Cleo - Boise, ID

posted 5 months ago

Full-time - Entry Level
Remote - Boise, ID
1,001-5,000 employees
Paper Manufacturing

About the position

As an FP&A Analyst at Cleo, you will play a crucial role in supporting the financial planning and analysis functions of the company. Your primary responsibilities will include preparing weekly reports that focus on key financial metrics such as bookings and pipelines, which are essential for tracking the company's performance. You will also assist in the annual budgeting process and monthly forecasting for both revenue and expenses, utilizing Workday Adaptive Planning to ensure accuracy and efficiency in financial planning. In addition to these core responsibilities, you will serve as a finance business partner to department leaders, providing support in budgeting, forecasting, and various revenue, cost, and expense initiatives. Your analytical skills will be put to the test as you assist with monthly financial reporting and prepare quarterly presentations for the board, ensuring that all financial data is presented clearly and effectively. Your role will also involve performing ongoing and ad hoc reporting, analyses, and modeling to provide timely decision support that aligns with the company's goals. This position requires a proactive approach to problem-solving and a commitment to delivering high-quality financial insights that drive business outcomes.

Responsibilities

  • Prepare weekly reports focusing on bookings, pipelines, and other financial metrics.
  • Assist in annual budgeting and monthly forecast processes for revenue and expenses using Workday Adaptive Planning.
  • Serve as finance business partner supporting department leaders in budgeting, forecasting, revenue/cost/expense initiatives, and related analyses.
  • Assist with monthly financial reporting and quarterly board presentations.
  • Perform ongoing and ad hoc reporting, analyses, and modeling to provide timely decision support for achieving company goals.

Requirements

  • 2-3 years of relevant FP&A experience required.
  • Intermediate skills in Microsoft Excel-based data collection, cleansing, and modeling required.
  • Ability to learn quickly, break down complex concepts, and solve problems with a growth-oriented mindset.
  • Track record of integrity, self-motivation, and cross-functional collaboration required.
  • Good communication and presentation skills are required.

Nice-to-haves

  • Working experience in Workday Adaptive Planning, Salesforce, NetSuite, and Power BI are preferred.
  • MBA preferred; other advanced degrees, including CPA, CFA, and MS, are a plus.

Benefits

  • Competitive base salary + bonus
  • Great Healthcare + Dental + Vision
  • Flexible PTO
  • Culture of support, encouraging Life-Work balance
  • 401k match
  • FSA and HSA options
  • Employee Assistance Program
  • Paid Parental Leave
  • Accelerated title and salary growth potential
  • A fun and energetic work environment that makes you excited to go to work every day
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