Lead Financial Analyst

ABOUT THIS ROLE

As LVT scales toward our next phase of growth, we’re adding a Lead Financial Analyst to our FP&A team, a senior individual contributor role built for someone who wants to own R&D finance end to end. You’ll bring predictability to how we budget, forecast, and evaluate return on our R&D and product development spend, and you’ll become the embedded finance partner our Engineering and Product leaders turn to first. Outside of R&D, you’ll support many of our operational leaders and lead special projects: high-priority, cross-functional analyses that inform decisions at the CFO and President level. This is a chance to build the financial discipline around R&D at a scaling hardware and SaaS company.

This is an in-office role based at our headquarters in American Fork, UT.

ROLE RESPONSIBILITIES

R&D Finance & Business Partnership

• Build and own the forecasting and budgeting process for R&D and product development spend, replacing ad hoc estimates with a repeatable, driver-based model.

• Serve as the embedded finance partner to Engineering and Product leadership, translating roadmap and headcount decisions into financial impact and financial constraints into roadmap tradeoffs.

• Lead ROI and capacity planning analysis for R&D investments, helping leadership decide which initiatives get funded, deferred, or cut.

• Establish forecasts and tracking for software and product development costs in partnership with Accounting, ensuring R&D spend is classified and reported correctly.

• Build headcount and hiring plans for Engineering and Product in partnership with People and R&D leadership, tying growth to budget and roadmap milestones.

• Build the trusted, senior-level relationships with R&D and Product leaders needed to influence spend decisions before they become budget problems, not after.

Special Projects

• Lead high-priority, cross-functional analyses (margin expansion, unit economics, pricing, profitability studies) at the direct request of the CFO, President, or VP of FP&A.

• Own ad hoc financial modeling and analysis that supports company-wide strategic decisions, often on compressed timelines and with direct executive visibility.

• Partner across Sales, Operations, Supply Chain, and Product as needed to support broader FP&A forecasting and reporting cycles.

OUR IDEAL CANDIDATE

• Proven FP&A Depth: 7+ years in FP&A, corporate finance, or strategic finance, with real ownership of a budget or spend area end to end, not just monitoring it.

• R&D Finance Fluency: You understand how to forecast and control engineering and product development spend, including the distinction between capitalized and expensed R&D costs.

• Hardware + SaaS Fluency: You understand gross margin dynamics across both a hardware COGS structure and a recurring-revenue SaaS model, and can speak to both credibly.

• Trusted Cross-Functional Partner: You build real relationships with technical leaders in Engineering and Product, and hold your own in a room with VPs and above without losing the room in financial jargon.

• Recognized Modeling Authority: You’re the person others come to when a model breaks or a forecast doesn’t tie out. Deep, expert-level fluency in driver-based financial modeling in Excel/Sheets.

• Systems Command: Hands-on experience with ERP, Financial Forecasting (Adaptive-preferred), and AI leveraging, with the judgment to know when a process needs to move out of a spreadsheet.

• Self-Directed Operator: You take ambiguous, high-visibility asks and build the process as you go.

• Builder’s Mindset: You’re comfortable being an early, high-leverage IC hire on a growing team, building processes the company will run on for years.