Overview
A fast-growing education technology organization is seeking a Senior FP&A Analyst to join a lean, dynamic Finance team. This role is integral to the business, responsible for owning core financial planning processes, enhancing data quality, and delivering actionable insights to support company-wide decision-making. The position involves building a scalable FP&A function encompassing forecasting, scenario planning, KPI development, and go-to-market analytics.
Preference for candidates based in the Eastern Time zone or those able to work Eastern Time hours.
Responsibilities
- Own and maintain the corporate operating model, ensuring alignment across bookings, revenue, and cash flow
- Manage the company’s cash flow forecast and liquidity planning with clear visibility into drivers and risks
- Lead the rolling forecast process, including monthly budget versus actual analysis and clear communication of drivers, risks, and opportunities
- Develop and maintain scenario analyses to support strategic decisions such as growth, hiring, pricing, and cost structure
- Collaborate closely with Sales and Revenue Operations teams to improve pipeline visibility, forecast accuracy, and overall go-to-market performance
- Translate pipeline, bookings, and customer data into actionable insights to inform forecasts and operating decisions
- Define, track, and continuously improve KPIs and dashboards across the business
- Support the monthly close process in partnership with Accounting to ensure consistency between actuals and forecast inputs
- Assist with commission modeling, plan validation, and payout accuracy
- Utilize AI and automation tools to enhance forecasting speed, quality, and scalability
- Deliver high-quality ad hoc analyses to support leadership and Board-level discussions
Qualifications
- 5+ years of experience in FP&A, strategic finance, or related fields (investment banking or consulting backgrounds welcome)
- Advanced Excel skills, capable of building and maintaining complex, driver-based financial models from scratch
- Proven experience owning forecasting processes including operating models, cash flow, rolling forecasts, and scenario planning
- Strong understanding of pipeline and bookings data with the ability to translate into actionable forecasts
- Experience partnering with Sales and Revenue Operations to improve forecasting rigor and data quality
- Experience leveraging AI tools to improve productivity and analysis
- NetSuite experience is strongly preferred
- Experience in a high-growth technology environment is preferred
- Strong attention to detail with the ability to connect insights across the business
- Comfortable operating in ambiguous environments with a bias toward action and ownership
Preferred Attributes
- Takes full ownership of financial data end-to-end, beyond just reporting
- Acts as a strong business partner who can challenge assumptions and improve outcomes
- Possesses an operator mindset, focusing on data quality, process, and execution
- Demonstrates high accountability, low ego, and willingness to roll up sleeves
Compensation & Benefits
- Annual salary range: $128,000 - $152,000 USD or $110,000 - $132,000 CAD, plus equity
- Final offer depends on geographic location, experience, and other factors
- Comprehensive and competitive compensation package including health benefits, retirement plan, and stock options
- Generous paid parental leave
- Unlimited access to tutoring and educational support for employees' children
- Paid time off includes vacation days, sick days, statutory holidays, additional company days off, and a full week off from December 25 to January 1
- $500 stipend for workspace setup and $100 monthly stipends for ongoing workspace needs
Location
Remote-first position with preference for candidates in the Eastern Time zone or those able to work Eastern Time hours.