Sr. Director, Financial Planning and Analysis (FP&A)

Please Note: This is a Utah-based hybrid position which will require some regular in-office days each week.

Essential Job Duties

As the Senior Director of Financial Planning & Analysis (FP&A) at BambooHR, you’ll oversee our financial planning, budgeting, forecasting, and analysis activities. Your strategic insight will help support executive decision making and help BambooHR achieve our financial goals. Working closely with senior leadership across the company, you’ll ensure BambooHR is financially healthy and growing toward a bright future.

Specifically, you will:

• Lead and mentor a high-performing FP&A team, providing guidance, training, and development opportunities.
• Serve as a trusted advisor to senior leadership, offering insights and recommendations to drive business performance.
• Develop and implement BambooHR’s financial strategy.
• Provide analytical insight to support strategic initiatives and business decisions.
• Drive the annual budgeting process and maintain rolling forecasts.
• Develop and implement KPIs to measure and monitor business performance.
• Drive the preparation and presentation of financial reports to senior leadership.
• Identify process improvements and technologies that will enhance the effectiveness of FP&A activities as BambooHR continues to scale.
• Foster a culture of financial accountability and transparency across the organization.

What You Need to Get the Job Done

• Education: You have a Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
• FP&A Experience: You have at least 10 years of progressive experience in financial planning and analysis.
• Leadership Experience: You’re a seasoned leader, with at least 5 years of experience as a leader of leaders.
• Financial Skills: You have strong financial modeling, forecasting, and analytical skills.
• Executive influence: You’ve developed excellent communication and presentation skills, with the ability to convey complex financial information to non-financial stakeholders.
• Scaling Experience: You have a proven track record of strategic thinking and problem-solving with companies that have scaled successfully.
• Tools & Technology: You’re well-versed in financial software and tools, such as Excel, NetSuite, Adaptive Insights and Tableau.  

What Will Make Us REALLY Love You 

• You have earned an MBA or CFA.
• You have strong business intelligence / data visualization  skills in tools such as Tableau.

What You'll Love About Us

• Great Company Culture. We’ve been recognized by multiple organizations like Inc, Salt Lake Tribune, Glassdoor,  & Comparably for our great workplace culture.
• Make an Impact. We care about your individuality by giving you freedom to grow and create within the company, regardless of your position.
• Rest and Relaxation. 4 weeks paid time off, 11 paid holidays, and we pay you to go on vacation (ask us about this)!
• Health Benefits. Medical with HSA and FSA options, dental, and vision.
• Prepare for the Future. 401(k) with a generous company match, access to a personal financial planner, and both legal and life insurance.
• Financial Peace University. We pay for a one year subscription and you walk away with financial savvy and a bonus.
• Give back.  Get paid to give your time to the community: ask us about this!
• Educational Benefits. Whether you are a previous student, or currently enrolled in higher education, we can help cover some of those expenses.
• Amazing Office Amenities. We’ve got incredible benefits at our Draper headquarters including a full size gym, pickleball courts, a great office cafe, and free fountain drinks! Ask us more about our office!
• In-Person Onboarding! All new hires get to experience