Senior Financial Planning & Analysis Analyst

West Virginia StaffingCharleston, WV, US

5 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 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.

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
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 franklincoveybenefits.com for details.

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.

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Financial Planning Analyst • Charleston, WV, US