Senior Financial Analyst

Reposted 5 Days Ago
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Lehi, UT
Mid level
Software
The Role
Analyze and recommend data-driven financial strategies, collaborate with product and engineering teams, and manage ad hoc projects to optimize performance.
Summary Generated by Built In

At Podium, our mission is to arm every local business with a complete platform and outcome-driven AI employees that convert leads into real, paying customers. Every day, millions of workers use our AI lead conversion and communication platform to help them get more leads and make more money.

Our work and focus on helping local businesses thrive has been recognized across the industry, including Forbes’ Next Billion Dollar Startups, Forbes’ Cloud 100, the Inc. 5000, and Fast Company’s World’s Most Innovative Companies.

At Podium, we believe in fostering a culture that thrives on hiring and developing exceptional talent. Our operating principles serve as a compass, guiding daily behavior and decision-making, and ensure we hire people who will thrive at Podium. If you resonate with our operating principles and are energized by our mission, Podium will be a great place for you!

As a senior financial analyst at Podium you will analyze and recommend strategic, data-driven decisions to the engineering and product leadership team. You will be a critical part of refining Podium’s growing business by providing financial insights to further drive top- and bottom-line, getting comprehensive exposure to the full Profit and Loss of Podium. If you are someone who is passionate about building a business, values efficiency and creative problem-solving using financial/quantitative metrics, and thrives in a fast-paced, open environment, then this is the right role for you!

Responsibilities

  • Assist with building and enhancing financial models used to budget/forecast financial results during monthly/quarterly/annual forecasting cycles
  • Analyze and interpret engineering and product data to identify trends, insights, and areas of improvement. Present findings and recommendations to senior leadership and other departments.
  • Collaborate with engineering and product teams to streamline processes and enhance productivity.
  • Lead initiatives to optimize resource allocation and project timelines.
  • Support the development of data-driven strategies for product development and engineering operations
  • Manage ad hoc projects on an on-going basis and present to business partners. Project examples include: headcount and attrition planning and Budget variance analysis

Requirements

  • BA/BS degree in Finance, Economics or similar quantitative discipline
  • 3 - 5 years of financial analysis experience with thorough understanding of financial statements and budget/forecasting cycles. 
  • Strong analytical skills and experience with and knowledge of Excel, Salesforce, and reporting tools such as Sigma or Adaptive Insights. 
  • Think like an owner. Take ownership and initiative within the tasks that have been assigned to you. Ability to work effectively and independently.
  • Strong work ethic, high sense of urgency, and ability to deliver results in tight timeline
  • Excellent and proactive communication style with the ability to build/foster relationships with business partners
  • Basic SQL experience

Benefits

  • Open and transparent culture 
  • Life insurance, long and short-term disability coverage
  • Paid maternity and paternity leave
  • Fertility Benefits
  • Generous vacation time, plus three 4-day summer holiday weekends
  • Excellent medical, dental, and vision benefits
  • 401k Plan with competitive company matching
  • Bi-annual swag drops with cool Podium gear and apparel 
  • A stellar HQ (Utah) gym with local professional coaches and classes offered
  • Onsite HQ (Utah) child care center, subsidized for employees
  • Additional benefits for fully remote employees

Podium is an equal opportunity employer. Podium provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, national origin, sexual orientation, gender identity or expression, age, disability, genetic information, marital status or veteran status

Top Skills

Adaptive Insights
Excel
Salesforce
Sigma
SQL
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The Company
Lehi, UT
1,100 Employees
On-site Workplace
Year Founded: 2014

What We Do

Podium is redefining the way customers interact with local businesses. Podium’s Interaction Management platform uses messaging to make it convenient to interact with your leads, customers, and teams along every customer touchpoint.

With Podium, you can message your leads and customers, get reviews and feedback, and communicate easily with your team, all in one easy-to-use inbox. It powers the conversations that matter most to your business, putting you miles ahead of the competition.

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