Financial Analyst

Canopy & Co. Limited - South Jordan, UT

Full-time - Mid Level

Hybrid - South Jordan, UT

Administrative and Support Services

About the position

As a Financial Analyst at Canopy, you will serve as a strategic partner to the payments and customer experience team, playing a crucial role in financial planning, analysis, and reporting. Your responsibilities will include building detailed financial models and supporting the financial reporting process to ensure accuracy and timeliness. This hybrid position is based in South Jordan, Utah, and emphasizes collaboration with various business units to drive financial insights and improvements.

Responsibilities

• Support the monthly, quarterly, and annual financial reporting process, ensuring accuracy, completeness, and timeliness of all financial statements.
• Support the annual budgeting and quarterly forecasting processes, partnering with business units to develop and validate financial plans.
• Partner with key business partners to better understand the business and explain budget versus actual results.
• Develop financial metrics and KPIs to monitor the performance of the company and provide regular reporting to the executive team.
• Identify and implement process improvements to enhance the efficiency and effectiveness of financial operations.
• Work directly with the Finance Managers, Business Intelligence, and Accounting to support key initiatives, provide visibility into the financials of the business, and make recommendations.
• Perform strategic ad-hoc analyses and research to turn data into more insightful information driving business decisions.

Requirements

• 2+ years of relevant experience (FP&A, investment banking, private equity, strategy, consulting, Big 4)
• Bachelor's degree in Finance, Accounting, or a related field
• Experience with financial modeling and framing decisions with data
• Strong proficiency in Excel, Google Sheets, and Google Slides
• Ability to communicate with all levels of the organization, and have the ability to distill detailed analysis into actionable insights and recommendations
• Entrepreneurial spirit, comfortable with ambiguity, and eager to drive improvement
• High attention to details with excellent organizational skills and ability to take charge, set objectives, and embrace and drive change
• Work cross-functionally and drive consensus among various stakeholders.

Benefits

• Flexible Paid Time Off - that you're actually encouraged to use plus 10 company holidays!
• Health Benefits - including Medical, Dental, and Vision and an HSA Match. Canopy covers Medical premiums at 100% for Employees only.
• 401(k) - we match 100% up to 3% of your contribution. Eligibility is immediate with 100% vesting.
• Mental Health - all employees have access to Impact Suite & to our Employee Assistance Program (EAP).
• Paid New Parent Leave & Birthing Parent Leave - so you're able to care for your little ones.
• Supplemental Benefits - including 100% company paid Basic Life & AD&D insurance and long & short-term disability coverage.
• Nectar - our peer-to-peer recognition program to help our employees recognize the amazing work being done by other Canopians!
• Company Events - including monthly company-wide meetings, summer parties, and more.
• ERG Committees - drive initiatives around education, community outreach, recruiting, and onboarding, fostering an inclusive workplace and diverse employee engagement.
• Fully-stocked kitchen - Keto? Vegan? Flexitarian? Mandalorian? We've got you covered.