We give strategy the human edge™.

FranklinCovey (NYSE: FC) is the world’s most trusted leadership and organizational performance partner that gives strategy the human edge. We help organizations achieve the breakthrough results that matter most. Using proven, principle-centered frameworks and practices, we build high-trust leaders, teams and cultures and help clients translate strategy into consistent execution. For more than 40 years, we have tested this approach with thousands of clients from Fortune 100 companies to educational and government institutions, providing professional services across 160 countries.

To learn more, visit franklincovey.com.

Title: Senior Financial Planning & Analysis (FP&A) Analyst
Payroll Title: Sr Financial Planning & Analysis Analyst
Division & Department: Enterprise Finance
Status: Full-Time Exempt
Reports to: VP, Financial Planning & Analysis (FP&A)
Location: Hybrid - Draper, UT (Anticipating 3+ days in office/week)
Compensation: Anticipated compensation for this position is a base salary of $105-147k*
Date Posted: 07/06/2026**

Job Summary
The Senior Financial Planning & Analysis (FP&A) Analyst is a key member of the FP&A team, reporting to the VP, FP&A. This role supports enterprise-wide financial planning, budgeting, forecasting, and analysis. In addition, this role plays an important part in supporting and evolving the company’s Enterprise Performance Management (EPM) environment, including Adaptive Planning or similar cloud-based FP&A platforms. The Senior FP&A Analyst is expected to understand end-to-end data flows across financial and operational systems, support EPM integrations and reporting, and leverage automation and AI-enabled tools to enhance analytical efficiency, forecasting accuracy, and decision-making.

The ideal candidate brings strong financial modeling and analytical skills, a solid understanding of finance and accounting principles, excellent communication skills to partner effectively with business leaders across the organization on budgeting and forecasting, and a demonstrated ability to operate effectively in a data-integrated, high-performance business environment.

Essential Job Functions
Budgeting and Forecasting

• Partner with business leaders across the organization to build, manage, and update departmental budgets and forecasts on a monthly basis.
• Assist in the development and consolidation of annual budgets (Gross/Net Revenue, COS, SG&A, and EBITDA), ensuring alignment with strategic goals.
• Drive monthly and quarterly forecasts, highlighting key risks, opportunities, and changes in underlying assumptions.
• Monitor budget-to-actual performance and update forecasts on a monthly basis.

Financial Analysis and Reporting

• Prepare monthly, quarterly, and annual financial reporting packages for senior management, including actuals vs. budget/forecast, variance analysis, and forecast updates.
• Provide clear explanations for variances, and recommend corrective actions where appropriate.
• Identify and analyze key financial and operational drivers impacting performance, including revenue, sales productivity, and incentive compensation metrics.
• Develop and maintain reports, dashboards, and presentations to communicate financial and sales performance trends (KPIs) across Excel, EPM platforms, and related reporting tools.

Financial Modeling

• Develop, maintain, and enhance financial models to support business planning, strategic initiatives, and performance improvement.
• Perform scenario and sensitivity analyses to support management decision-making.
• Translate model outputs into clear, actionable insights for business partners and executive leadership.

Ad-Hoc Analysis and Special Projects

• Support ad-hoc financial, including cost optimization initiatives and profitability assessments.

Continuous Improvement

• Maintain, identify and implement process improvements to enhance forecasting accuracy and reporting quality.
• Assist in automation and streamlining financial reporting and FP&A team processes.

Basic Qualifications

• BA/BS degree in Finance and/or Accounting
• 5+ years of experience in financial analysis

Preferred Skills & Experience

• 3+ years of experience in an FP&A function
• Experience with Adaptive Planning and EPM integrations, including the buildout of EPM reports and dashboards
• Strong background with quantitative data analysis, with experience building and maintaining financial models
• Advanced proficiency in Excel, PowerPoint
• Strong analytical and problem-solving skills, with the ability to interpret complex data and provide actionable insights
• Clear and concise written and verbal communication skills, with the ability to present complex information effectively
• Strong interpersonal skills and the ability to work effectively with cross-functional teams
• Exceptional attention to detail and commitment to producing high-quality, accurate work.
• High sense of urgency, strong organizational skills, and the ability to manage multiple priorities under tight deadlines.
• Solid understanding of GAAP accounting principles.
• Proficiency with CRM tools (Salesforce preferred)
• Experience with ERP systems (Microsoft Dynamics AX preferred)
• Experience using data visualization tools (Domo preferred)
• Experience working in a SaaS business environment
• Strong accounting knowledge and financial acumen

Benefits include medical, dental, and vision insurance, HSA, employee stock purchasing program, 401(k), paid time off, holiday pay, and more. Please visit https://franklincoveybenefits.com/ for details.

*Actual offer may be outside of this range and will be determined by education, experience, knowledge, skills, and abilities, as well as geographic location, internal equity and alignment with market data.

**Unless otherwise noted, applications will be accepted for a minimum of three (3) days from the initial published date on the FranklinCovey job board, but the posting may close at any time after the specified duration.

Employer Information
For an overview of our Interview Process, please visit https://franklincovey.com/careers/working-at-franklincovey/.

FranklinCovey is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Please visit https://www.franklincovey.com/careers/notices-and-provisions/ for our full Equal Employment Opportunity policies and Nondiscrimination Provision.

Direct Reasonable Accommodation requests to accommodations@franklincovey.com.

For our Privacy Policy, please visit https://www.franklincovey.com/privacy.

#LI-Remote
#LI-AT1