Senior Financial Analyst

Overview

This role supports building and scaling the organization’s FP&A practices across a multi-entity, acquisitive education services platform. The position reports to the CFO and works closely with the Controller, Sales, and Delivery leadership across the organization and acquired entities.

This is a remote, individual-contributor role today with a path to leading a team as the platform scales.

Responsibilities

Planning, Forecasting & Cash Management

• Contribute to the annual planning process and drive monthly forecasts at both the entity and consolidated level, including intercompany eliminations
• Build and maintain a driver-based rolling 12–18 month forecast and a 13-week cash flow forecast

Revenue, Margin & Performance Reporting

• Support the development, reporting, and benchmarking of key corporate operational metrics across weekly, monthly, and quarterly cadences
• Own and streamline revenue forecasting and margin reporting at the project, engagement, client, and entity level
• Analyze variances between actual and expected results and provide insights
• Create, maintain, and provide visibility for key performance metrics, including:
  • Gross and net revenue retention
  • Logo and dollar churn
  • Renewal and expansion rates
  • Bookings-to-revenue conversion
  • Deferred revenue and backlog roll-forward
• Build services and project-level margin reporting, including:
  • Delivery gross margin by engagement and district
  • Consultant utilization and realization
  • Bill rate versus cost rate
  • Cost-to-serve per district

Sales & Pipeline Analytics

• Partner with Sales leadership on sales efficiency modeling and analysis, including:
  • Pipeline coverage and stage conversion
  • Win rate and sales cycle
  • Quota capacity and ramped-rep productivity
  • CAC, CAC payback, and LTV/CAC

Board, Sponsor & Investor Reporting

• Prepare monthly and quarterly board, sponsor, and lender reporting packages, including KPI reporting and debt covenant compliance tracking
• Lead recurring analysis of revenue and recurring revenue performance, profitability, sales pipeline, and delivery capacity

M&A Integration & Continuous Improvement

• Identify business improvement opportunities using data-driven analysis with linkage to causality
• Track post-close synergy realization against the deal thesis and stand up each acquired entity in the budget, forecast, and reporting architecture
• Partner with Accounting on opening balance sheet and purchase accounting inputs, and on harmonizing chart of accounts and cost centers across entities

Data Infrastructure & Ad-Hoc Analysis

• Lead finance data rigor and discipline by establishing a single source of truth across the ERP, CRM, and project accounting systems
• Document and enforce consistent metric definitions so numbers reconcile across teams, and track forecast accuracy over time
• Build self-service dashboards that provide leadership direct access to their numbers
• Serve as the go-to resource for ad-hoc analyses, financial modeling, and special projects as needed

Requirements

• 5–8 years of relevant experience in financial planning and analysis, with strong quantitative and qualitative analysis skills
• Demonstrated ability to work with large amounts of data and translate findings into meaningful metrics and recommendations to improve performance
• Ability to synthesize financials and KPIs in simple business terms and turn conclusions into actionable stories
• Strong business acumen with the ability to understand and analyze key performance drivers, draw conclusions, and recommend next steps
• Advanced Excel skills, including proficiency creating and maintaining financial models (three-statement, consolidation, and scenario models)
• Working fluency with an ERP, a CRM (Salesforce), and a project accounting or PSA system; BI tools (Power BI or Tableau) and SQL a plus; proficient using AI tools to accelerate analysis
• Track record of taking initiative and delivering results
• Highly curious and inquisitive—push past initial answers to reach root cause, and does not stop at “what the number is” without understanding “why”
• Comfortable challenging assumptions with data, including upward, using judgment and respect
• Uncompromising integrity with numbers—prefer surfacing issues early rather than defending figures that do not hold
• Strong professional presence; presents cleanly and confidently to stakeholders
• Low ego and hands-on approach; thrives in a lean team, ambiguous problems, and fast-changing priorities
• Excellent organizational skills and attention to detail
• Bachelor’s degree in Accounting, Finance, or related field required
• Background check required

Preferred Qualifications

• Experience in a private equity-backed, multi-entity, or acquisitive environment strongly preferred
• Public accounting, transaction advisory, investment banking, or consulting background a plus
• Experience in a professional services or project-based business, and with subscription or recurring revenue models, strongly preferred

Compensation & Benefits

• Salary is competitive and commensurate with experience
• 401(k) and health insurance benefits offered
• Full-time employees receive 6 weeks of PTO per year

Location & Work Schedule

• Remote position
• Full-time, exempt
• Standard work hours: Monday – Friday, 8 a.m. – 5 p.m. (additional hours as necessary)

Equal Employment Opportunity

This employer is an equal opportunity employer and does not tolerate discrimination against employees or applicants because of age, race, sex, color, religion, national origin, ancestry, citizenship, marital status, physical or mental disability, medical condition, veteran status, sexual orientation, or any other protected class.

Reasonable accommodations are available for applicants and employees with disabilities. If an accommodation is required during the application or interview process, request assistance from HR.