Senior Financial Planning & Analysis Analyst

FranklinCovey; Draper (UT); Hybrid; USD 105,000 - 136,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

HSA

Employee stock purchasing program

401(k)

Paid time off

Holiday pay

Job summary

FranklinCovey in Draper, UT is seeking a Senior FP&A Analyst to support enterprise planning, budgeting, forecasting, reporting and analysis across the organization. This role helps evolve the company’s EPM environment (Workday Adaptive Planning) and ensures data integrity across finance and operations.

The ideal candidate brings 5+ years in financial analysis, strong GAAP knowledge, and proven ability to build and explain complex models and dashboards for executives.

Qualifications

• BA/BS degree in Finance and/or Accounting.
• 5+ years of experience in financial analysis.
• Experience in FP&A functions and financial modeling.
• GAAP accounting principles knowledge.
• Strong Excel and PowerPoint proficiency.

Responsibilities

• Budgeting and forecasting across departments; update monthly forecasts.
• Prepare monthly/quarterly/annual reporting packages with variance analyses.
• Develop and maintain financial models; run scenario analyses.
• Support ad-hoc financial analyses and profitability assessments.
• Drive process improvements to enhance forecasting accuracy and reporting quality.

Skills

Financial analysis

Financial modeling

Forecasting

Communication with leadership

GAAP knowledge

Education

BA/BS in Finance or Accounting

Tools

Adaptive Planning

EPM integrations

Salesforce

Microsoft Dynamics AX

Domo

Excel

PowerPoint

Job description

We give strategy the human edge™.

FranklinCovey ( NYSE: FC ) is the world’s most trusted leadership and organizational performance partner that gives strategy the human edge. We help organizations achieve the breakthrough results that matter most. Using proven, principle-centered frameworks and practices, we build high-trust leaders, teams and cultures and help clients translate strategy into consistent execution. For more than 40 years, we have tested this approach with thousands of clients from Fortune 100 companies to educational and government institutions, providing professional services across 160 countries.

To learn more, visit franklincovey.com.

Title: Senior Financial Planning & Analysis (FP&A) Analyst

Global Title: Sr Financial Planning & Analysis Analyst

Division & Department: Enterprise Finance

Status: Full-Time Exempt

Reports to: VP, Financial Planning & Analysis (FP&A)

Location: Hybrid - Draper, UT (Anticipating 3+ days in office/week)

Compensation: Anticipated compensation for this position is a base salary of $105-136k*

Date Posted: 10/21/2026**

Job Summary

The Senior Financial Planning & Analysis (FP&A) Analyst is a key member of the FP&A team, reporting to the VP, FP&A. This role supports enterprise-wide financial planning, budgeting, forecasting, reporting and analysis. In addition, this role plays an important part in supporting and evolving the company’s implementation of an Enterprise Performance Management (EPM) environment (Workday Adaptive Planning) . The Senior FP&A Analyst is expected to understand end-to-end data flows across financial and operational systems, support EPM integrations and reporting, and leverage automation and AI-enabled tools to enhance analytical efficiency, forecasting accuracy, and decision-making.

The ideal candidate brings strong financial modeling and analytical skills, a solid understanding of finance and accounting principles, excellent communication skills to partner effectively with business leaders across the organization on budgeting and forecasting, and a demonstrated ability to operate effectively in a data-integrated, high-performance business environment.

Essential Job Functions

Budgeting and Forecasting

• Partner with business leaders across the organization to build, manage, and update departmental budgets and forecasts on a monthly basis. This role will directly support Corporate G&A functions (CEO, Finance, Legal, IT).

• Assist in the development and consolidation of annual budgets (Gross/Net Revenue, COS, SG&A, and EBITDA), ensuring alignment with strategic goals.

• Drive monthly and quarterly forecasts, highlighting key risks, opportunities, and changes in underlying assumptions.

• Monitor budget-to-actual performance and update forecasts on a monthly basis.

Financial Analysis and Reporting

• Prepare monthly, quarterly, and annual financial reporting packages for senior management, including actuals vs. budget/forecast, variance analysis, and forecast updates.

• Provide clear explanations for variances, and recommend corrective actions where appropriate.

• Identify and analyze key financial and operational drivers impacting performance, including revenue, sales productivity, and incentive compensation metrics.

• Develop and maintain reports, dashboards, and presentations to communicate financial and sales performance trends (KPIs) across Excel, EPM platforms, and related reporting tools.

• Ability to tell the story and translate data/analysis into slides/presentations for executive and Board audiences

Financial Modeling

• Develop, maintain, and enhance financial models to support business planning, strategic initiatives, and performance improvement.

• Perform scenario and sensitivity analyses to support management decision-making.

• Translate model outputs into clear, actionable insights for business partners and executive leadership.

Ad-Hoc Analysis and Special Projects

• Support ad-hoc financial, including cost optimization initiatives and profitability assessments.

Continuous Improvement

• Maintain, identify and implement process improvements to enhance forecasting accuracy and reporting quality.

• Assist in automation and streamlining financial reporting and FP&A team processes.

Basic Qualifications

• BA/BS degree in Finance and/or Accounting

• 5+ years of experience in financial analysis

Preferred Skills & Experience

• 3+ years of experience in an FP&A function

• Experience with Adaptive Planning and EPM integrations, including the buildout of EPM reports and dashboards

• Strong financial acumen and accounting knowledge

• Strong background with quantitative data analysis, with experience building and maintaining financial models

• Advanced proficiency in Excel, PowerPoint

• Strong analytical and problem-solving skills, with the ability to interpret complex data and provide actionable insights

• Clear and concise written and verbal communication skills, with the ability to present complex information effectively, including presentation skills

• Strong interpersonal skills and the ability to work effectively with cross-functional teams

• Exceptional attention to detail and commitment to producing high-quality, accurate work

• High sense of urgency, strong organizational skills, and the ability to manage multiple priorities under tight deadlines.

• Solid understanding of GAAP accounting principles

• Proficiency with CRM tools (Salesforce preferred)

• Experience with ERP systems (Microsoft Dynamics AX preferred)

• Experience using data visualization tools (Domo preferred)

• Experience working in a subscription-based or SaaS business environment

Benefits include medical, dental, and vision insurance, HSA, employee stock purchasing program, 401(k), paid time off, holiday pay, and more. Please visit https://franklincoveybenefits.com/ for details.

*Actual offer may be outside of this range and will be determined by education, experience, knowledge, skills, and abilities, as well as geographic location, internal equity and alignment with market data.

**Unless otherwise noted, applications will be accepted for a minimum of three (3) days from the initial published date on the FranklinCovey job board, but the posting may close at any time after the specified duration.

Employer Information

For an overview of our Interview Process, please visit https://www.franklincovey.com/about/careers/working-at-franklincovey/.

FranklinCovey is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Please visit https://www.franklincovey.com/careers/notices-and-provisions/ for our full Equal Employment Opportunity policies and Nondiscrimination Provision.

Direct Reasonable Accommodation requests to [e-mail].

For our Privacy Policy, please visit https://www.franklincovey.com/privacy.