About the role
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 insights through clear, audience-appropriate presentations Partner with cross-functional teams to align insights with business strategy Manage priorities and deliver timely, high-quality work Proactively pursue opportunities to improve efficiencies through improved workflows, automation, or AI functionality What You Need to Get the Job Done: Finance Experience : You have 2+ years of experience in prior strategic FP&A roles (doing things like headcount forecasting, budgeting, financial modeling, financial reporting, data analytics, etc.) Technical Skills : Experience with AI/ML & LLM applications, SQL, PowerBI/Data visualization and Excel. Business Acumen : A strong understanding of how business functions, segments, and decisions interact and influence outcomes across the organization Executive Presence : You bring confidence, understanding, and empathy to cross-functional partnerships and are comfortable working directly with leadership teams. Proactivity : You’re a self-starter who takes initiative and strives for continuous improvement. Rather than waiting to be asked, you find what needs to be done and build solutions! What Will Make Us REALLY Love You: Experience applying AI/ML or LLM-based tools to financial or revenue data (e.g., forecasting, pricing, churn, or pipeline analytics) Past experience working with our tech stack is highly preferred: Workday Adaptive Planning, Databricks, Power BI. While past Analyst experience is needed, having Analyst experience in the SaaS industry specifically is a big
