Senior Financial Analyst

Back to jobs Senior Financial Analyst Lehi, Utah Apply At Podium, our mission is to arm every local business with a complete platform and outcome-driven AI employees that convert leads into real, paying customers. Every day, millions of workers use our AI lead conversion and communication platform to help them get more leads and make more money. Our work and focus on helping local businesses thrive has been recognized across the industry, including Forbes’ Next Billion Dollar Startups, Forbes’ Cloud 100, the Inc. 5000, and Fast Company’s World’s Most Innovative Companies. At Podium, we believe in fostering a culture that thrives on hiring and developing exceptional talent. Our operating principles serve as a compass, guiding daily behavior and decision-making, and ensure we hire people who will thrive at Podium. If you resonate with our operating principles and are energized by our mission, Podium will be a great place for you! As a senior financial analyst at Podium you will analyze and recommend strategic, data-driven decisions to the engineering and product leadership team. You will be a critical part of refining Podium’s growing business by providing financial insights to further drive top- and bottom-line, getting comprehensive exposure to the full Profit and Loss of Podium. If you are someone who is passionate about building a business, values efficiency and creative problem-solving using financial/quantitative metrics, and thrives in a fast-paced, open environment, then this is the right role for you! Responsibilities Assist with building and enhancing financial models used to budget/forecast financial results during monthly/quarterly/annual forecasting cycles Analyze and interpret engineering and product data to identify trends, insights, and areas of improvement. Present findings and recommendations to senior leadership and other departments. Collaborate with engineering and product teams to streamline processes and enhance productivity. Lead initiatives to optimize resource allocation and project timelines. Support the development of data-driven strategies for product development and engineering operations Manage ad hoc projects on an on-going basis and present to business partners. Project examples include: headcount and attrition planning and Budget variance analysis Requirements BA/BS degree in Finance, Economics or similar quantitative discipline 3 - 5 years of financial analysis experience with thorough understanding of financial statements and budget/forecasting cycles.  Strong analytical skills and experience with and knowledge of Excel, Salesforce, and reporting tools such as Sigma or Adaptive Insights.  Think like an owner. Take ownership and initiative within the tasks that have been assigned to you. Ability to work effectively and independently. Strong work ethic, high sense of urgency, and ability to deliver results in tight timeline Excellent and proactive communication style with the ability to build/foster relationships with business partners Basic SQL experience Benefits Open and transparent culture  Life insurance, long and short-term disability coverage Paid maternity and paternity leave Fertility Benefits Generous vacation time, plus three 4-day summer holiday weekends Excellent medical, dental, and vision benefits 401k Plan with competitive company matching Bi-annual swag drops with cool Podium gear and apparel  A stellar HQ (Utah) gym with local professional coaches and classes offered Onsite HQ (Utah) child care center, subsidized for employees Additional benefits for fully remote employees Podium is an equal opportunity employer. Podium provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, national origin, sexual orientation, gender identity or expression, age, disability, genetic information, marital status or veteran status Apply for this job * indicates a required field First Name * Last Name * Email * Phone * Resume/CV * Attach Attach Dropbox Google Drive Enter manually Enter manually Accepted file types: pdf, doc, docx, txt, rtf Do you have a Bachelor's degree in Finance, Economics or similar quantitative discipline? * Select... Do you have 3-5 years of financial analysis experience with thorough understanding of financial statements and budget/forecasting cycles? * Select... What is your level of proficiency with Excel? * Select... Do you have experience with Salesforce, and reporting tools such as Sigma or Adaptive Insights/ SQL? * Select... Are you available and willing to work on-site at our Lehi, Utah office? (M-F) * Select... LinkedIn Profile * How did you hear about Podium? * Select... If referred, by who? Do you now or will you in the future need sponsorship to work in the United States? * Select... Submit application