“We enable greatness in people and organizations everywhere.”
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.
To learn more, visit franklincovey.com.
Title: Principal Finance & Accounting Analyst
Division & Department: Education
Status: Full-Time Exempt
Reports to: Director of Finance, Education
Location: Hybrid – Greater Salt Lake City, UT area
Job Summary
The Principal Finance & Accounting Analyst at FranklinCovey plays a crucial role in various financial and accounting functions within our Education Division. You will be responsible for multiple aspects of financial management, including budgeting, analyzing financial data, preparing reports, conducting financial modeling, and forecasting. This is a critical role that requires exceptional financial acumen with success in implementing process improvements for complex processes. You will have an excellent opportunity to collaborate with other senior leaders to drive business growth and contribute to the financial success of the division.
Essential Job Functions
- Develop and implement financial planning strategies, including annual budgets, forecasts, and long-term financial plans.
- Accounting Functions – Assist with month-end accounting close (journal entries, monthly accruals, account reconciliations, audits, etc.) for various business units.
- Monthly Reporting Package – Prepare variance analysis of operational results (actual versus prior year and plan) and identify issues and opportunities to improve profitability.
- Budgeting and Forecasting – Assist with preparation and submission of annual budget and weekly forecast.
- Financial Modeling – Prepare and analyze financial reports and dashboards with key metrics and performance indicators for sales team and sales leaders.
- Expense Review – Review and approve employee expenses ensuring adherence to company policy.
- Compensation – Prepare incentive and commission calculations, and monthly accruals related to incentives.
- Assist with mentoring a team of finance professionals, providing guidance, support, and fostering a culture of continuous learning and development.
- Project Support and Ad Hoc Requests – Perform additional financial analysis for special or ad-hoc projects as needed.
Basic Qualifications
- Bachelor’s or advanced degree in Finance, Accounting, Economics, or related field.
- 5+ years of experience in finance and/or public accounting.
- 3+ years of experience in a leadership role.
Preferred Skills & Experience
- CPA certification.
- Masters Degree
- Strong knowledge/experience with information systems: creating macros, creating reports in Salesforce, and Demo.
- Exceptional understanding of accounting principles.
- Experience with analyzing and reconciling large financial data sets (big data) and providing recommendations to management.
- Strong knowledge of financial planning, budgeting, forecasting, and analysis.
- In-depth understanding of accounting principles, financial regulations, and compliance requirements.
- Excellent analytical and problem-solving skills, with the ability to translate complex financial data into actionable insights.
- Advanced proficiency in financial modeling and financial management software.
- Exceptional cross-team leadership and team management abilities.
- Strong communication and interpersonal skills, with the ability to effectively collaborate with stakeholders at all levels.
Desired Qualifications
- Other professional certifications such as CMA (Certified Management Accountant).
Compensation
Anticipated compensation for this position is $120-135k. Actual offer may be outside of this prediction and will be determined by education, experience, knowledge, skills, and abilities, as well as geographic location, internal equity and alignment with market data.
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Unless otherwise noted, applications will be accepted for a minimum of three (3) days from the initial published date on the FranklinCovey job board, but the posting may close at any time after the specified duration.
Employer Information
Please visit franklincoveybenefits.com for a complete US benefits overview. Benefits may include medical, dental, or vision insurance, HSA, PTO, 401(k), holiday pay, employee stock purchasing options, or other benefits. To determine status eligibility, visit https://franklincoveybenefits.com/enroll/.
For an overview of our Interview Process, please visit https://franklincovey.com/careers/working-at-franklincovey/.
FranklinCovey is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Please visit https://www.franklincovey.com/careers/notices-and-provisions/ for our full Equal Employment Opportunity policies and Notice and Pay Transparency Nondiscrimination Provision.
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What We Do
We transform organizations by building exceptional leaders, teams, and cultures that get results. When organizations partner with us, their people change behavior—both individually and collectively—in ways that have a dramatic impact.
Our content, based on timeless principles of human effectiveness, is designed to help people change both their mindsets and their behavior. It is combined with a team of experts, a dynamic behavior change platform, and key metrics that deliver exceptional results again and again
