Job Description

Senior Financial Analyst (Sr. FP&A)

About Us

Canopy is a fast-growing SaaS company in South Jordan, Utah building simple, efficient software for accounting firms. We are looking to revolutionize the accounting space with modern, user-friendly software for a neglected industry.

Our goal is to help our clients unlock the firm they've always wanted with our Practice Management Suite. We place strong emphasis on delighting our customers, spotting and solving problems, and being good people along the way.

Click here to see why our clients love Canopy.

Interested in learning more about Canopy & the industry? Check out our blog here where you can find great information on our product features, industry news, practice management, and more!

The Opportunity

We are searching for a Financial Analyst to join the team. This is a hybrid position in South Jordan, Utah (M, W, F in-office).

What You'll Do

As Financial Analyst, you will be a strategic, financial, and operational thought partner to the payments and customer experience team. You will play an integral part in driving and supporting financial planning, analysis, and reporting as well as building dynamic, detailed, and scalable financial models for our fast-growing tech company. 

• Support the monthly, quarterly, and annual financial reporting process, ensuring accuracy, completeness, and timeliness of all financial statements.
• Support the annual budgeting and quarterly forecasting processes, partnering with business units to develop and validate financial plans for our Payments Revenue and Net Retention.
• Develop, maintain, refine complex financial models for strategic planning.
• Partner with key cross-functional and external business partners to better understand the business and explain budget versus actual results.
• Develop financial metrics and KPIs to monitor the performance of the company and provide regular reporting to the executive team.
• Identify and implement process improvements to enhance the efficiency and effectiveness of financial operations.
• Work directly with the Finance Managers, Business intelligence, and Accounting to support key initiatives, provide visibility into the financials of the business and make recommendations.
• Perform strategic ad-hoc analyses and research to turn data into more insightful information driving business decisions.

What We're Looking For

• 3-5 years of relevant experience (FP&A, investment banking, private equity, strategy, consulting, Big 4)
• Bachelor's degree in Finance, Accounting, or a related field
• Experience with financial modeling and framing decisions with data
• Strong proficiency in Excel, Google Sheets, and Google Slides
• Ability to communicate with all levels of the organization, and have the ability to distill detailed analysis into actionable insights and recommendations
• Entrepreneurial spirit, comfortable with ambiguity, and eager to drive improvement
• High attention to details with excellent organizational skills and ability to take charge, set objectives, and embrace and drive change 
• Work cross-functionally and drive consensus among various stakeholders

We know many women do not apply for a job if they don't perfectly fit the description. We want you to apply anyway.

Why You Want to Work Here:

Flexible Paid Time Off - that you're actually encouraged to use plus 10 company holidays! 

❤‍ Health Benefits - including Medical, Dental, and Vision and an HSA Match. Canopy covers Medical premiums at 100% for Employees only.

401(k) - we match 100% up to 3% of your contribution. Eligibility is immediate with 100% vesting.

Mental Health - all employees have access to Impact Suite & to our Employee Assistance Program (EAP).

Paid New Parent Leave & Birthing Parent Leave - so you're able to care for your little ones.

➕ Supplemental Benefits - including 100% company paid Basic Life & AD&D insurance and long & short-term disability coverage.

Motivosity - our peer-to-peer recognition program to help our employees recognize the amazing work being done by other Canopians!

Company Events - including monthly company-wide meetings, summer parties, and more.

DEIB Committee - to plan initiatives around continuing education, community outreach, recruiting, onboarding, and more.

☕ Fully-stocked kitchen - Keto? Vegan? Flexitarian? Mandalorian? We've got you covered. 

Our Values:

We approach our work every day with a few things in mind:

Own - we own this place! We focus on outcomes, holding ourselves & each other accountable.

Win - we win by delighting our customers with the very best products and services.

Do Good - we work hard to be good people!

Embrace Curiosity & Candor - we approach everything with curiosity & we understand that candor is kindness and give the gift of feedback.

To learn more about us & our values, click here (

Interviewing @ Canopy:

We know application processes can be a little stressful. Here are the stages of a typical interview process at Canopy:

• Once your application is received, we will review it and get back to you if we feel like it's a mutual fit! 
• 20 minute phone call with the People Team
• 45-60 minute video or in-person interview with the Hiring Manager
• 1-3 rounds of interviews, depending on the role
• Final Interview

Interview processes can vary depending on the role. The People Team will give you a role-specific overview of the process during your first phone call. 

Remember : This is your interview too! We know candidates are evaluating us just as much as we are them. We encourage you to bring questions to each of your interviews—our hiring teams will always make sure to save time for questions at the end! 

Canopy is an equal-opportunity employer. Canopy provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, national origin, sexual orientation, gender identity or expression, age, disability, genetic information, marital status, or veteran status.

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