Senior Financial Analyst, FP&A

Accountabilities:

Financial data management and reporting: Own financial data integrity, reporting structures, and recurring management reports, ensuring that information is accurate, consistent, and accessible to decision-makers.
Consolidate, reconcile, and validate financial and operational data from multiple sources, including ERP systems, billing platforms, e-commerce tools, and spreadsheets, to establish a reliable source of truth.
Design, maintain, and enhance financial dashboards and reporting packages that provide timely visibility into business performance, operating metrics, and financial trends.
Identify opportunities to standardize, document, and automate recurring reporting activities, improving accuracy, efficiency, and scalability across the organization.
Business analytics and financial modeling: Partner with business unit leaders to assess financial performance, profitability, margins, cost drivers, and key operating metrics across multiple entities.
Develop financial and operational models to evaluate strategic initiatives, pricing decisions, workforce planning, resource allocation, and other business opportunities.
Translate complex financial analyses into clear, concise, and actionable recommendations for senior leadership and non-financial stakeholders.
Monitor profit and loss (P&L) performance across business units, review monthly results, explain variances against budget and forecast, and identify emerging margin pressures or cost management opportunities.
Budgeting and forecasting: Lead or support the annual budgeting process, collaborating with department heads to develop realistic, well-supported budgets aligned with organizational priorities.
Manage periodic forecast updates by incorporating actual results, evolving business trends, operational assumptions, and changing financial conditions.
Conduct variance analyses comparing actual performance with budgets and forecasts, clearly communicating the underlying causes, implications, and recommended actions.
Cash flow and liquidity management: Build and maintain rolling cash flow forecasts covering short-term and long-term financial horizons.
Monitor actual cash performance against projections, identify potential liquidity risks or opportunities, and communicate significant changes to relevant stakeholders.
Support working capital analysis and liquidity planning to strengthen financial visibility and help ensure effective resource management.
Process improvement and technology: Leverage AI-powered tools to accelerate financial modeling, data cleansing, analysis, and variance commentary while independently validating outputs for accuracy and reliability.
Strengthen financial controls, reconciliation processes, and reporting standards to support reliable decision-making in a rapidly growing, multi-state environment.
Requirements:
Education: A bachelor's degree in finance or a related discipline is preferred.
Professional experience: Three to six years of experience in financial planning and analysis (FP&A), corporate finance, investment banking, or a comparable analytical finance role, ideally including ownership of at least one complete annual budgeting cycle.
Financial planning expertise: Strong understanding of budgeting, forecasting, financial modeling, variance analysis, cash flow forecasting, and financial performance management.
Financial reporting and accounting: Solid understanding of US Generally Accepted Accounting Principles (US GAAP), financial reporting practices, and the principles of data reconciliation and financial controls.
Technical proficiency: Strong Excel skills and practical experience working with financial data, building models, developing reporting packages, and maintaining dashboards.
Financial systems knowledge: Working knowledge of a major enterprise resource planning (ERP) or financial planning platform, such as NetSuite, SAP, Oracle, Workday Adaptive Planning, or Anaplan.
Data integration and analysis: Experience consolidating information across multiple, disconnected systems and transforming inconsistent datasets into accurate, standardized financial reports.
AI and automation: An interest in using AI tools to improve financial analysis, streamline data preparation, automate recurring tasks, and generate variance commentary, combined with the ability to verify outputs critically.
Business partnership: Strong commercial awareness and the ability to collaborate with business unit leaders, ask insightful questions, understand operational drivers, and translate financial findings into practical recommendations.
P&L management: Experience reviewing financial results across departments, business units, or multiple entities, identifying budget deviations, and monitoring profitability and cost performance.
Process improvement: A proactive, process-oriented mindset, with the ability to document workflows, strengthen controls, identify inefficiencies, and implement scalable solutions.
Communication skills: Excellent written and verbal communication skills, including the ability to explain financial concepts and present analytical findings clearly to senior leaders and non-financial audiences.
Attention to detail: Strong organizational skills and a commitment to accuracy, including the ability to identify inconsistencies, validate assumptions, and build reliable checks into financial workflows.
Autonomy and adaptability: Ability to manage competing priorities, work independently, and deliver results in a fully remote, fast-growing organization.
Additional industry experience: Experience in multi-unit or multi-state organizations is beneficial. Backgrounds in education, schools, membership-based organizations, or subscription businesses are particularly valuable.
Benefits:
Competitive annual salary: $85,000–$105,000, depending on experience and qualifications.
Healthcare coverage: Medical, dental, and vision benefits.
Retirement savings: A 401(k) plan with an employer match.
Paid time off: Paid time off to support personal well-being and work-life balance.
Remote work flexibility: A fully remote position based in the United States.
Professional growth: Opportunities to develop financial planning expertise, expand analytical capabilities, and take on increasing responsibility.
Strategic exposure: The opportunity to work closely with senior finance leadership and business unit leaders on budgeting, forecasting, and business performance.
Technology-driven environment: Opportunities to explore AI tools, financial automation, and scalable reporting solutions.
Meaningful impact: The chance to strengthen financial operations across a growing network of performing arts schools and businesses, helping support educators, artists, and local communities.
Collaborative culture: A people-first environment emphasizing respect, flexibility, shared purpose, and continuous improvement.