Sr. Analyst, Financial Planning & Analysis (FP&A)
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 a Senior Analyst, Financial Planning & Analysis (FP&A) to join a high-performing FP&A practice (processes, software tools, etc.) that can scale with our emerging, high growth company. This role will perform analysis and prepare reports to help support the annual budget process, support financial and operational close and reporting processes, and assist in putting together the financial forecast. The ideal candidate will be able to partner with leaders and team members to provide financial / analytical support and to influence key decisions that enable the company to achieve its core mission and improve enterprise value. This candidate will be a dynamic individual who can objectively research and analyze sophisticated issues and present recommendations in a clear and simple way to elicit support from other team members.
This position will report to the Director, Strategy & FP&A.
Responsibilities
- Assist in updating the long-range financial forecast model and partner with other teams across the organization to ensure that the modeling assumptions are reasonable and current
- Help drive the annual budgeting process for functional areas
- Assist in the creation, consolidation and distribution of monthly reports and critical metrics to key partners
- Build and manage relationships across the business and be the POC for analytical support for assigned teams
- Support the monthly financial close process and the annual financial audit as required
- Build slides for executives, the board of directors, or other presentations
- Provide decision support (return on investment, NPV, benchmarking, etc.) on company decisions (partnerships, customer contracts, M&A activities, etc.)
- Perform detailed budget vs. actual variance reports to each functional leader within the organization and support in presenting/distributing
- Identify trends and offer solutions to mitigate negative trends and (or) accelerate positive ones
- Help research, select, implement, and refine processes and systems to optimize the efficiency and performance of the FP&A team
- Develop an understanding of the markets, customers, and products in order to provide more substantial financial and analytical support to the organization
- Perform ad hoc research, analysis, and reporting as required
Ideal Profile
- 4+ years of finance experience, preferably in a high-growth technology company or consulting firm
- Prior experience working for a private-equity backed company
- Bachelor's degree in accounting, finance, economics or a similar subject area
- Proven track record of achievement and delivering impactful results
- Strong background in financial analysis with strong problem-solving skills
- Consistent track record to distill issues into simple, structured frameworks that can be clearly communicated to key leaders and partners inside and outside of the company
- Experience partnering with leaders across sales, marketing, R&D, operations, etc.
- A curiosity and aim to thoroughly analyze issues and to come forward with clear recommendations for moving forward
- Strong communication skills, including the ability to communicate effectively with individuals at all levels of the organization
- Proven ability in a fast-paced environment
- Ability to identify and enthusiastically tackle problems regardless of the nature of the issue or the work required to get the job done
- Validated knowledge of financial/accounting principles
- Ability to work in a collaborative and team-centric organization
- Experience working in key systems to help improve and automate the finance function (ERP, FP&A, Analytics, CRM, etc.)
- Prior experience with NetSuite and Salesforce.com is a plus
- Motivated by the challenge of building an outstanding business that delivers not only high revenue growth, but also has a significant impact on society
- Ability to collaborate across teams internally and 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
New Hampshire
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.