New

Financial Analyst

Utah | Hybrid

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 on BambooHR’s brand new Marketing FP&A team, you will provide the key insights and data that enable marketing leaders to make sound decisions. 

Together with our Manager of Marketing FP&A, you’ll have the unique opportunity to help define financial structures and processes for the marketing division. Your role as a Financial Analyst will involve a wide variety of daily activities, including helping with expenditure and headcount planning, building financial models, designing operational and financial reports and dashboards, tracking and monitoring KPIs, and performing rolling forecasts, trend analysis, and predictive analytics. 

Specifically, in your day-to-day work you will:

  • Effectively partner cross-functionally with marketing leadership and other teams to provide in-depth analysis and actionable insights to improve marketing ROI
  • Build financial models, run scenario analysis, and provide data analytics to identify areas of risk and opportunity for the marketing team
  • Assist in preparing marketing division monthly forecasts and running variance analysis
  • Review day-to-day marketing transactions (including streamlining and automating spend reconciliation processes) and assist accounting team with month-end close
  • 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 2-4+ years of experience in prior strategic FP&A roles (doing things like budgeting, forecasting, variance analysis, financial modeling, and financial reporting)
  • Finance Education: You have a 4-year degree in finance or a related field.
  • Excel Skills: You can often be found building things in Excel and calling it fun!
  • Business Acumen: You have a strong understanding of general business operations and the ability to model those areas, while inserting the data and intelligence to make them better.
  • Executive Presence: You bring confidence, understanding, and empathy to cross-functional partnerships and are comfortable working directly with leadership teams, including giving executive-level presentations.
  • 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 independently own the outcome.
  • Comfort with Ambiguity: You thrive in environments where the path forward is not always clear and are excited to help build new processes.
  • Location: You are located in Utah with the ability to work onsite from our Draper, Utah office weekly.

What Will Make Us REALLY Love You 

  • You have experience with automating financial processes, incorporating AI in new and innovative ways.
  • You are familiar with basic marketing concepts, including how the B2B marketing funnel works.
  • You have past experience working with our tech stack: Tableau, Workday Adaptive Planning, Databricks, Salesforce, and Coupa.
  • Bonus if you have experience with SQL or data warehousing!
  • SaaS industry experience is also a big bonus!

What You'll Love About Us

  • A Great Company Culture that has been recognized by multiple organizations like Inc, and Salt Lake Tribune
  • Comprehensive health, life, and disability insurance 
  • Generous leave policies that include 4 weeks of vacation, 12 company holidays, parental leave, and volunteer time off so you can enjoy quality of life
  • 401k plans with up to 6% company match
  • $2000 Paid-Paid Vacation bonus
  • EAP through Headspace
  • Check out all our benefits that benefit you 

 

 

About Us

At BambooHR, we're building something different: we're building a people intelligence platform that transforms HR and sets people free to do great work! We're a proven market leader driving innovation while building lasting success through thoughtful, sustainable growth. Here, you'll find a place that champions growth: both professional and personal, both individual and collective. 

We invest in potential, giving you the space to stretch your capabilities and turn good ideas into reality while providing the safety net of a supportive, values-driven culture. Our approach combines meaningful work with meaningful lives, offering competitive benefits, professional development, and the flexibility to thrive both in and outside the office. 

What sets us apart isn't just what we do, but how we do it: with openness, integrity, and a shared commitment to doing the right thing. Join us in creating HR software that makes work better for everyone, while we make work better for you.

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