Financial Analyst

Posted 5 Days Ago
Utah
Junior
HR Tech
We make game-changing HR software that sets people free to do great work!
The Role
The Financial Analyst will provide insights and analysis in the FP&A department, partnering with marketing and business leaders to drive strategic decisions. Responsibilities include financial modeling, scenario analysis, managing budgets, and utilizing data visualization tools to present financial insights.
Summary Generated by Built In

Please Note: This is a Utah-based hybrid position which will require some regular in-office days each week. Additionally, employment with BambooHR is contingent on passing both a background and credit check. 

Essential Job Duties

As a Financial Analyst in our FP&A department, you will play a vital role in providing the insights and analysis that drive strategic decisions across BambooHR. Leveraging your finance and marketing expertise, you’ll partner with cross-functional leaders to connect financial insights to marketing strategy, ensuring our initiatives are both impactful and efficient.

This role offers the opportunity to blend analytical skills with marketing acumen, making you a key player in shaping the company’s growth strategy. Whether it's supporting campaign planning, optimizing marketing spend, or providing data-driven recommendations, your work will have a direct impact on our success at BambooHR. 

 You will:

  • Partner with marketing and business leaders to deliver in-depth financial analysis and actionable insights, improving processes and maximizing ROI.
  • Help manage our Marketing software tools (Uptempo)
  • Build financial models, run scenario analysis, and provide data analytics to identify areas of risk and opportunity.
  • Manage programmatic spend and budgets.
  • Assist with marketing expenditure planning and monthly forecasts, ensuring accuracy, timeliness, and alignment with company objectives.
  • Meet with stakeholders to scope future projects and manage expectations on timelines 
  • Leverage data to tell a story and present it through data visualizations in compelling dashboards and reports to aid in decision making.

What You Need to Get the Job Done

  • Finance Experience: You have 2+ years of experience in prior strategic FP&A roles (doing things like headcount forecasting, budgeting, financial modeling, financial reporting, data analytics, etc.)
  • Excel Skills: You can often be found building things in Excel and calling it fun!
  • Tech: Experience with Uptempo or similar budgeting software.
  • Business Acumen: A solid grasp of general business operations, with a particular focus on marketing's role in driving growth.
  • Executive Presence: You bring confidence, understanding, and empathy to cross-functional partnerships and are comfortable working directly with leadership teams.
  • Proactivity: You’re a self-starter who takes initiative and strives for continuous improvement. Rather than waiting to be asked, you find what needs to be done and build solutions!

What Will Make Us REALLY Love You

  • While past Analyst experience is needed, having Analyst experience in the SaaS industry specifically is a big bonus.
  • Past experience working with our tech stack is highly preferred: Tableau, Uptempo, Workday Adaptive Planning, Snowflake, Salesforce, and Coupa.
  • You enjoy creating structure in fast-paced, and quickly changing environments.
  • You’re a strategic thinker who is able to connect to the big picture while working in the sometimes ambiguous details.
  • You have a degree in finance or a related field.
  • You are located in Utah and excited about coming into our Draper, UT office 1+ days a week for some collaborative meetings.

What You’ll Love About Us

  • Great Company Culture. We’ve been recognized by multiple organizations like Inc, Salt Lake Tribune, Glassdoor, & Comparably for our great workplace culture
  • Make an Impact. We care about your individuality by giving you freedom to grow and create within the company, regardless of your position
  • Rest and Relaxation. 4 weeks paid time off, 11 paid holidays, and we pay you to go on vacation (ask us about this)!
  • Health Benefits. Medical with HSA and FSA options, dental, and vision
  • Prepare for the Future. 401(k) with a generous company match, access to a personal financial planner, and both legal and life insurance
  • Financial Peace University. We pay for a one year subscription and you walk away with financial savvy and a bonus
  • Give back. Get paid to give your time to the community: ask us about this!
  • Educational Benefits. Whether you are a previous student, or currently enrolled in higher education, we can help cover some of those expenses
  • Flexible Work Models. In-office, work-from-home, or hybrid, depending on position and location

About Us

Our mission is simple: we want to set people free to do meaningful work. People love our software—and it turns out that people love working here too. We've been recognized as a "Best Company to Work For” and we're proud of our team for creating software that makes an impact in the lives of HR pros and employees all over the world.

BambooHR is committed to the full inclusion of all qualified individuals and will ensure that persons with disabilities are provided reasonable accommodations throughout the hiring process.  If you would like to request accommodations, please let your recruiter know.

BambooHR is An Equal Opportunity Employer--M/F/D/V
Because our team members are trusted to handle sensitive information, we require all candidates that receive and accept employment offers to complete a background check before being hired.

For information on California Privacy Policy, click here.

Top Skills

Excel
The Company
HQ: Draper, Utah
1,500 Employees
Hybrid Workplace
Year Founded: 2008

What We Do

Serving more than 34,000 customers and 3 million employees, BambooHR is the leading software provider powering the strategic evolution of HR in small and medium businesses.

BambooHR's cloud-based system is an intuitive, affordable way for growing companies to manage essential employee information in a personalized Human Resources Information System (HRIS). Its software sets HR free to do great work and be more strategic, which helps the entire organization do the same. BambooHR's clients include innovators like SoundCloud, Foursquare, Freshbooks, Stance, Reddit, Magnolia Homes, and others in more than 100 countries and 8 languages worldwide. If you're passionate about doing meaningful work with friendly, talented people, check out the career opportunities at bamboo.com/careers, and apply to join us.

Why Work With Us

We're a product-driven company with an award-winning culture where we all lead, learn, and help each other grow, so we can be better and create more impactful products.

We don’t like to brag, but we really do have some of the brightest minds around! Yet, we remain humble, eager to learn, and focused on making HR easier for our customers.

Gallery

Gallery

Similar Jobs

Fluidra North America Logo Fluidra North America

Sr. Ops Financial Analyst

Hardware • Internet of Things • Retail • Robotics • Software
Salt Lake City, UT, USA
7000 Employees
Cottonwood Heights, UT, USA
289 Employees
American Fork, UT, USA
1060 Employees

KLAS Research Logo KLAS Research

Financial Analyst

Information Technology • Consulting
Pleasant Grove, UT, USA
340 Employees
65K Annually

Similar Companies Hiring

Apploi Thumbnail
Software • HR Tech • Healthtech
New York, NY
126 Employees
Addition Wealth Thumbnail
HR Tech • Fintech • Financial Services
New York, NY
Personio Thumbnail
Software • HR Tech
Munich, DE
1800 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account