Assistant Financial Planner Jobs in Utah (NOW HIRING)

The FP&A Analyst is a core member of the corporate finance team, supporting budgeting, forecasting, reporting, and analysis across a multi-subsidiary organization. This role partners closely with divisional and subsidiary leaders to consolidate financial results, support budgeting and reforecast cycles, and turn raw ERP data into decision-ready, valuable insights for senior leadership.

The ideal candidate is analytically rigorous, comfortable working with large datasets across many operating entities, and eager to build skills across the technical (modeling, BI, ERP), the strategic (long-term planning, business cases, market intelligence), and the financial areas (reporting, budgeting, forecasting, analysis).

• Support the annual budget and periodic reforecast cycles, coordinating inputs and deadlines across multiple divisions and subsidiaries.
• Build and maintain rolling financial models for revenue, cost, margin, and cash flow at both the subsidiary and consolidated level.
• Prepare and automate materials for Monthly Business Reviews (MBRs) and divisional performance reviews.

• Consolidate monthly financial results across operating entities and reconcile to source systems.
• Produce recurring management reporting packages, KPI dashboards, and variance analyses (actuals vs. budget vs. forecast vs. prior year vs prior month).
• Maintain and improve reporting templates and workbooks to ensure consistency and accuracy across the portfolio.

• Support long-range planning and multi-year financial projections.
• Assist with strategic initiatives, market intelligence, business cases, and investment analyses.
• Evaluate financial implications of growth initiatives, pricing strategies, cost structure changes, and capital investments.
• Partner with leadership to translate strategy into measurable financial plans.

• Continuously review, investigate, and analyze core metrics to identify trends, variances, and risks; and translate findings actionable measures to support the business short & long-term goals.
• Perform ad-hoc financial and operational analysis to support strategic and operational decisions.
• Partner with accounting, operations, and subsidiary finance teams to understand results and improve data quality.
• Develop best practices, implement process standards, and ensure proper execution across functions and subsidiaries to safeguard reliability in reporting and data.

• Extract, transform, and validate data from the ERP and BI platforms to support reporting and analysis.
• Contribute to process automation and the ongoing build-out of self-service reporting and dashboards.
• Help document data definitions, reporting logic, and standard operating procedures.

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related quantitative field.
• 2–5+ years of experience in FP&A, accounting, corporate finance, consulting, banking, or a similar analytical role.
• Strong understanding of core financial statements and how they connect (P&L, balance sheet, cash flow).
• 2+ years of experience in construction, engineering, contracting, manufacturing, or another project-based / capital-intensive industry.
• Firm grasp of construction accounting concepts such as percentage-of-completion, work-in-progress (WIP) schedules, and over/under billings.
• Advanced Excel skills, including complex formulas, pivot tables, and financial modeling.
• High attention to detail with the ability to manage multiple deadlines across a recurring close and forecast calendar.
• Clear written and verbal communication skills, including the ability to summarize analysis for leadership.

• Hands-on experience with an ERP system (e.g., NetSuite) and BI / visualization tools (e.g., Domo, Power BI, Tableau).
• Exposure to multi-entity or multi-subsidiary consolidation.

• Analytical rigor — breaks down complex problems and validates conclusions against the data.
• Ownership — takes responsibility for accuracy and follows work through to completion.
• Collaboration — builds trust with finance and operating partners across the organization.
• Curiosity — seeks to understand the "why" behind the numbers and the business.
• Adaptability — thrives in a fast-moving, growth-oriented environment.