Sr. Financial Planning Analyst

Job Description

As a Senior Financial Planning Analyst, you will be a vital member of the Finance team, supporting strategic resourcing decisions for our growing national network of Montessori-inspired preschools. You will manage the financial rhythms of our growing organization, including annual planning and regular forecasting. You will interact with a broad spectrum of talented business partners, providing analytical support to senior management, including timely and relevant insights for periodic business reviews.

You will have the opportunity to build out the financial planning and analysis reporting platform for our growing organization, driving report development and improvements while interacting with our cross-functional stakeholders.

You thrive in a dynamic startup environment, navigating ambiguity and competing priorities when needed. You are inspired by our mission to expand access to tuition‑free, high‑quality preschools in under‑resourced areas and ready to help us allocate our resources in the highest impact ways possible for children.

• Serve as a trusted business partner to organizational leaders, collaborating on projects to support strategic decision‑making and high‑impact growth
• Lead financial project manager on Finance related and/or sponsored initiatives, covering headcount, technology systems and applications, and other functional projects
• Create, maintain, and improve reports to support financial planning and analysis across the organization
• Compile and review the annual budget and quarterly forecasts, communicating results to the core business partners
• Build complex financial models to support the highest impact use of resources in service of our mission, presenting executive commentary to leadership
• Support weekly, monthly, quarterly, and annual business reviews
• Produce ad hoc reports and assist in various projects
• Collaborate with colleagues to build and improve the infrastructure and operating rhythms of the Financial Planning and Analysis team
• Present ad hoc business analyses, presentations, and recommendations to all levels of leadership

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.

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• Bachelor’s degree in finance, accounting, business, or a similar discipline with an analytical bias
• Experience with Financial Planning software solutions (preferably Vena, Planful, Hyperion Essbase)
• Five or more years of relevant professional experience
• Demonstrated financial acumen and analytical experience delivering forecasting, budgeting, variance analysis, and interpretations of results that are grounded in data
• Proficiency in Excel (macros, index match, conditional list, arrays, pivots, lookups)
• Track record of experience analyzing large volumes of complex data and presenting findings to senior management and related business partners
• Strong oral and written communication skills, with the ability to tailor communications to various levels of management
• Comfort and confidence leveraging analytics and data visualization software (i.e., Power BI, Tableau, etc.)
• Experience with SQL / database management
• Master's degree in a relevant field or discipline
• Familiarity with concepts of U.S. Generally Accepted Accounting Principles (GAAP)