Senior FP&A Analyst

Russell Tobin; Utah; On-site; USD 70,000 - 90,000; Full time

Job summary

Russell Tobin is seeking a finance professional for a role based in Utah, focusing on financial reporting and analysis. Responsibilities include building and maintaining dashboards, performing ad hoc analyses, and partnering with stakeholders to drive insights. Ideal candidates should have 3-5 years of finance experience, particularly in high-growth environments, and be proficient with Adaptive Planning and Excel. This position offers a chance to make a significant impact in a growing organization.

Qualifications

• 3–5 years of FP&A or related finance experience.
• Hands-on experience with Adaptive Planning; NetSuite experience is a plus.
• Strong understanding of financial statements.

Responsibilities

• Support monthly, quarterly, and annual financial reporting.
• Build and maintain dashboards and financial models.
• Perform ad hoc analysis for strategic finance initiatives.

Skills

Financial reporting

Data analysis

Communication skills

Excel proficiency

Tools

Adaptive Planning

NetSuite

Job description

What You’ll Do

• Support monthly, quarterly, and annual financial reporting, forecasting, and budgeting processes
• Build, enhance, and maintain dashboards, financial models, and recurring reports (including board materials)
• Partner with Customer Experience and other business stakeholders to provide actionable financial insights
• Perform ad hoc analysis and support strategic finance initiatives
• Identify and implement process improvements, tools, and scalable reporting solutions
• Lead cross-functional projects from concept through execution
• Leverage AI and advanced data tools to enhance financial analysis while ensuring accuracy and integrity

Qaulifications

• 3–5 years of FP&A or related finance experience, ideally in a high-growth tech or healthcare environment
• Hands-on experience with Adaptive Planning (OfficeConnect required); NetSuite experience is a plus
• Strong understanding of financial statements and business drivers
• Advanced Excel skills and experience working with large datasets and financial models
• Ability to work independently and thrive in a fast-paced environment
• Strong communication skills with the ability to partner effectively with senior stakeholders

This is an excellent opportunity for a finance professional who enjoys building, improving processes, and making a direct impact in a growing organization.

If you’re interested or know someone who would be a great fit, feel free to apply or reach out directly.