Financial Analyst

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. AI at BambooHR At BambooHR, we’re all about setting people free to do great work, and we believe AI is a powerful partner in that mission. We’re leaning into intelligent tools to streamline our workflows, giving us more time for high-impact innovation. We look for curious, forward-thinking people who are ready to explore how AI can elevate their work and help us reimagine the future of HR. 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 bonus. You enjoy creating structure in fast-paced, and quickly changing environments. You’re a strategic thinker who is able to connect to the big picture while working in the sometimes ambiguous details. You have a degree in finance or a related field. You are located in Utah and excited about coming into our Draper, UT office 3+ days a week for some collaborative meetings. Comprehensive health, life, and disability insurance Generous leave policies that include 4 weeks of vacation, 12 company holidays, parental leave, and volunteer time off so you can enjoy quality of life At BambooHR, we're building something different: we're building a people intelligence platform that transforms HR and sets people free to do great work! We're a proven market leader driving innovation while building lasting success through thoughtful, sustainable growth. Here, you'll find a place that champions growth: both professional and personal, both individual and collective. We invest in potential, giving you the space to stretch your capabilities and turn good ideas into reality while providing the safety net of a supportive, values-driven culture. Our approach combines meaningful work with meaningful lives, offering competitive benefits, professional development, and the flexibility to thrive both in and outside the office. What sets us apart isn't just what we do, but how we do it: with openness, integrity, and a shared commitment to doing the right thing. Join us in creating HR software that makes work better for everyone, while we make work better for you. Legal BambooHR is committed to the full inclusion of all qualified individuals and will ensure that persons with disabilities are provided reasonable accommodations throughout the hiring process. If you would like to request accommodations, please let your recruiter know. BambooHR is an Equal Opportunity Employer–M/F/D/V. Because our team members are trusted to handle sensitive information, we require all candidates that receive and accept employment offers to complete a background check before being hired. For information on California Privacy Policy, click here. Our process utilizes AI as an assistant to efficiently process and analyze candidate data. Recruiters and hiring managers maintain full oversight and accountability, ensuring that all final selection and rejection decisions are human-made and based solely on objective job qualifications. Please see our General Privacy Notice and California Privacy Notice for more details. See our AI Guidelines for Candidates for details on how BambooHR uses AI in recruiting, how we expect candidates to use AI, and what is not allowed. #J-18808-Ljbffr