Edtech.com's Summary

Vista Higher Learning is hiring a Financial Analyst. The role involves providing financial and business support by analyzing data, forecasting trends, preparing reports, and evaluating business performance to drive strategic planning and operational efficiency.

Highlights

Support strategic planning, budgeting, and financial decision-making through modeling and scenario analysis.
Develop budgets, rolling forecasts, and analyze business performance with variance and root-cause analysis.
Prepare financial presentations and dashboards for senior management and stakeholders.
Collaborate cross-functionally to align financial plans with operational goals and support business case development.
Lead small to mid-sized projects ensuring quality and deadlines.
Proficient in Microsoft Excel, financial reporting and accounting platforms, ERP systems, and productivity tools like Microsoft Office and Google Workspace.
Minimum qualification: Bachelor's degree in accounting or finance with 3+ years' FP&A or corporate Financial Analyst experience.
Experience with financial statements, financial modeling, ratio analysis, variance analysis, and accounting standards (GAAP, IFRS).
Preferred experience with MS Great Plains, QuickBooks, NetSuite, and in education or publishing industries.
Salary range of $65,000 to $80,000 annually, plus eligibility for annual incentive based on performance.

Financial Analyst Full Description

Financial Analyst

Finance & AccountingHybrid Remote, Boston, Massachusetts Massachusetts

Description

WHO ARE YOU? You are a financial analyst who leverages your FP&A expertise to uncover valuable insights, using data to help drive business growth. You are also highly detail-oriented and an effective communicator, able to translate complex financial information into clear, actionable recommendations.

WHO ARE WE? We are passionate, innovative, lifelong learners, and creative thinkers working to develop culturally authentic language learning products for K-12 schools and universities.

WHAT IS THIS ROLE ABOUT? As a Financial Analyst here at VHL, you will help provide timely, value-added financial, business support and analysis to the organization by analyzing financial data, forecasting trends, preparing reports, and evaluating business performance. Working closely with the Financial Manager and stakeholders, your insights into budgets, investments, and financial risks, will help to ensure alignment with organizational goals, drive strategic planning and operational efficiency.

IN THIS ROLE YOU WILL:

Strategic Planning, Budgeting & Decision Making

Support strategic planning and investment decisions through financial modeling, scenario analysis, and sensitivity testing.
Contribute to the development and refinement of budgets, rolling forecasts, and long-term financial plans.
Evaluate financial implications of business initiatives, pricing strategies, and operational changes and provide variance analysis with root-cause insights to support business performance improvement.
Assist in documenting key assumptions and methodologies used in financial models to support transparency and review.
Proactively identify opportunities for improvement, anticipate potential challenges and work independently to address them.

Reporting, Dashboards & Performance Analysis

Assist in preparing clear, concise financial presentations and dashboards for senior management and stakeholders.
Effectively gather, structure, and interpret moderately complex financial data, identify patterns and inconsistencies and translate into actionable insights and visualizations to support storytelling in reports.
Develop standardized templates and automate reporting processes where possible to enhance efficiency.
Track and analyze key metrics such as revenue growth, margin trends, cost drivers, and ROI to assess business health.
Support the design and continuous refinement of performance scorecards or KPIs dashboards.
Apply logical reasoning and attention to detail to support decision-making and contribute to problem-solving efforts.

Collaboration & Cross-functional Work

Collaborate with cross-functional teams to align financial plans with operational goals and project timelines.
Participate in business case development with other departments, providing financial input on feasibility and ROI.
Ensure adherence to internal financial policies and procedures, as well as external audit and regulatory requirements.
Lead small to mid-sized projects or workstreams with minimal oversight.
Plan and prioritize tasks, coordinate with stakeholders, manage risks, and ensure projects meet quality standards and deadlines.

YOU MUST HAVE (MINIMUM REQUIRED SKILLS & EXPERIENCE):

Bachelor’s degree in accounting or finance
3+ years of work experience in a corporate Financial Analyst or FP&A role
Financial Reporting and Analysis Experience
Solid foundation in FP&A, financial reporting and analysis, with the ability to interpret and synthesize key financial metrics
Proficient in preparing and analyzing financial statements, including income statements, balance sheets, and cash flow statements
Skilled in building and refining financial models and conducting scenario analyses to support planning and decision-making
Capable of performing ratio analysis to evaluate liquidity, profitability, and solvency metrics
Working knowledge of accounting standards (e.g., GAAP, IFRS), including journal entries, accruals, and revenue recognition practices
Able to conduct variance analysis, identify performance drivers, and assist in developing accurate forecasts and budgets
Financial Acumen
- Capable of independently analyzing financial data to uncover trends, assess performance, and highlight opportunities for cost optimization or revenue growth
- Apply solid understanding of financial principles to support departmental goals and contribute to strategic discussion
- Prepare clear, concise financial reports and presentations to communicate findings and recommendations to managers and stakeholders
- Support budgeting, forecasting, and variance analysis processes, ensuring accuracy and timeliness of financial information
Technical Skills
Proficient in financial and accounting platforms
Familiar with ERP systems
Strong Microsoft Excel capabilities, including pivot tables, charting, conditional formatting, data validation, and lookup functions
Skilled in using productivity tools such as Microsoft Office and Google Workspace
Effective in leveraging digital communication and collaboration platforms to support team and project efficiency

IDEAL IF YOU HAVE or ARE (PREFERRED SKILLS & EXPERIENCE):

Familiarity with MS Great Plains (GP)
Hands-on experience working with QuickBooks, NetSuite or similar
Experience working for a US-based company
Experience working in the education, publishing or similar industry

LOCATION: Boston-Hybrid

Position requires current residence within the United States of America and willingness to work a Tuesday/Wednesday/Thursday in-office Hybrid schedule in our Boston, MA office location. Relocation assistance is not available.

SALARY: $65k-$80k annual

This position is salaried and is eligible for an annual incentive based on employee and organizational performance.

-------------------------------------------------------------------------------------------

We are passionate, innovative, lifelong learners, and creative thinkers working to develop culturally authentic language learning products for K-12 schools and universities. Our benefits package includes life/health/dental/vision insurance, 401(k), educational assistance, commuter pass subsidies, generous employee referral bonuses, PTO and paid holidays.

Vista Higher Learning is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, age, color, religion, sexual orientation, gender identity, national origin, physical or mental disability, and/or protected veteran status or other characteristics protected by applicable law.

ACCESSIBILITY NOTICE: If you need a reasonable accommodation for any part of the employment process due to a physical or mental disability, please send an email to: disabilityaccommodations@vistahigherlearning.com

Links to OFCCP EEO POSTER & SUPPLEMENT: https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Link to the Vista Higher Learning Privacy Policy, including the California Consumer Privacy Notice: https://vistahigherlearning.com/privacy-policy

Original Job Description

Financial Analyst

Finance & AccountingHybrid Remote, Boston, Massachusetts Massachusetts

Description

WHO ARE WE? We are passionate, innovative, lifelong learners, and creative thinkers working to develop culturally authentic language learning products for K-12 schools and universities.

IN THIS ROLE YOU WILL:

Strategic Planning, Budgeting & Decision Making

Support strategic planning and investment decisions through financial modeling, scenario analysis, and sensitivity testing.
Contribute to the development and refinement of budgets, rolling forecasts, and long-term financial plans.
Evaluate financial implications of business initiatives, pricing strategies, and operational changes and provide variance analysis with root-cause insights to support business performance improvement.
Assist in documenting key assumptions and methodologies used in financial models to support transparency and review.
Proactively identify opportunities for improvement, anticipate potential challenges and work independently to address them.

Reporting, Dashboards & Performance Analysis

Assist in preparing clear, concise financial presentations and dashboards for senior management and stakeholders.
Effectively gather, structure, and interpret moderately complex financial data, identify patterns and inconsistencies and translate into actionable insights and visualizations to support storytelling in reports.
Develop standardized templates and automate reporting processes where possible to enhance efficiency.
Track and analyze key metrics such as revenue growth, margin trends, cost drivers, and ROI to assess business health.
Support the design and continuous refinement of performance scorecards or KPIs dashboards.
Apply logical reasoning and attention to detail to support decision-making and contribute to problem-solving efforts.

Collaboration & Cross-functional Work

Collaborate with cross-functional teams to align financial plans with operational goals and project timelines.
Participate in business case development with other departments, providing financial input on feasibility and ROI.
Ensure adherence to internal financial policies and procedures, as well as external audit and regulatory requirements.
Lead small to mid-sized projects or workstreams with minimal oversight.
Plan and prioritize tasks, coordinate with stakeholders, manage risks, and ensure projects meet quality standards and deadlines.

YOU MUST HAVE (MINIMUM REQUIRED SKILLS & EXPERIENCE):

Bachelor’s degree in accounting or finance
3+ years of work experience in a corporate Financial Analyst or FP&A role
Financial Reporting and Analysis Experience
Solid foundation in FP&A, financial reporting and analysis, with the ability to interpret and synthesize key financial metrics
Proficient in preparing and analyzing financial statements, including income statements, balance sheets, and cash flow statements
Skilled in building and refining financial models and conducting scenario analyses to support planning and decision-making
Capable of performing ratio analysis to evaluate liquidity, profitability, and solvency metrics
Working knowledge of accounting standards (e.g., GAAP, IFRS), including journal entries, accruals, and revenue recognition practices
Able to conduct variance analysis, identify performance drivers, and assist in developing accurate forecasts and budgets
Financial Acumen
- Capable of independently analyzing financial data to uncover trends, assess performance, and highlight opportunities for cost optimization or revenue growth
- Apply solid understanding of financial principles to support departmental goals and contribute to strategic discussion
- Prepare clear, concise financial reports and presentations to communicate findings and recommendations to managers and stakeholders
- Support budgeting, forecasting, and variance analysis processes, ensuring accuracy and timeliness of financial information
Technical Skills
Proficient in financial and accounting platforms
Familiar with ERP systems
Strong Microsoft Excel capabilities, including pivot tables, charting, conditional formatting, data validation, and lookup functions
Skilled in using productivity tools such as Microsoft Office and Google Workspace
Effective in leveraging digital communication and collaboration platforms to support team and project efficiency

IDEAL IF YOU HAVE or ARE (PREFERRED SKILLS & EXPERIENCE):

Familiarity with MS Great Plains (GP)
Hands-on experience working with QuickBooks, NetSuite or similar
Experience working for a US-based company
Experience working in the education, publishing or similar industry

LOCATION: Boston-Hybrid

SALARY: $65k-$80k annual

This position is salaried and is eligible for an annual incentive based on employee and organizational performance.

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Financial Analyst

Edtech.com's Summary

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