BambooHR
Finance
FinancialAnalyst
Neural analysis suggests this role is
optimal for Mid candidates.
“Financial Analyst at BambooHR. Skills: Financial analysis, Financial modeling, Forecasting, Budgeting, Data analysis, Reporting, Stakeholder communication. Support monthly, annual, and long-range planning, forecasting, and reporting. Partner with cross-functional leaders to connect financial performance to company strategy”
What You'll Achieve.
Deliver insights that drive strategic decisions; Ensure initiatives are impactful and aligned with business goals; Provide clear, actionable recommendations; Deliver timely outputs; Effectively communicate findings to stakeholders; Directly contributing to BambooHR’s growth and success
Industry & Context.
Analyze datasets to identify trends and root causes; Translate complex business questions into structured analysis; Identify trends, drivers, and actionable insights; Translate business questions into structured analysis and deliverables
Passing a background check, Passing a credit check, Utah-based hybrid position which will require some regular in-office days each week, Located in Utah and excited about coming into our Draper, UT office 3+ days a week for some collaborative meetings
What They're Looking For.
Must Have
2+ years of experience in prior strategic FP&A roles, Experience with AI/ML & LLM applications, SQL, PowerBI/Data visualization, Excel, Understanding of how business functions, segments, and decisions interact and influence outcomes across the organization, Confidence, understanding, and empathy to cross-functional partnerships, Comfortable working directly with leadership teams, Self-starter who takes initiative and strives for continuous improvement
Nice to Have
Experience applying AI/ML or LLM-based tools to financial or revenue data, Past experience working with Workday Adaptive Planning, Past experience working with Databricks, Past experience working with Power BI, Analyst experience in the SaaS industry, Ability to create structure in fast-paced, and quickly changing environments, Strategic thinker who is able to connect to the big picture while working in the sometimes ambiguous details
What You'll Do.
and long-range planning
Partner with cross-functional leaders to connect financial performance to company strategy
Analyze datasets to identify trends and root causes
Build and maintain financial models
Perform P&L variance analysis
Create scalable reports
Advise stakeholders on recommended actions based on data insights
Communicate insights through clear
audience-appropriate presentations
Align insights with business strategy
Manage priorities and deliver timely
Pursue opportunities to improve efficiencies through improved workflows
Analyze data to identify trends
and actionable insights
and long-range planning processes
Perform P&L variance analysis and provide clear recommendations
Build and maintain financial models
Translate business questions into structured analysis and deliverables
How You'll Work.
Team & Collaboration
Partner with cross-functional leaders; Partner with cross-functional teams; Build relationships; Executive presence, understanding, and empathy to cross-functional partnerships; Comfortable working directly with leadership teams
Communication Scope
Data storytelling; Concise, audience-appropriate data storytelling; Clearly advise stakeholders on recommended actions based on data insights; Communicate insights through clear, audience-appropriate presentations
Process & Methodology
Managing priorities, Deliver timely, high-quality work
Full Job Description
Please Note: This is a Utah-based hybrid position which will require some regular in-office days each week. Additionally, employment with BambooHR is contingent on passing both a background and credit check. Essential Job Duties We are seeking a detail-oriented Financial Analyst to join our FP&A team at BambooHR, where you will play a key role in delivering insights that drive strategic decisions. In this role, you will combine financial expertise and data analysis to support monthly, annual, and long-range planning, forecasting, and reporting. You will partner with cross-functional leaders to connect financial performance to company strategy, ensuring initiatives are impactful and aligned with business goals. You will analyze datasets to identify trends and root causes, build and maintain financial models, and perform P&L variance analysis to provide clear, actionable recommendations. Using tools such as Excel/Google Sheets, Workday Adaptive Planning, Power BI, and Databricks, you will create scalable reports and communicate insights through concise, audience-appropriate data storytelling. The ideal candidate can quickly translate complex business questions into structured analysis, deliver timely outputs, and effectively communicate findings to stakeholders. You are comfortable working independently, managing priorities, and building strong relationships while maintaining a high level of ownership and curiosity. This role is an opportunity to blend analytical rigor with business acumen, directly contributing to BambooHR’s growth and success. You will: Analyze data to identify trends, drivers, and actionable insights Support forecasting, budgeting, and long-range planning processes Perform P&L variance analysis and provide clear recommendations Build and maintain financial models, reports, and dashboards Translate business questions into structured analysis and deliverables Clearly advise stakeholders on recommended actions based on data insights Communicate insigh
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