Financial Analyst

About the Role

As a Financial Analyst, you’ll turn complex financial and operational data into accurate, reliable reporting and meaningful insights that help leaders understand how our partner programs are performing. You’ll play an important role in monthly reporting, forecasting, and planning by building financial models, identifying and resolving data discrepancies, and ensuring leaders have timely information they can trust. Through strong analytical thinking, attention to detail, and a continuous improvement mindset, you’ll help strengthen our reporting processes and support informed business decisions.

Responsibilities

• Consolidate and aggregate data from multiple source systems to complete standard monthly operational reporting.
• Prepare and deliver the monthly SSOT (Single Source of Truth) reporting package accurately and on time.
• Prepare and deliver monthly Flash reports that give leadership a timely read on business performance.
• Build and maintain financial models, analyzing key drivers, trends, and variances to support forecasting, planning, and partner and program performance analysis.
• Reconcile data across systems and reports to ensure consistency and accuracy of reporting outputs.
• Develop proficiency in Planful and other FP&A reporting software to support planning and reporting cycles.
• Partner with Finance & Analytics team members to support monthly and quarterly close and reporting processes.
• Proactively identify and resolve reporting and data issues, partnering with appropriate stakeholders when cross-functional resolution is required.
• Conduct ad hoc financial and operational analysis for Finance leadership, synthesizing data into clear insights that support decision-making.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field, or equivalent experience.
• Experience consolidating and aggregating data to support financial or operational reporting.
• Strong proficiency in Excel, with the ability to build and maintain financial models.
• Strong attention to detail and the ability to manage multiple deadlines in a fast-paced environment.

Preferred Skills

• Experience with FP&A or reporting software such as Planful.
• Familiarity with SQL or data platforms such as Databricks.
• Experience in higher education, ed-tech, or a related industry.

Success Metrics

• Timeliness and accuracy of monthly SSOT and Flash reporting deliverables.
• Reliability and quality of the financial models you build and maintain.
• Growth in proficiency with Planful and other reporting tools over time.