Overview
This role involves turning complex financial and operational data into accurate, reliable reporting and meaningful insights. You will support monthly reporting, forecasting, and planning by building financial models, identifying and resolving data discrepancies, and ensuring leadership has timely information they can trust.
Responsibilities
- Consolidate and aggregate data from multiple source systems to complete standard monthly operational reporting.
- Prepare and deliver the monthly SSOT (Single Source of Truth) reporting package accurately and on time.
- Prepare and deliver monthly Flash reports to provide leadership with a timely read on business performance.
- Build and maintain financial models, analyzing key drivers, trends, and variances to support forecasting, planning, and partner and program performance analysis.
- Reconcile data across systems and reports to ensure consistency and accuracy of reporting outputs.
- Develop proficiency in Planful and other FP&A reporting software to support planning and reporting cycles.
- Partner with Finance & Analytics team members to support monthly and quarterly close and reporting processes.
- Proactively identify and resolve reporting and data issues, partnering with appropriate stakeholders when cross-functional resolution is required.
- Conduct ad hoc financial and operational analysis for Finance leadership, synthesizing data into clear insights that support decision-making.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field, or equivalent experience.
- Experience consolidating and aggregating data to support financial or operational reporting.
- Strong proficiency in Excel, with the ability to build and maintain financial models.
- Strong attention to detail and the ability to manage multiple deadlines in a fast-paced environment.
Preferred Qualifications
- Experience with FP&A or reporting software such as Planful.
- Familiarity with SQL or data platforms such as Databricks.
- Experience in higher education, ed-tech, or a related industry.
Compensation & Benefits
- Equal-opportunity employer.
- Supports a diverse and inclusive workforce.
Location