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Senior Financial Planning & Analysis Analyst

Senior Financial Planning & Analysis Analyst

NY StaffingTrenton, NJ, US
7 days ago
Job type
  • Full-time
Job description

Senior Financial Planning & Analysis (FP&A) Analyst

FranklinCovey (NYSE : FC) 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
  • 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
  • Clear and concise written and verbal communication skills
  • Strong interpersonal skills
  • Exceptional attention to detail
  • High sense of urgency
  • 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 franklincoveybenefits.com for details.

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    Financial Planning Analyst • Trenton, NJ, US