Financial Planning and Analysis Manager

Grow With Us

We are seeking an exceptional FP&A Manager to join our growing Finance team and help scale the company’s financial planning, reporting, and systems infrastructure. This role will play a critical part in enabling financial visibility across the organization and supporting informed, data-driven decisions at every level.

The ideal candidate is a strategic thinker and proactive business partner who thrives in a fast-paced environment, is highly resourceful, and can wear multiple hats across finance, systems, and operations. You will collaborate closely with the Controller, Accounting, and cross-functional leaders to build scalable processes, improve financial transparency, and deliver actionable insights that drive operational and financial efficiency.

This position is  hands-on yet strategic role for someone who enjoys solving complex problems, building structure out of ambiguity, and leveraging systems to streamline financial workflows.

This is a full-time hybrid position based in Lehi, Utah, with in-office days on Tuesday, Wednesday, and Thursday.

Day in the Life

Business Partnering & Financial Guidance

• Serve as a trusted partner to department and functional leaders, helping them understand financial performance, manage budgets, and make data-driven decisions.
• Deliver streamlined, consistent, and insightful actuals vs. budget reporting across all departments.
• Educate and empower budget owners to manage spend, interpret reports, and optimize resource allocation.
• Provide strategic guidance around budget efficiency, headcount planning, and investment prioritization.
• Build frameworks that foster accountability and financial ownership across the organization.

Systems & Process Enablement

• Partner with the Controller and Accounting teams to strengthen the company’s financial systems infrastructure, ensuring data integrity and scalability.
• Map and optimize data flows between key systems — including HRIS, Payroll, Spend Management (Airbase), Payments/PO systems, ERP, EPM (Mosaic), and CRM/Sales tools — to enable seamless financial reporting.
• Help evaluate and design the next-generation finance systems stack that supports accurate, timely, and transparent reporting.
• Identify and implement process improvements and automation opportunities to enhance efficiency and scalability within FP&A and accounting workflows.

Reporting, Forecasting & Insights

• Lead the creation and distribution of monthly and quarterly management reports, providing key metrics, financial performance analyses, and actionable insights for leadership and the Board.
• Design and deliver dashboards that highlight metrics critical to decision-making, including revenue trends, margins, CAC, LTV, and other operational KPIs.
• Partner with business leaders to build financial and operational models that evaluate growth opportunities, pricing scenarios, and investment returns.
• Work with RevOps and SalesOps to streamline sales commission structures, model pricing, and improve visibility into revenue performance by channel.

Strategic & Cross-Functional Projects

• Collaborate cross-functionally to design and implement new processes that enhance financial visibility and discipline.
• Translate complex financial and operational data into clear narratives and visuals for executive and Board reporting.
• Support ad hoc strategic analyses and scenario modeling to inform key company decisions.
• Champion a culture of transparency, accountability, and continuous improvement across the Finance function.

Who You Are

• 5+ years of FP&A or Finance experience, ideally in a SaaS or high-growth environment.
• Strong understanding of financial planning, forecasting, and reporting processes.
• Proven track record of business partnering with department leaders to drive accountability and strategic decision-making.
• Demonstrated systems acumen — ability to understand how HRIS, payroll, ERP, EPM, spend management, and CRM tools integrate to support reporting and insights
• Familiarity with SaaS financial metrics (ARR, NRR, GRR, LTV:CAC, payback).
• Hands-on experience building dashboards and reporting packages for leadership and Board audiences.
• Advanced Excel/Google Sheets and financial modeling skills; able to translate data into actionable recommendations.
• Excellent communication and presentation skills, capable of simplifying complex financial concepts for non-finance audiences.
• Strong project management skills with the ability to execute and deliver results independently.

Nice To Have

• Experience designing or implementing financial systems integrations or migrations (EPM, ERP, Spend Management, HRIS, etc.)
• Comfortable working cross-functionally with Sales, Operations, and Product teams on pricing and revenue initiatives.
• A proactive problem-solver with a continuous improvement mindset who leverages technology to drive efficiency and insight.

Why You’ll Love Working Here

• A mission-driven company dedicated to empowering deskless workers and local businesses.
• Opportunity to shape the controllership function at a fast-growing Series B SaaS company.
• Hybrid schedule with meaningful autonomy and flexibility.
• Competitive compensation and benefits including equity, health coverage, and 401(k).

What We Offer

• A mission-driven and value-based company dedicated to empowering deskless workers and local businesses
• An early employee opportunity at a Series B hyper-growth startup with over $120M in funding
• Work directly with the founding team and industry veterans to accelerate your career
• Competitive salary and equity
• Comprehensive health coverage: medical, dental, and vision. We pay 95% of premiums for employees and 85% for dependents
• In-office amenities and stocked kitchen
• 401(k) Plan
• Pre-tax commuter benefits
• Learning and development stipend
• Unlimited PTO

Salary Range

In compliance with the California Pay Transparency Law, the salary range for this role is between $120,000 to $135,000 in Utah. This range is not inclusive of our discretionary bonus or equity package. When determining a candidate’s compensation, we consider a number of factors including skillset, experience, job scope, and current market data.