Director of Finance

Overview

This role leads FP&A (planning, forecasting, and analysis) for the organization’s Finance & Accounting function. You will report to the Chief Financial and Administrative Officer and serve as a strategic partner to senior leadership, including the CEO and President.

Accounting operations, the general ledger, and the audit are owned by the Director of Accounting. This is a model-heavy role where forecasting and long-range planning are built in Excel.

Responsibilities

Planning, Forecasting & Long-Range Modeling

• Own the annual budget, rolling forecasts, and multi-year financial models
• Lead scenario planning and variance analysis, surfacing risks and opportunities early enough to act
• Define the critical questions to ask and determine the data and analysis needed to answer them
• Evaluate new programs, partnerships, and growth opportunities through financial modeling and ROI analysis

Revenue & Pricing Analysis

• Model how schools and districts adopt, renew, and expand their use of the organization’s recurring offering, including what it costs to support customers well
• Perform costing analyses to determine the cost of products and services, and develop and evaluate pricing strategies
• Partner with the sales team to set revenue targets, track progress against goals, and translate pipeline into realistic forecasts

Unit Economic & Cost Analysis

• Build and maintain cost-per-student and cost-per-school analyses by offering/product and partner type; analyze contribution margins
• Support pricing and packaging decisions by modeling volume, discount, and multi-year commitment scenarios
• Own the ARR waterfall and maintain gross and net revenue retention, including detailed analysis of where revenue is gained or lost
• Calculate and report on CAC, CAC payback, LTV/CAC, and sales efficiency
• Calculate and report on gross margins by offering/product, and project profitability

Funding & Grant Partnership

• Partner with the CEO and VP of Development to determine short- and long-term fundraising needs
• Work with development and program teams to create grant budgets and manage organizational expenditures against them
• Model cash flow across restricted and unrestricted funds to build an integrated view of how philanthropy and earned revenue sustain the organization

Reporting & Business Partnership

• Synthesize complex analyses into clear, actionable recommendations for senior leadership and the Board
• Support program and functional leaders in building budgets and tracking spend against them
• Partner with the Director of Accounting to ensure consistency of data, planning assumptions, and reporting

Requirements

• Bachelor’s degree, preferably in finance, economics, or a related analytical field; MBA a plus
• 6–10+ years of progressive experience in FP&A, strategic finance, corporate finance, consulting, or investment banking; CPA not required
• Demonstrated experience building financial models from scratch and using them to shape significant decisions
• Experience modeling the economics of a subscription or recurring-revenue product, including retention, renewal, and cost to serve
• Demonstrated ability to work with messy operational data from a CRM or similar system, including reconciling data, spotting double-counting/classification errors, and building repeatable processes so analyses can be refreshed reliably
• Working knowledge of nonprofit funding structures, including restricted and unrestricted funds, grant budgeting, and indirect cost recovery
• Experience presenting to executive teams and Boards
• Proficiency with Excel VBA and other data analysis tools
• Exceptional organizational skills and attention to detail
• Comfort working in a highly collaborative, fast-paced environment and working easily with people at all levels
• Self-starter able to work independently

Preferred Qualifications

• Experience with Salesforce, Centage, and Intacct

Compensation & Benefits

• Work model: Remote, full-time
• Benefits: Rich medical, dental, and vision insurance; 41 paid days off per year (prorated for the period in which you work); paid parental leave; professional development budget; quarterly cell phone subsidy
• Salary range: $100,000 - $135,000 (commensurate with experience)
• Higher cost of labor locations salary range: $115,000 - $150,000 for New York City, Boston, Los Angeles, San Francisco/Oakland, San Jose, Seattle, Washington DC, and their metro areas

Location

This is a fully remote role. Employees work from home, with occasional travel for in-person get-togethers and off-sites.

Work Authorization

Applicants must have valid U.S. work authorization that does not require visa sponsorship, now or in the future.