Finance & Operations Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Collaborate with teams throughout the organization to clarify business inquiries, pinpoint relevant data, and create actionable insights.

• Evaluate workload, service demand, staffing capabilities, costs, and process efficiency to aid in resource planning.

• Examine operational challenges and assess solutions related to staffing, processes, systems, or investments.

• Integrate financial and operational data to evaluate business needs, compare alternatives, and suggest subsequent steps.

• Detect trends, inefficiencies, and emerging issues.

• Generate financial reports and analyses of budget-to-actual variances.

• Assist in budgeting, forecasting, cash flow planning, and updates to financial models.

• Convert operational assumptions into financial projections.

• Create and sustain scenario models for assessing costs, trade-offs, and investments.

• Perform ad hoc analyses for planning and business decisions.

• Establish and track key performance indicators.

• Design and maintain reports and dashboards.

• Collect, validate, and reconcile data from various sources.

• Share findings and clarify recommended actions.

• Document data sources, assumptions, and reporting methodologies.

• Enhance workflows, minimize manual effort, and increase accuracy in data and reporting.

• Assist in the administration of financial and operational tools, including Ramp.

• Manage system users and access permissions.

• Document workflows and assist colleagues in utilizing systems and processes.

• Oversee analytical and process improvement projects from problem identification to implementation support.

• Prioritize tasks, monitor progress, and communicate dependencies or obstacles.

• Balance routine reporting and operational duties with new project initiatives.

• Identify issues, propose solutions, and keep stakeholders updated.

⛳️ Requirements

• A minimum of five years of pertinent experience in business analysis, operations analysis, financial planning and analysis, accounting, or a mix of related roles.

• Proven experience in analyzing business or operational inquiries across various functions and connecting results to financial or resource decisions.

• A solid understanding of financial analysis, including the interpretation of financial results and support for planning, forecasting, or modeling.

• Experience in identifying root causes, evaluating options, and recommending feasible improvements.

• Advanced skills in Microsoft Excel, including pivot tables, lookup functions, and complex formulas.

• Familiarity with ERP systems or other business platforms and the ability to integrate data from multiple sources.

• Experience in generating reports, monitoring performance metrics, or developing dashboards.

• Capability to independently manage projects, establish approaches, and execute without detailed guidance.

• Comfort in dealing with ambiguity, changing priorities, and evolving processes.

• Strong attention to detail and the ability to clearly communicate findings to both financial and non-financial audiences.

• Experience in a small or expanding organization, or in a role with wide-ranging responsibilities encompassing finance and operations.

• Familiarity with tools such as NetSuite, Ramp, Power BI, Tableau, or similar platforms.

• Experience supporting business system administration, user access, or process improvements.

• Experience in analyzing staffing capacity, service demand, or operational efficiency.

• Background in education, educational technology, or a SaaS business.

• Bachelor’s degree in any field, or equivalent practical experience. Relevant experience and demonstrated capabilities are valued irrespective of academic background.

🏝️ Benefits

• Competitive 401(k) plan with company matching.

• Comprehensive Medical, Dental, and Vision insurance coverage.

• Paid Time Off to encourage rest, renewal, and life outside of work.

• Employee Discount Program and partner savings opportunities.

• Continuous professional development and investment in learning.

• Wellness initiatives aimed at supporting physical, mental, and emotional health.

• Evolving benefits shaped by team member feedback and values.