Financial Analyst

Overview

This Financial Analyst role supports comprehensive financial analysis, reporting, budgeting, and forecasting across multiple campuses. The position partners with cross-functional teams to use data insights to inform business decisions. Strong analytical skills and advanced Excel proficiency are essential, along with experience building financial models and producing reporting.

Responsibilities

• Develop and participate in monthly budget creation and reforecasting for multiple campuses
• Create and distribute regular financial reports and analyses
• Analyze budget data to identify trends, insights, and opportunities for improvement
• Design and perform analysis on company key performance indicators (KPIs)
• Compile month-end reporting and quarterly materials for the Board of Directors and internal stakeholders
• Conduct return on investment (ROI) analyses for company initiatives and assess alignment with targets
• Provide actionable recommendations based on projected ROI and variance analysis
• Create clear, concise presentations tailored to mixed audiences, including senior leadership and operational teams
• Collaborate with business partners, technology, and modeling teams to evaluate new data sources and analytical tools
• Partner with stakeholders to develop business plans and implement new program designs
• Identify expense opportunity areas and recommend changes or improvements
• Perform other duties as assigned to support financial operations and strategic goals

Requirements

• Bachelor’s degree in Finance, Accounting, or a related field (required)
• Minimum of five (5) years of experience in finance and/or accounting (required)
• Proven experience in data analysis and data visualization (required)
• Exceptional financial acumen and expertise in business analytics
• Strong presentation skills with the ability to communicate complex financial information clearly
• Excellent verbal and written communication skills
• Proficiency in Microsoft Office Suite, with advanced Excel skills
• Ability to make recommendations based on analysis of existing systems and imperfect information
• Strong problem-solving, decision-making, and judgment capabilities

Preferred Qualifications

• Three (3) years of progressive responsibility experience in profit and loss (P&L) reporting (preferred)
• Broad knowledge of P&L management, building ad-hoc reports and financial models (preferred)
• Experience in staff level and labor metrics analysis (preferred)

Compensation & Benefits

• Tuition waiver available after six months of employment for employees and their immediate family at UTI and Concorde campuses
• Competitive paid time off programs including vacation, sick leave, and flexible time off
• Retirement matching with 50% match on the first 6% of employee contributions after 90 days
• Four weeks of paid parental leave for both birthing and non-birthing parents
• Comprehensive health, vision, and dental insurance coverage for employees and dependents
• Pet insurance coverage through ASPCA for employees’ pets
• Health plan enrollment eligibility starting the first of the month following one full month of employment
• Remote work designation with required technical standards for participation
• Overnight travel requirements up to 5%

Equal Opportunity

The organization is an equal opportunity employer and is committed to creating an inclusive environment where all employees and applicants receive fair treatment regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic.