Principal Finance & Accounting Analyst

$135,000 - $135,000/Yr

Franklincovey - Salt Lake City, UT

Full-time - Senior

Hybrid - Salt Lake City, UT

1,001-5,000 employees

About the position

The Principal Finance & Accounting Analyst at FranklinCovey plays a crucial role in the Education Division, focusing on financial management, budgeting, data analysis, and reporting. This position requires exceptional financial acumen and the ability to implement process improvements. The analyst will collaborate with senior leaders to drive business growth and contribute to the division's financial success.

Responsibilities

• Develop and implement financial planning strategies, including annual budgets, forecasts, and long-term financial plans.
• Assist with month-end accounting close (journal entries, monthly accruals, account reconciliations, audits, etc.) for various business units.
• Prepare variance analysis of operational results (actual versus prior year and plan) and identify issues and opportunities to improve profitability.
• Assist with preparation and submission of annual budget and weekly forecast.
• Prepare and analyze financial reports and dashboards with key metrics and performance indicators for sales team and sales leaders.
• Review and approve employee expenses ensuring adherence to company policy.
• Prepare incentive and commission calculations, and monthly accruals related to incentives.
• Assist with mentoring a team of finance professionals, providing guidance, support, and fostering a culture of continuous learning and development.
• Perform additional financial analysis for special or ad-hoc projects as needed.

Requirements

• Bachelor's or advanced degree in Finance, Accounting, Economics, or related field.
• 5+ years of experience in finance and/or public accounting.
• 3+ years of experience in a leadership role.

Nice-to-haves

• CPA certification.
• Masters Degree
• Strong knowledge/experience with information systems: creating macros, creating reports in Salesforce, and Demo.
• Exceptional understanding of accounting principles.
• Experience with analyzing and reconciling large financial data sets (big data) and providing recommendations to management.
• Strong knowledge of financial planning, budgeting, forecasting, and analysis.
• In-depth understanding of accounting principles, financial regulations, and compliance requirements.
• Excellent analytical and problem-solving skills, with the ability to translate complex financial data into actionable insights.
• Advanced proficiency in financial modeling and financial management software.
• Exceptional cross-team leadership and team management abilities.
• Strong communication and interpersonal skills, with the ability to effectively collaborate with stakeholders at all levels.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Health Savings Account (HSA)
• Paid Time Off (PTO)
• 401(k)
• Holiday pay
• Employee stock purchasing options