Senior Financial Analyst - G&A Business Partner​/Cash Flow

Senior Financial Analyst - G&A Business Partner/Cash Flow

Lehi, Utah, United States

Net Documents is an equal opportunity employer. All employment decisions are based on business needs, job requirements, and individual qualifications. We do not discriminate on protected characteristics and are committed to a diverse and inclusive workplace.

Net Documents is seeking a Sr. Financial Analyst. This role reports to the FP&A Director, GTM and will be a trusted business partner owning budgeting and forecasting processes. The person in this role will have significant exposure to Finance leadership and other senior leaders of Net Documents. The Sr. Financial Analyst will drive the Finance organization day to day, providing insight and analysis to inform decision making and support growth.

The ideal candidate will have proven success partnering cross-departmentally and at least 5 years of relevant experience in investment banking, private equity, or corporate FP&A.

• G&A Support
• Serve as a trusted business partner to various G&A leaders by reviewing actuals, validating assumptions, and updating quarterly and annual operating expense forecasts
• Communicate expense forecasts and budget inputs during quarterly and annual planning cycles
• Analyze and present monthly G&A financial performance to the Finance organization, highlighting key drivers, variances, and trends
• Gather, organize, and synthesize data from multiple systems to support financial and operating models
• Balance Sheet and Cashflow
• Maintain the 13-week Direct Cashflow Forecast, ensuring accuracy, timeliness, and visibility across stakeholders, including coordinating with the Collections team to update and refine the rolling 5-week collections forecast
• Partner with Accounts Payable to forecast vendor payments, recurring contractual obligations, and timing of major expenditures
• Forecast tax payments, personnel-related cash spending, quarterly interest payments, and loan obligations
• Support weekly and monthly cashflow reporting and provide recommendations to enhance cash predictability and working capital management
• Example Projects
• Monthly BvA Review – work with the G&A business partners to understand and report to the Finance team the significant variances between QTD actuals versus Budget and Forecast Opex
• Coordinate with Accounting in updating the 13-week Direct Cash Flow forecast model and understand key variances in actuals versus forecasted vendor payments, tax payments, interest payments and other
• Support analytical initiatives related to forecasting, profitability, operational cost optimization, and process improvements
• Other Responsibilities
• Prepare ad hoc financial analysis, modeling, and insights to support business leaders
• Other duties as assigned

• BS/BA in Finance, Accounting, Economics, Mathematics, or related field
• 2–5 years of Financial Analyst experience
• SaaS experience preferred
• Strong analytical skills including modeling, forecasting, and reporting
• Advanced Excel proficiency and strong PowerPoint skills
• Experience with Adaptive Insights, or a similar financial modeling tool
• Experience with Net Suite, or a similar ERP
• Strong interpersonal communication skills
• Ability to handle confidential financial information professionally
• Healthcare benefits: 90% company covered, HSA company contribution, 401K match at 4% with immediate vesting
• Flexible PTO (typically 3 to 4 weeks a year), 10 paid holidays, monthly wellness contributions
• Access to Linked In Learning with monthly dedicated time to explore

The annual compensation range for this position is $110,000–$120,000. The posted cash compensation includes base salary and variable components where applicable. Individual compensation packages are determined based on factors such as career level, skills, experience, geographic location, and other job-related considerations.

Net Documents is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, sex, national origin, age, disability, or any other status protected by law.