Financial Analyst

Reposted 12 Days Ago
Easy Apply
Be an Early Applicant
Lehi, UT
In-Office
1-3 Annually
Junior
Software
The Role
The Financial Analyst will analyze financial data, assist with forecasting, partner with department heads, manage projects, and provide insights to aid decision-making.
Summary Generated by Built In

At Podium, we bring AI Employees to local businesses that turn every conversation into revenue. Trusted by 60,000+ businesses across Auto, Home Services, and Aesthetics, Podium captures and converts leads 24/7, driving both new business and repeat customers.

In under 24 months, we crossed $100M in AI Agent ARR, scaling 300% year-over-year. During this time, we’ve deployed 10,000 AI employees to empower real business outcomes for our customers. Podium is building what we believe will be the most impactful AI employee ecosystem for local business.

Podium has been recognized as the Best AI Implementation by Inc. Magazine, highlighted by OpenAI for building revenue-driving AI Agents, and awarded the #1 AI Agent for Business Operations by G2.

Our growth is fueled by hiring exceptional people, holding them to high standards, and creating opportunities for them to grow and make an impact. Our operating principles guide daily behavior and ensure we hire people who will thrive at Podium. If you're hungry for growth, aligned to our operating principles, and ready to get to work, you won't find a better place to learn and accelerate your career.

As a Financial Analyst at Podium you will analyze and recommend strategic, data-driven decisions to the senior leadership team. You will be a critical part of refining Podium’s  growing business by providing financial insights to further drive top- and bottom-line, getting comprehensive exposure to the full Profit and Loss of Podium. If you are someone who is passionate about building a business, values efficiency and creative problem-solving using financial/quantitative metrics, and thrives in a fast-paced, open environment, then this is the right role for you!

What you will be doing:

  • Assist with building and enhancing financial models used to budget/forecast financial results during monthly/quarterly/annual forecasting cycles
  • Assist with regular reporting of key metrics such as ARR and churn and ensure company reporting dashboards are updated and accurate
  • Partner with department heads to identify and analyze opportunities and risks to revenue and cost goals
  • Steward data-driven decision making in conjunction with varying stakeholders across the company (Sales, Product, Engineering, Business Development, HR, etc.) to optimize revenue and profit with the viewer experience in mind
  • Manage ad hoc projects on an on-going basis and present to business partners. Project examples include partnership deal valuation, Profit and Loss for investment cases, headcount planning, etc

What you should have:

  • BA/BS degree in Finance, Economics or similar quantitative discipline
  • 1-3 years of financial analysis experience with thorough understanding of financial statements and budget/forecasting cycles. 
  • Strong analytical skills and experience with and knowledge of Excel, Salesforce, and reporting tools such as Domo/Sigma. 
  • Think like an owner. Take ownership and initiative within the tasks that have been assigned to you. Ability to work effectively and independently.
  • Strong work ethic, high sense of urgency, and ability to deliver results in tight timeline
  • Excellent and proactive communication style with the ability to build/foster relationships with business partners
  • Basic SQL experience

    Why you’ll love working here: 
    • Podium is the best place to work to:
      • Join the leaders in AI agents
      • Unlock career-defining growth
      • Build with world-class talent
      • Make a real impact on local business

Top Skills

Domo
Excel
Salesforce
Sigma
SQL
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
Lehi, UT
1,100 Employees
Year Founded: 2014

What We Do

Podium is redefining the way customers interact with local businesses. Podium’s Interaction Management platform uses messaging to make it convenient to interact with your leads, customers, and teams along every customer touchpoint.

With Podium, you can message your leads and customers, get reviews and feedback, and communicate easily with your team, all in one easy-to-use inbox. It powers the conversations that matter most to your business, putting you miles ahead of the competition.

Similar Jobs

SoFi Logo SoFi

Financial Analyst

Fintech • Mobile • Software • Financial Services
Easy Apply
Hybrid
6 Locations
4500 Employees

THE TRUST Logo THE TRUST

Financial Analyst

AdTech • Angel or VC Firm • Artificial Intelligence • Automotive
Remote or Hybrid
United States
15 Employees
90K-190K Annually

PENTAGRAM Logo PENTAGRAM

Financial Analyst

3D Printing • AdTech • Aerospace
Remote or Hybrid
United States
11 Employees
90K-120K Annually

FRESHSWOOD Logo FRESHSWOOD

Financial Analyst

3D Printing • AdTech • Aerospace • Artificial Intelligence • Automotive • Beauty • Blockchain
Remote or Hybrid
United States
95 Employees
80K-190K Annually

Similar Companies Hiring

Scotch Thumbnail
Software • Retail • Payments • Fintech • eCommerce • Artificial Intelligence • Analytics
US
25 Employees
Milestone Systems Thumbnail
Software • Security • Other • Big Data Analytics • Artificial Intelligence • Analytics
Lake Oswego, OR
1500 Employees
Fairly Even Thumbnail
Software • Sales • Robotics • Other • Hospitality • Hardware
New York, NY

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account