Sr. Financial Analyst

  • Chatbooks
  • Remote (Lehi, UT, USA)
  • Jan 07, 2022
Full time Business Operations

Job Description

What you’ll be doing:

    • Work with the VP of Finance in preparing budgets, forecasts, month-end reporting and analysis, operational and management reporting and trend analysis
    • Guide the business case process to analyze new initiatives to support management decision-making process and strategic decisions
    • Build comprehensive models and highlight and understand major assumptions and their effects on the budget/forecast
    • Assist in preparation of monthly and quarterly reporting packages that include analysis of key business trends and actual versus plan variances
    • Run simulations on various “what-if” scenarios using insight and critical thinking to evaluate and recommend solutions
    • Work closely with the accounting team to ensure timely and accurate financial closes
    • Build financial models, run scenario analysis, and provide data analytics to identify areas of risk and opportunity
    • Leverage data to tell a story and present it through data visualizations in compelling dashboards and reports, to aid in decision making
    • Spearhead and manage continuous forecast and financial modeling optimization across functional departments to scale with company growth
    • Guide planning and resource management (headcount, investment and cost planning)


    • Bachelor’s degree in finance, accounting, economics or other related fields
    • Advanced Excel skills required
    • Proficiency in SQL strongly preferred
    • Ideally, you will have 2-3+ years experience in FP&A or other finance-related roles, preferably investment banking/consulting background
    • Excellent business acumen and ability to relay objectives and translate data to stakeholders within the organization
    • Strong interpersonal and presentation skills; ability to work cross functionally with multiple teams and communicate effectively
    • Employs effective time management skills and meets deadlines.
    • Manages multiple assignments simultaneously and has strong organizational skills.
    • Demonstrates a strong attention to detail.
    • Has knowledge of Generally Accepted Accounting Principles (GAAP) and its applications in accounting, budgeting, and finance.
    • Demonstrates initiative and resourcefulness as a self-starter.


    • Tableau (or related BI software experience)
    • 2-3+ years of SQL experience

Benefits & Perks You’ll Enjoy

    • 100% Coverage of medical, dental, and vision, group life and long-term disability insurance
    • Generous paid Parental Leave 
    • Paid Holidays & Unlimited PTO with a recommendation to take 1 week off every quarter
    • Two week Winter Break
    • Stock option grants
    • 401K Match
    • Office Located in the heart of Silicon Slopes with the option to work 100% remotely
    • Company sponsored WFH Setup