Senior Financial Analyst, Financial Planning & Analysis

Overview

This role supports the financial performance and strategic growth of a multi-campus network of private middle and high schools (grades 4–12). The Senior Financial Analyst, FP&A provides financial analysis, forecasting, budgeting, reporting, and operational insights across assigned schools, regions, or corporate functions.

The position partners with school leaders, regional and corporate operations, accounting, and executive leadership to translate financial and operational data into actionable insights that support informed decision-making, improved profitability, and an exceptional student and family experience.

Responsibilities

Financial Planning, Budgeting & Forecasting

• Support the annual budgeting process, periodic forecasts, and long-range financial planning for assigned schools, regions, or corporate functions.
• Develop and maintain financial models to project revenue, operating expenses, payroll, and profitability.
• Analyze actual results against budget, forecast, and prior-year performance, identifying key variances, trends, risks, and opportunities.
• Prepare monthly and quarterly financial reporting packages, management presentations, and supporting analyses.
• Assist in developing revenue and expense assumptions based on enrollment trends, staffing plans, tuition rates, school capacity, and operational initiatives.
• Maintain accurate, timely, and consistent financial forecasts by incorporating updated business assumptions and actual results.

Revenue & Operational Analysis

• Analyze revenue performance across same-school and total-revenue populations, including month-to-date, year-to-date, and forecast results.
• Evaluate key revenue drivers, including student enrollment, new student starts, retention, student schedules, session volume, tuition rates, and school capacity.
• Develop revenue bridge analyses to explain changes between budget, forecast, and prior-year results.
• Monitor operational KPIs, including enrollment, teacher utilization, scheduling efficiency, student retention, and revenue per session.
• Partner with school and regional leadership to understand performance trends, evaluate business opportunities, and identify potential revenue growth.
• Analyze the financial impact of new school openings, school closures, changes in enrollment, and other strategic initiatives.

Expense, Payroll & Profitability Analysis

• Analyze operating expenses, payroll, staffing levels, and labor trends to identify risks and opportunities.
• Monitor campus-level P&L performance and evaluate key drivers of operating income and profitability.
• Review labor and non-labor expenses against budget and forecast, investigating significant variances and recommending corrective actions where appropriate.
• Partner with operational leaders to evaluate staffing requirements, teacher utilization, scheduling decisions, and resource allocation.
• Identify opportunities to improve operating efficiency while maintaining the quality of the student and family experience.
• Develop financial analyses and scenario models to assess the impact of business decisions on school and organizational profitability.

Reporting, Analytics & Financial Systems

• Assist with the development and enhancement of recurring financial reports, dashboards, KPI scorecards, and management presentations.
• Use financial systems and analytical tools to improve reporting accuracy, efficiency, and visibility into business performance.
• Utilize advanced Excel, financial planning systems, and business intelligence tools to consolidate data, build models, automate reporting, and identify trends.
• Support the integration of accounting actuals with financial forecasts and management reporting.
• Identify opportunities to streamline financial processes, standardize reporting, and improve data quality.
• Assist with financial system enhancements, reporting implementations, and continuous improvement initiatives.

Business Partnership & Strategic Support

• Serve as a trusted financial partner to school leaders, regional operations, corporate departments, and senior finance leadership.
• Translate complex financial information into clear, concise insights and recommendations for non-financial stakeholders.
• Prepare financial analyses and presentations to support strategic planning, resource allocation, and operational decision-making.
• Collaborate with Accounting to ensure financial results are understood, reconciled, and reflected accurately in forecasts.
• Proactively identify emerging financial risks, performance opportunities, and areas requiring additional analysis.
• Support ad-hoc financial requests, special projects, and strategic initiatives as the organization evolves.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 5+ years of experience in FP&A, financial analysis, budgeting, forecasting, or a related finance role.
• Experience supporting a multi-location, multi-unit, or operationally complex organization preferred.
• Experience with P&L analysis, financial modeling, variance analysis, and management reporting.
• Experience partnering with operational leaders and presenting financial information to non-financial stakeholders.

Technical Skills

• Advanced Microsoft Excel skills, including complex formulas, financial modeling, PivotTables, and data analysis.
• Experience with financial planning and reporting systems such as Anaplan, Workday Adaptive Planning, NetSuite, Oracle, or comparable platforms.
• Experience with business intelligence and visualization tools such as Power BI or Tableau preferred.
• Proficiency in PowerPoint and the ability to develop clear, executive-ready financial presentations.
• Ability to work with large datasets, reconcile information across systems, and develop accurate, reliable reporting.

Core Competencies

• Strong analytical, quantitative, and problem-solving skills.
• Excellent attention to detail and commitment to financial accuracy.
• Ability to connect financial results with underlying operational drivers.
• Strong communication, presentation, and business-partnering skills.
• Ability to manage multiple priorities, meet deadlines, and adapt to changing business needs.
• Proactive approach to identifying process improvements and opportunities for greater efficiency.
• Ability to work independently, exercise sound judgment, and collaborate effectively across teams.

Preferred Qualifications

• Experience supporting a multi-location, multi-unit, or operationally complex organization.
• Experience with business intelligence and visualization tools such as Power BI or Tableau.

Compensation & Benefits

Pay Range

• USD $120,000.00 - USD $130,000.00 /Yr.

Benefits (Full-time employees)

• Medical, dental, and vision plans
• Vacation time (for certain positions) in accordance with company policy and state law
• Accident and life insurance, as well as short- and long-term disability

Additional benefits (full-time and part-time employees, generally)

• Sick time and paid holidays in accordance with company policy
• 401(k) plan with company match, based on eligibility
• Tax-advantaged commuter benefits
• Employee assistance program

Variable bonus

• This position may also be eligible to receive a variable bonus based on company, team, and/or individual performance results in accordance with company policy (if applicable, more information will be provided at offer).

Location

• Florida residents require level 2 background screening.

Work Authorization

• Employment is contingent upon authorization to work in the United States.
• The employer does not provide visa sponsorship for this role.

Background Screening / Criminal History

• Qualified applicants who have access to or contact with students or the public, who are responsible for the safeguarding of others’ well-being, and who work with little supervision in close proximity to others will be required to complete a criminal history check once a contingent offer of employment is made.
• Applicants with arrest or conviction records will be considered for employment in accordance with local law; criminal convictions do not automatically disqualify employment.