Senior Financial Planning & Analysis Analyst

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.

Title : Senior Financial Planning & Analysis (FP&A) Analyst

Payroll Title : Sr Financial Planning & Analysis Analyst

Division & Department : Enterprise Finance

Status : Full-Time Exempt

Reports to : Director, Financial Planning & Analysis (FP&A), Enterprise

Location : Remote Anywhere in the contiguous United States

Compensation : Anticipated compensation for this position is a base salary of $105-130k plus an 8% incentive target tied to Enterprise financial targets.

Job Summary

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

Preferred Skills & Experience

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.