Portfolio Jobs

The role:

• The FP&A Analyst will join a tight-knit FP&A team that is committed to building out a best-in-class operational and analytical function.
• Reporting to the FP&A Manager, you will support all FP&A activities ranging from top-line and expense planning, capacity planning, analyzing and reporting against key metrics, board reporting, and ad-hoc analysis to support the business.
• In addition, you will support the Manager on all day to day budget and expense management, assist in forecasting and maintaining top-line metrics, and interface with business leaders to provide reporting and analysis as needed.
• You will prepare comprehensive financial reports, including variance analysis, financial trends, and key performance indicators (KPIs) to senior management.
• Finally, you will support the continuous improvement of monthly and quarterly and participate in process improvement initiatives to support our growth and efforts to scale as an FP&A team.

Why you’ll love this role:

• You will be a trusted advisor partnering across the organization, using your communication and analytical skills to deliver insights into the business that help drive results
• You’ll manage and enhance forecasting models to ensure we are striving for a high degree of accuracy, and perform analysis to help guide the business on key decisions
• You’ll have exposure to executive leadership in both finance and with business partners
• You will have an invaluable opportunity to participate in the digital transformation of the K-12 education market

Why you’re a great fit:

• You have 1+ years of FP&A experience, with an interest in being part of a high-growth SaaS environment
• You have experience and knowledge in several functions within Finance (budgeting, consolidation, performance reporting and financial analysis)
• Additionally, you have advanced skills in Excel and experience using financial systems, preferably Adaptive Insights
• You are well-versed in financial modeling and budget management, with the ability to identify key variance drivers and enhance forecasting models to predict the future with accuracy
• You are highly motivated, a team player, extremely detail-oriented and have a growth mindset

Base compensation: $70,000 - $78,000. Total compensation for this role also includes incentive stock options and benefits. This compensation range may be adjusted based on actual experience.