Financial Analyst

Financial Analyst
Location: Salt Lake City, UT

Job Overview:

We are seeking a highly skilled Financial Analyst with a strong background in SaaS/ FinTech, accounting, and finance to join our dynamic team. The ideal candidate will have a proven track record of performing complex financial analyses, building robust financial projections, and providing critical insights to drive strategic decision-making. This role will focus on supporting key business initiatives in a fast-paced, results-driven environment.

We are a holding company and family office that is rapidly expanding our impact on several business and philanthropic fronts focused on investment in game-changing technologies. We are in downtown Salt Lake City and have built our organization on a culture of growth, transparency, and accountability. We strive to create the conditions for all employees to constantly improve, achieve goals and be their best selves. We encourage all our team members to grow with the company and to become part of our success story. We believe your success becomes our success!

We offer a work environment that is team-oriented, fast-paced, and fun. In your role, you will rub shoulders with founders and experienced leaders who have proven success. To maintain this culture, we seek out the best people to join our team and so we offer.

• Competitive compensation package
• Great medical insurance options (up to 100% of medical premium is paid)
• Bonus Pay
• Unlimited PTO
• Opportunities to grow and be promoted!

Key Responsibilities:

• Budgeting & Planning: Lead the annual budgeting process, including setting benchmarks and aligning forecasts with company goals. Partner with cross-functional teams to create rolling forecasts and refine financial plans.
• Financial Analysis & Forecasting: Analyze key financial metrics for a SaaS/ FinTech business model. Develop, maintain, and enhance financial models to provide accurate forecasting and scenario analysis.
• Reporting & Insights: Analyze and interpret financial statements (income statement, balance sheet, cash flow) to identify trends, risks, and opportunities. Prepare and present monthly, quarterly, and annual financial reports to senior leadership and stakeholders.
• Business Performance Monitoring: Monitor and evaluate financial and operational KPIs to assess company performance. Provide actionable insights and recommendations to drive profitability and operational efficiency.
• Collaborate with leadership to assess new revenue streams, market expansion opportunities, and cost optimization strategies.
• Process Improvement: Identify and implement enhancements to FP&A processes and tools to increase efficiency and accuracy. Support system implementations or upgrades (e.g., ERP, BI tools).

Qualifications:

Education & Experience:

• Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred).
• 6+ years of progressive experience in financial analysis, FP&A, or related roles, preferably within the SaaS or Fintech industry.

Technical Skills:

• Strong proficiency in financial modeling and advanced Excel skills.
• Experience with SaaS-specific metrics and KPIs.
• Working knowledge of accounting principles (GAAP) and financial statement analysis.
• Proficiency with FP&A tools (e.g., Adaptive Insights, Anaplan) and BI platforms (e.g., Tableau, Power BI).

Soft Skills:

• Exceptional analytical and problem-solving abilities with attention to detail.
• Strong communication and presentation skills, with the ability to convey complex financial information to non-financial stakeholders.
• Proven ability to manage multiple projects and deadlines in a fast-paced environment.
• Self-motivated with a strategic mindset and a collaborative approach.

Why Join Us?

• Be part of a high-growth company driving innovation across multiple industries.
• Work in a collaborative and supportive team environment.
• Competitive compensation package.
• Opportunities for career growth and professional development.