Senior Financial Analyst, Financial Planning & Analysis

Overview

This role provides financial analysis, forecasting, budgeting, reporting, and operational insights for a multi-campus organization serving students in grades 4–12. The Senior Financial Analyst, FP&A partners with school leadership, regional and corporate operations, accounting, and executive leadership to translate financial and operational data into actionable recommendations that support informed decision-making and improved profitability.

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, investigate significant variances, and recommend corrective actions.
• 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 in developing and enhancing recurring financial reports, dashboards, KPI scorecards, and management presentations.
• Leverage financial systems and analytical tools to improve reporting accuracy, efficiency, and visibility into business performance.
• Use 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.

Preferred Qualifications

• Experience with business intelligence and visualization tools such as Power BI or Tableau.

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.
• 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.

Measures of Success

• Accurate and timely budgets, forecasts, and financial reporting.
• Improved visibility into school-level revenue, expenses, and profitability.
• Clear explanations of financial variances and changes in business performance.
• Reliable reporting of enrollment, staffing, utilization, and other operational KPIs.
• Strong partnerships with school and regional leadership.
• Identification of actionable opportunities to improve financial performance and operational efficiency.
• Continuous improvement in financial models, reporting processes, and decision-support tools.
• Florida residents require level 2 background screening.

Compensation & Benefits

Pay Range

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

Benefits

This role may offer a package for full-time employees which generally includes:

• 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

In addition, full-time and part-time employees can generally participate in:

• 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

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.

Location & Work Authorization

• Employment is contingent upon authorization to work in the United States. Visa sponsorship is not provided for this role.

Background Screening & Equal Opportunity

• Qualified applicants who have access to or contact with students or the public, who are responsible for safeguarding 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.
• Criminal convictions do not automatically disqualify employment; consideration is based on the nature and gravity of the offense, length of time since conviction, and the nature of the job in question.

Equal Opportunity

• All qualified applicants will receive consideration for employment without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, or sex.