Senior Financial Analyst

engage2Learn’s Mission, Beliefs, and Cultural TenetsJob DescriptionSummarye2L is a private equity-backed, acquisitive education services platform — fast-paced, collaborative, and growing both organically and through acquisition. We are looking for a top-notch Senior Financial Analyst to be part of our great team. We have experienced rapid growth and now serve clients across many states, having served over 225 school districts over the last ten years. This growth has created an immediate need for a Senior Financial Analyst to be a key player in building out the FP&A practices in the areas of multi-entity annual planning and rolling forecasts, recurring revenue and retention metrics, project- and client-level margin analysis, sales efficiency and pipeline analytics, key leading indicators, operational drivers, cash forecasting, board and sponsor reporting, and M&A diligence and integration analysis. The Senior Financial Analyst reports to the CFO and will work closely with the Controller, Sales and Delivery leadership across the Company and its acquired entities. This is a remote, individual-contributor role today, with a path to building and leading a team as the platform scales. ResponsibilitiesPlanning, Forecasting & Cash ManagementBe a major contributor in the annual planning process and drive the monthly forecast at both the entity and consolidated level, including intercompany eliminationsBuild and maintain a driver-based rolling 12–18 month forecast and a 13-week cash flow forecastRevenue, Margin & Performance ReportingSupport the development, reporting and benchmarking of key corporate operational metrics in weekly, monthly and quarterly cadencesOwn and streamline the Company’s revenue forecasting and margin reporting at the project, engagement, client, and entity levelProvide analysis and insights into variances between actual and expected resultsCreate, 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, and deferred revenue and backlog roll-forwardBuild services and project-level margin reporting — delivery gross margin by engagement and district, consultant utilization and realization, bill rate versus cost rate, and cost-to-serve per districtSales & Pipeline AnalyticsPartner with Sales leadership on sales efficiency modeling and analysis — pipeline coverage and stage conversion, win rate and sales cycle, quota capacity and ramped-rep productivity, CAC, CAC payback, and LTV/CACBoard, Sponsor & Investor ReportingPrepare monthly and quarterly board, sponsor, and lender reporting packages, including KPI reporting and debt covenant compliance trackingSpearhead recurring analysis of revenue and recurring revenue performance, profitability, sales pipeline, and delivery capacityM&A Integration & Continuous ImprovementIdentify areas for business improvement by producing data-driven analysis with linkage to causalityTrack post-close synergy realization against the deal thesis and stand up each acquired entity in the budget, forecast, and reporting architecturePartner with Accounting on opening balance sheet and purchase accounting inputs, and on harmonizing chart of accounts and cost centers across entitiesData Infrastructure & Ad-Hoc AnalysisLead the data rigor and discipline of the finance function — establish 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 timeBuild self-service dashboards that give leadership direct access to their own numbersBe the go-to player for ad-hoc analyses, financial modeling, and special projects as neededSkills and Qualifications5–8 years of relevant work experience in financial planning and analysis, with strong quantitative and qualitative analysis skillsExperience in a private equity-backed, multi-entity, or acquisitive environment strongly preferred; public accounting, transaction advisory, investment banking, or consulting background a plusExperience in a professional services or project-based business, and with subscription or recurring revenue models, strongly preferredAbility to work with large amounts of data and to translate results into meaningful metrics and recommendations aimed at improving business performanceDemonstrated ability to synthesize financials and KPIs in simple business terms and turn conclusions into actionable storiesStrong business acumen, with a demonstrated ability to understand and analyze key performance drivers, draw conclusions, and recommend courses of actionAdvanced Excel skills, with proficiency creating and maintaining financial models including three-statement, consolidation, and scenario modelsWorking 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 analysisTrack record of taking initiative and delivering resultsHighly curious and inquisitive — pushes past the first answer to root cause and is not satisfied knowing what the number is without knowing whyComfortable challenging assumptions with data, including upward, and does so with judgment and respectUncompromising integrity with numbers; would rather surface an issue early than defend a figure that does not holdStrong professional presence — presents cleanly and confidently to stakeholdersLow ego and hands-on; thrives in a lean team, an ambiguous problem, and a fast-changing set of prioritiesExcellent organizational skills and attention to detail.Bachelor's degree in Accounting, Finance, or related field required; Background check will be required.Employment DetailsThis is a full-time, exempt position.This is a remote position.Standard work hours are Monday – Friday, 8 a.m. – 5 p.m. with additional hours as necessary.Salary is competitive and commensurate with experience.401(k) and health insurance benefits offered.Full-time employees receive 6 weeks of PTO per year.A Bachelor’s degree from an accredited university is required.Background check and drug screening will be required. Equal Employment Opportunity Policy Statemente2L is an equal opportunity employer and will not tolerate discrimination against any employee or applicant 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.The Company supports the practice of recruiting, hiring and promoting qualified individuals, as well as taking actions relating to compensation, benefits, reduction-in-force, training, etc., without regard to any status or condition protected by law, except in the case of a bona-fide occupational qualification.e2L is committed to providing reasonable accommodations to applicants and employees with disabilities. If you require an accommodation during the application or interview process, please contact [HR contact email or phone].