InStride
InStride is a tech-enabled services company that delivers workforce education solutions.

Director, Financial Planning & Analysis

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InStride is a public benefit company whose mission is to develop the workforce of the future by helping employers provide career-boosting education opportunities to their employees through a network of high-quality academic institutions. We believe the most enduring way for companies to achieve transformative business and social impact is by investing in their people.

 

Role Overview:

InStride is looking for an experienced Director of Financial Planning & Analysis (FP&A) to help build an efficient FP&A practice (people, processes, software tools, etc.) that can scale with our company. This role will drive the annual budget, support financial and operational close and reporting processes, and develop the long-range financial forecast. The Director of FP&A will partner with company leaders and team members to provide financial / analytical support and to influence decisions that enable the company to achieve its core mission. This person will be a dynamic leader who can build and lead a team, objectively research and analyze issues, and present recommendations in a way that elicits support and agreement from team members.

Responsibilities:

  • Own the annual budgeting process
  • Be responsible for the creation, consolidation and distribution of InStride's financial reports and critical metrics to leadership, the board of directors, partners, etc.
  • Support the monthly financial close process and the annual financial audit as required
  • Support the creation of executive, board of director, or other contributor analyses and presentations
  • Perform and distribute monthly, detailed budget vs. actual variance reports to each functional leader within the organization and help influence corrective action on under-performing investments and budget risks / over-runs
  • Own the development of the financial forecast model and partner with others across the organization to ensure that the modeling assumptions are reasonable and current
  • Provide analytical / decision support (return on investment, NPV, benchmarking, etc.) on key company decisions (partnerships, key customer contracts, M&A activities, etc.)
  • Build and maintain strong, cross-functional relationships with senior leadership across the business and be the go-to person / team for analytical support for each functional team
  • Approve department spending requests to ensure purchases are within approved budget limits
  • Identify trends and offer solutions to mitigate negative trends and (or) accelerate positive ones
  • Research, select, implement, and refine processes and systems to optimize the efficiency and performance of the FP&A team
  • Develop a deep understanding of the company’s markets, customers, and products in order to provide more relevant financial and analytical support to the organization
  • Perform ad hoc research, analysis, and reporting as required

Ideal Candidate

  • 6-8+ years of finance experience, preferably in a consulting firm or a high-growth technology company
  • Prior experience working for a private-equity backed company
  • Bachelor's degree in accounting, finance, economics or a similar field
  • MBA
  • Proven track record of achievement and delivering impactful results
  • Strong analytical and problem-solving skills and the ability to distill complex issues into simple, structured frameworks that can be clearly communicated to key leaders and partners inside and outside of the company
  • Extensive experience partnering with and influencing senior executives across multiple functions (sales, marketing, R&D, operations, etc.)
  • An innate curiosity to thoroughly analyze issues and to come forward with clear and simple recommendations for moving forward
  • Strong written and verbal communication skills
  • Proven ability working in a fast-paced, constantly evolving environment
  • Consistent track record identifying and pursuing problems regardless of the nature of the issue or the work required to get the job done
  • Knowledge of financial/accounting principles
  • Ability to work in a collaborative environment
  • Expertise in relevant systems to help streamline and automate the finance function (ERP, FP&A, Analytics, CRM, etc.)
  • Prior experience with NetSuite and Salesforce.com is a plus
  • Prior leadership and people management experience coaching, mentoring, and developing team members
  • Motivated by the challenge of building a best-in-class business that delivers not only growth, but also has a significant impact on society.
  • Ability to facilitate and enable people to collaborate with each other; and promote collaboration with partners e.g. with Universities, corporate clients and the team.
  • High EQ, comfort with ambiguity and a “no job too small” startup mentality.

If you are looking to apply for one of our Remote opportunities please know that InStride is only able to employ candidates from the following states.

California

Arizona

Washington

Texas

Massachusetts

Maryland

Michigan

Florida

New Jersey

Ohio

InStride is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, ethnicity, religious creed, color, national origin, ancestry, gender (including pregnancy, childbirth, or related medical conditions), gender identity, gender expression, sexual orientation, marital status, age, status as a protected veteran, status as an individual with a disability, medical condition, or any other category protected by applicable federal and state law, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance relating to an applicant's criminal history.

We will ensure that individuals with disabilities are provided a reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please discuss your requested accommodation with our HRBP.

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What are InStride Perks + Benefits

InStride Benefits Overview

We want InStriders to thrive and feel supported. Below are a few perks and benefits we are proud to offer our team. We are most proud of our Step Forward program, in which InStriders can enroll in any of the 2,300+ course and program offerings available through our academic network., and InStride pays 100% of their tuition upfront.

Culture
Volunteer in local community
Since InStriders are spread out across the U.S., InStriders volunteer with non-profit organizations in communities nationwide.
Partners with nonprofits
InStride partners with OneTen Coalition as an endorsed talent developer to provide education opportunities and career advancement for Black talent.
OKR operational model
Team based strategic planning
Pair programming
Open office floor plan
Employee-led culture committees
Hybrid work model
In-person all-hands meetings
Once a year, InStriders gather in person to learn about the company and each other through work and informal sessions.
Employee awards
Flexible work schedule
Remote work program
Currently, all InStride employees work remotely.
Diversity
Highly diverse management team
Our leadership team represents a wide variety of backgrounds, and our hiring practices encourage bringing in many unique and different perspectives to our work and our organization.
Mandated unconscious bias training
InStriders have access to Arizona State University's "To Be Welcoming" curriculum, which is intended to help individuals participate in open and honest conversations with those in our community.
Diversity manifesto
Hiring practices that promote diversity
We start by using Text.io to write job descriptions and job postings that attract as wide an array of candidates as possible. We look for ways candidates whose values match our own.
Health Insurance + Wellness
Flexible Spending Account (FSA)
InStride offers flexible spending accounts for healthcare and dependent care costs.
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
InStride has a number of programs to support wellness, from mental health services to a work-from-home stipend to set up an ergonomic home office.
Mental health benefits
Through InStride's health insurance benefits, InStriders have access to Brightline, Cleo, Headspace and Spring Health for emotional and psychological support.
Wellness days
InStride schedules regular Wellness Days, when the entire company shuts down, to promote a better work-life balance.
Financial & Retirement
401(K)
401(K) matching
Performance bonus
Child Care & Parental Leave
Childcare benefits
In addition to a dependent care FSA option, InStride offers caregiver subsidies through Helpr to help InStriders who serve as caregivers for loved ones.
Generous parental leave
Family medical leave
Return-to-work program post parental leave
Company sponsored family events
Fertility benefits
Family expansion benefits available through our health insurance benefit plans.
Vacation + Time Off
Unlimited vacation policy
Generous PTO
In addition to unlimited PTO, InStride has Wellness Days throughout the year when the office closes. This ensures that InStriders can enjoy time off without worrying about falling behind.
Paid holidays
Paid sick days
Company-wide vacation
InStride closes our offices between Christmas and New Year's Day to allow our team members time to spend with their families.
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Fitness stipend
Home-office stipend for remote employees
InStride provides all the necessary equipment to successfully work from home.
Mother's room
Professional Development
Job training & conferences
Tuition reimbursement
InStride covers 100% tuition upfront when you enroll in any of the 2300+ online courses offered by the institutions in our academic network. Learn new skills, earn a credential, or even a degree!
Lunch and learns
InStriders periodically host events to share information with their colleagues.
Promote from within
Continuing education stipend
InStride covers 100% tuition upfront when you enroll in any of the 2300+ online courses offered by the institutions in our academic network. Learn new skills, earn a credential, or even a degree!
Online course subscriptions available
Paid industry certifications

Additional Perks + Benefits

As part of our mission to enable lifelong learning, we provide full tuition coverage upfront for InStriders to earn a degree or credential from a university online within our network.

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