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, and the Leader in Me membership. Enterprise clients include Fortune 100 and Fortune 500 companies, 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.

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. 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
• Prepare monthly, quarterly, and annual financial reports for senior management, including actuals vs budget / forecast, variance analysis, and forecast changes month over month.
• Provide explanations for variances, including those related to sales compensation, and suggest actions to address discrepancies.
• Identify and analyze key drivers impacting financial performance, including sales performance and compensation metrics, to identify trends, variances, and opportunities for improvement.
• Develop and maintain reports, dashboards, and presentations to communicate financial and sales performance trends (KPI's) to key stakeholders and monitor performance.
• Sales & Sales Support Compensation Analysis and Administration
• Administer and analyze sales and sales support compensation plans, ensuring alignment with company objectives and driving sales performance.
• Manage the commission calculation process through CaptivateIQ, ensuring all monthly, quarterly, and annual payouts are accurate, timely, and compliant with policy.
• Collaborate with sales, finance, and Total Rewards leadership to review, adjust, and optimize commission plans based on performance data and market benchmarks.
• Provide insights and recommendations on sales incentive structures and evaluate their impact on overall financial performance.
• Maintain and continuously improve CaptivateIQ workflows, reporting, and integrations to increase accuracy, transparency, and scalability of the commission process.
• Financial Modeling
• Develop, maintain, and enhance financial models to support business planning, strategic initiatives, and enhance financial performance.
• Perform scenario and sensitivity analyses to support decision-making.
• Translate model outcomes into clear, actionable insights for business partners and executives.
• Ad-Hoc Analysis and Special Projects
• Support ad-hoc financial and sales compensation related analysis and projects, including cost-cutting initiatives and profitability assessments.
• Partner with sales leadership on strategic projects to drive sales performance and incentive alignment.
• Continuous Improvement
• Serve as project lead for design and implementation of cloud-based FP&A forecasting tool for the business.
• Maintain, identify and implement process improvements to enhance forecasting accuracy, compensation calculation accuracy, and reporting quality.
• Assist in automation and streamlining financial reporting and compensation processes.

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 franklincoveybenefits.com for details.