• Senior Director, Financial Planning and Analysis

    Pos. Category
    Location : City
    Salt Lake City
    Location : State/Province
    Created Date
    Regular Full-Time
  • Overview

    Based in Utah, Idaho, and Arizona, Progrexion leads the credit repair industry with groundbreaking technologies and services that help consumers access and understand information contained in their credit reports, verify whether that information is fair, accurate and substantiated, and correct inaccuracies with individual creditors, other data furnishers and the national credit bureaus.  Progrexion technology and services are used by Lexington Law, an independently-operated law firm, and CreditRepair.com, its wholly-owned subsidiary.


    Reporting to the Vice President of Marketing Operations and indirectly to the Vice President of Financial Planning and Analysis, the Senior Director, Marketing - Financial Planning and Analysis will be a key asset in the future growth of the company.  This individual directs the Financial Planning & Analysis for Progrexion’s Sales and Marketing function and will spearhead the company’s multi- year marketing plan, financial forecasts, annual budgeting process, and be a business partner to the Sales and Marketing organization.  This individual will also work closely with the Senior Vice President of Sales and Marketing and the Chief Financial Officer, and with all members of the management team in developing and enhancing internal reporting, standardizing and improving financial tools and driving improvements in financial decisions throughout the organization. Manages a staff of 2 direct reports.

    • Manage Sales & Marketing’s multi-year strategic planning process and annual budget
    • Create/enhance financial reporting and analysis for ongoing and ad-hoc analysis of business
    • Provide the analytical framework and strategic insights to identify risks and opportunities to support and guide Sales & Marketing’s financial planning, including budgeting and monthly reporting
    • Control and direct focused analysis of key performance indicators and highlight trends and causes of unexpected variance
    • Lead all aspects of Sales & Marketing’s forecasting processes in collaboration with management team
    • Develop financial models and analysis to support strategic initiatives
    • Oversee and manage the continued development of Adaptive Insights and other Budgeting, Financial Forecasting, Operating Plan and Modeling tools for Sales & Marketing
    • Evaluate processes to drive efficiencies and understand ROI in marketing programs, pricing and new projects; Prepare detailed analysis of Digital Media, Partnership and Sales Center spending
    • Support optimization of customer acquisition spend in an effort to provide actionable reporting to improve the performance of the business
    • Ensure that all aspects of budgets, forecasts, and analysis are accurate and predictable based upon business metric assumptions
    • Work with Tableau and other Business Intelligence tools
    • Support special projects and ad-hoc requests from the executive team



    • 8+ years of financial planning, modeling and analysis experience in companies with over $200 million in revenue, preferably in a consumer, retail or ecommerce business
    • 3+ years in a manager or senior manager role
    • MBA, CFA and/ or CPA a plus
    • Metrics driven and results oriented; demonstrated analytical skills
    • Strong ability to roll-up sleeves and work with team members in a hands-on and collaborative management approach
    • Can work at 0 to 50,000 feet, while ensuring highest standards of accuracy and precision
    • Must be highly organized with the capacity to ensure that all aspects of budgets, forecasts, and analysis are accurate
    • Must be able to develop and execute detailed analysis utilizing expert skills in Excel
    • Experience with Adaptive Insights preferred
    • Extensive data mining skills required utilizing Excel Pivot tables, SQL, and Tableau
    • Flexible, creative self-starter who is highly-driven and self-motivated




    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed

    Connect With Us!

    Not ready to apply? Connect with us for general consideration.