projects. Embedded within the Unisys Organizational Change M...Show more
    Last updated: 30+ days ago • Promoted
    Sr. Financial Analyst

    Sr. Financial Analyst

    Albany International • Salt Lake City, UT, United States
    Full-time
    Albany Engineered Composites (AEC) designs, develops, and manufactures advanced composite components in order to help our customers push the frontiers of innovation. Our core strength is our ability...Show more
    Last updated: 11 days ago • Promoted
    Financial Analyst

    Financial Analyst

    Biomerics • Salt Lake City, UT, United States
    Full-time
    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 the design, deve...Show more
    Last updated: 16 days ago • Promoted
    Senior Manager, Revenue Accounting

    Senior Manager, Revenue Accounting

    Relativity • Salt Lake City, UT, United States
    Full-time
    Relativity is looking for a Senior Manager, Revenue Accounting to manage and support revenue accounting functions including revenue recognition, contract review, revenue-related processes and contr...Show more
    Last updated: 30+ days ago • Promoted
    Corporate Financial Planning & Analysis SOX Program Manager

    Corporate Financial Planning & Analysis SOX Program Manager

    Glacier Bancorp • Salt Lake City, UT, United States
    Full-time +1
    The Financial Planning & Analysis (FP&A) SOX Program Manager is a corporate resource responsible primarily for overseeing the management of Glacier Bancorp's Sarbanes-Oxley (SOX) compliance program...Show more
    Last updated: 9 hours ago • Promoted • New!
    FP&A Manager (Commercial)

    FP&A Manager (Commercial)

    Myriad Genetics • Salt Lake City, UT, United States
    Full-time
    This is a US based remote position.The FP&A Manager (Commercial) provides analysis and support for budgeting and forecasting needs while overseeing the growth and capabilities of the FP&A team.Act ...Show more
    Last updated: 12 hours ago • Promoted • New!
    Director, Actuarial Services - Medicare Pricing

    Director, Actuarial Services - Medicare Pricing

    Blue Cross and Blue Shield of North Carolina • Salt Lake City, UT, United States
    Full-time
    Join our team as Director, Actuarial Services - Medicare Pricing and lead our Medicare pricing function for all Blue Cross NC Medicare products. You will develop and ensure application of actuarial ...Show more
    Last updated: 23 days ago • Promoted
    Construction Project Manager

    Construction Project Manager

    Bonfire Collective • Lehi, UT, US
    Full-time
    Bonfire Collective is redefining luxury residential development by creating elevated communities that inspire connection, adventure, and holistic well-being. We craft exceptional homes in breathtaki...Show more
    Last updated: 30+ days ago • Promoted
    Strategic Workforce Planning Manager

    Strategic Workforce Planning Manager

    Western Governors University • Salt Lake City, UT, United States
    Full-time +1
    If you're passionate about building a better future for individuals, communities, and our country-and you're committed to working hard to play your part in building that future-consider WGU as the ...Show more
    Last updated: 30+ days ago • Promoted
    Financial Planning & Analysis Analyst

    Financial Planning & Analysis Analyst

    Sizzling Platter • Salt Lake City, UT, United States
    Full-time
    Financial Planning & Analysis (FP&A) Analyst.Sizzling Platter is a franchise growth platform that operates more than 800 restaurants across the United States and Mexico. Founded in 1963, we have bui...Show more
    Last updated: 12 days ago • Promoted
    Financial Systems Implementation Manager

    Financial Systems Implementation Manager

    Veterans Staffing • Salt Lake City, UT, US
    Temporary
    Financial Systems Implementation Manager.We are looking for an experienced Financial Systems Implementation Manager to oversee the deployment of SAP S / 4HANA for a client in Salt Lake City, Utah.Thi...Show more
    Last updated: 1 hour ago • Promoted • New!
    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Data Annotation • Lehi, Utah
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 30+ days ago • Promoted