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FP&A Analyst

Company Description

Daxko powers health & wellness throughout the world. Every day our team members focus their passion and expertise in helping health & wellness facilities operate efficiently and engage their members.

Whether a neighborhood yoga studio, a national franchise with locations in every city, a YMCA or JCC--and every type of organization in between--we build solutions that make every aspect of running and being a member of a health and wellness organization easier and delightful. 

Job Description

As an FP&A Analyst, you will support the Manager, Financial Planning & Analysis and CFO in all financial operations. If you're the right person for our dynamic, fast-paced company, you will have some experience with: operational and finance and/or accounting experience, system skills, collaboration techniques, and the ability to manage multiple responsibilities with diverse stakeholders. This position is highly visible in the organization and requires someone with a great attitude, eagerness to learn, and a strong understanding of Excel and other Microsoft products.

You will also:

  • Prepare and calculate monthly, quarterly, and annual commission statements for sales staff based on performance metrics and company guidelines. 
  • Ensure accuracy in commission payments and resolve any discrepancies promptly. 
  • Develop and maintain complex financial models to support strategic initiatives, business planning, and decision-making processes. 
  • Collaborate with various departments to gather data, understand business needs, and provide financial insights that support operational and strategic goals. 
  • Conduct ad hoc financial analysis and support special projects as needed, including M&A activities, investment analysis, and market research. 
  • Identify and implement process improvements to enhance the efficiency and effectiveness of the FP&A function 

Qualifications

  • Bachelor's degree in finance, Accounting, Economics, or a related field. CPA, CFA, or MBA is a plus. 
  • Two (2) to Four (4) years of experience in financial planning and analysis, corporate finance, or a related field.  
  • Proficient in the use of Microsoft Office products (particularly Excel) 
  • Strong organizational and multitasking abilities, with a talent for managing diverse responsibilities across multiple stakeholders.
  • A collaborative mindset and a great attitude, with eagerness to learn and grow in a dynamic team.
  • The ability to thrive in a fast-paced environment and maintain a high level of attention to detail.
  • Constructive attitude with the ability to troubleshoot issues and identify solutions in a positive, resourceful, and team-oriented way 
  • Strong communication skills, both written and verbal, with experience in presenting to senior leaders, external stakeholders, and board of directors 
  • Excellent attention to detail and ability to think analytically  
  • Excellent organizational skills and attention to detail 
  • Excellent time management skills with a proven ability to meet deadlines 
  • Strong analytical and problem-solving skills 

Additional Information

Daxko is dedicated to pursuing and hiring a diverse workforce. We are committed to diversity in the broadest sense, including thought and perspective, age, ability, nationality, ethnicity, orientation, and gender. The skills, perspectives, ideas, and experiences of all of our team members contribute to the vitality and success of our purpose and values.

We truly care for our team members, and this is reflected through our offices, benefits, and great perks. These perks are only for our full-time team members. Some of our favorites include: 

🏝  Flexible paid time off 
⚕️ Affordable health, dental, and vision insurance options
💪  Monthly fitness reimbursement
🤑  401(k) matching
🍼  New-Parent Paid Leave
👖  Casual work environments
🏡  Remote work

All your information will be kept confidential according to EEO guidelines.

#LI-Remote

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Average salary estimate

$70000 / YEARLY (est.)
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$60000K
$80000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About FP&A Analyst, Daxko

At Daxko, we’re on a mission to power health and wellness facilities around the globe, and as an FP&A Analyst, you’ll play a vital role in our financial operations. You will join a passionate team dedicated to making a difference in the health and wellness industry. Your responsibilities will include preparing and calculating commission statements for our sales staff based on their metrics and company guidelines, ensuring that our process runs smoothly and efficiently. Beyond that, you’ll have the opportunity to develop and maintain complex financial models that will help shape our strategic initiatives and guide key business decisions. You will collaborate with various departments to gather insights and analyze data, ensuring that operational as well as strategic goals are met, while also being involved in exciting projects like M&A activities and market research. We value a can-do attitude, eagerness to learn, and strong Excel skills, as you’ll need to juggle multiple responsibilities with ease. If you thrive in a fast-paced environment and have a collaborative mindset, you’ll feel right at home at Daxko. With a solid background in finance and an eye for detail, you will help us enhance our efficiency and effectiveness. Plus, we offer amazing perks like flexible paid time off, health insurance options, remote work opportunities, and a fun, casual work environment. Join us and help make health and wellness delightful for everyone!

Frequently Asked Questions (FAQs) for FP&A Analyst Role at Daxko
What does an FP&A Analyst at Daxko do?

As an FP&A Analyst at Daxko, your role involves supporting the financial operations of the company by preparing commission statements, developing financial models, and collaborating with various departments to provide financial insights. You will be responsible for ensuring accuracy in commission payments and conducting ad hoc financial analyses, all while helping to improve processes within the financial planning and analysis function.

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What qualifications are needed for the FP&A Analyst position at Daxko?

To qualify for the FP&A Analyst role at Daxko, candidates should have a bachelor's degree in finance, accounting, economics, or a related field. Ideally, you’ll have 2 to 4 years of experience in financial planning and analysis. Proficiency in Microsoft Office, especially Excel, as well as strong organizational and analytical skills are also critical for success in this role.

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What skills are important for an FP&A Analyst at Daxko?

An FP&A Analyst at Daxko should have strong analytical and problem-solving skills, excellent attention to detail, and the ability to thrive in a fast-paced environment. Additionally, strong communication skills—both written and verbal—are essential for presenting insights to senior leadership and collaborating with diverse stakeholders across the organization.

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What is the company culture like for FP&A Analysts at Daxko?

Daxko fosters a dynamic and collaborative culture where learning and growth are encouraged. As an FP&A Analyst, you’ll be part of a team that values diverse perspectives and ideas. Daxko also emphasizes the importance of employee well-being, offering perks like flexible paid time off, health benefits, and opportunities for remote work.

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What types of projects will I be involved in as an FP&A Analyst at Daxko?

As an FP&A Analyst at Daxko, you will be involved in exciting projects such as M&A activities, investment analysis, and market research. You may also conduct various ad hoc analyses to provide insights that support the company’s strategic decisions and operational goals.

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How does Daxko support the career development of FP&A Analysts?

Daxko is committed to the professional growth of its employees, including FP&A Analysts. You will have access to mentorship opportunities, professional training, and a supportive team culture that encourages collaboration and continuous learning to help you develop your skills and advance your career.

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What are the work environments like for FP&A Analysts at Daxko?

At Daxko, FP&A Analysts enjoy a casual work environment that promotes creativity and collaboration. The company offers flexible work arrangements, including remote work options, to help employees maintain a healthy work-life balance while contributing their best to the team.

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Common Interview Questions for FP&A Analyst
Can you describe your experience with financial modeling in previous roles as an FP&A Analyst?

When answering this question, focus on specific examples where you've developed financial models that supported business decisions. Discuss the tools you used, the complexity of the models, and the outcomes from your analyses.

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How do you ensure accuracy when preparing commission statements?

Emphasize the processes you follow, such as double-checking figures, using established guidelines, and collaborating with sales teams to resolve discrepancies. Discuss any tools or software that assist in ensuring accuracy.

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Explain how you prioritize multiple financial projects within tight deadlines.

Provide examples of how you've successfully managed competing priorities. Highlight tools or strategies you use for effective time management, such as prioritizing tasks, setting deadlines, or utilizing project management software.

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What approaches do you take to collaborate with departments beyond finance?

Discuss the importance of communication and relationship-building in cross-departmental collaboration. Share specific instances where you've effectively worked with other teams to gather data or insights and how this benefited your analyses.

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What tools or software have you used for financial analysis?

Mention specific software, including Excel and any financial reporting tools, that you have experience with. Describe how you've utilized these tools for financial analysis, modeling, and reporting.

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How do you handle discrepancies in financial reporting?

Illustrate your analytical approach to identifying discrepancies, discussing how you investigate, resolve issues, and communicate with relevant stakeholders to ensure clarity and accuracy in reporting.

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What is your experience with ad hoc financial analysis?

Share examples of ad hoc analyses you've conducted, detailing the scenarios that prompted these requests and the outcomes of your analyses. Highlight your ability to think critically and provide actionable insights based on your findings.

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Can you detail an instance where you identified a process improvement in the FP&A function?

Describe the specific situation, the improvement you proposed, and the impact it had on the efficiency or effectiveness of financial planning and analysis at your previous company.

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How do you present financial information to non-financial stakeholders?

Discuss your strategy for simplifying complex financial information, using visual aids, and ensuring that your communication is clear. Provide an example of a presentation to non-financial stakeholders and the positive outcome it produced.

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What motivates you to work as an FP&A Analyst at a company like Daxko?

Express your passion for finance as well as your desire to support the health and wellness industry. Talk about Daxko's mission and how it aligns with your values and career goals, emphasizing your eagerness to contribute to the team's success.

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D By Daxko

We power health and wellness throughout the world.

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Full-time, remote
DATE POSTED
November 25, 2024

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