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Apple Montessori Schools

Financial Analyst, FP&A

🇺🇸 Remote - Westfield, NJ 🕑 Full-Time 💰 $75K 💻 Finance 🗓️ June 24th, 2026

Edtech.com's Summary

Apple Montessori Schools is hiring a Financial Analyst, FP&A to join their Finance team. The role involves supporting budgeting, forecasting, financial modeling, and reporting activities to drive strategic decisions and support multi-site operations.

Highlights
  • Support annual operating and capital budget processes, including data consolidation across multiple locations.
  • Maintain and update 5-year financial plans aligned with strategic goals and private equity sponsor requirements.
  • Develop pro forma financial models for new schools, acquisitions, expansions, and pricing scenarios.
  • Perform scenario and sensitivity analyses for investment and capacity decisions.
  • Support month-end close with variance analysis against budgets and forecasts.
  • Prepare board materials, management reports, and ad-hoc financial analyses.
  • Enhance FP&A processes, models, and reporting for scalability and data integrity.
  • Required skills include strong financial modeling, advanced Excel expertise, and experience in multi-site or PE-backed environments.
  • Preferred experience with AI software platforms such as Claude.
  • Position offers a $75,000 annual salary and benefits including dental, vision, ICHRA, EAP, life insurance, paid time off, and childcare discounts.

Financial Analyst, FP&A Full Description

Financial Analyst, FP&A
Westfield, NJ

Description
 
Apple Montessori Schools is seeking a highly analytical and motivated Financial Analyst, FP&A to join our Finance team during an exciting period of growth. As a private-equity–backed early childhood education organization, we are committed to making thoughtful, data-driven decisions that support our schools, families, and long-term strategic objectives. This role offers a unique opportunity to partner closely with senior Finance leadership and operational stakeholders, providing critical financial insights that shape budgeting, forecasting, expansion, and board-level reporting across a multi-site organization. 

Key Responsibilities
  • Support the annual operating and capital budget process, including data gathering, modeling, and consolidation across schools, regions, and corporate functions
  • Assist with updating and maintaining the 5-year financial plan aligned with strategic objectives and PE sponsor expectations
  • Develop and maintain pro forma financial models to evaluate new school openings, acquisitions, expansions, pricing changes, and staffing scenarios
  • Perform scenario and sensitivity analyses to support investment, pricing, and capacity decisions
  • Support short-term and long-term cash flow forecasting, including variance analysis versus plan
  • Support the month-end close process through preparation of variance analysis versus budget, forecast, and prior period
  • Prepare and support recurring board deck materials, including financial results, KPIs, variance explanations, and forward-looking forecasts
  • Prepare monthly management reporting packages and ad-hoc analyses
  • Assist in enhancing FP&A processes, financial models, and reporting to support scalability and data integrity
  • Perform other duties and projects as assigned by the CFO, COO, and CEO in support of organizational priorities and business needs.

Why Join Apple Montessori Schools
  • Purpose-driven work: Use finance to support high-quality early childhood education and the communities we serve.
  • High visibility & impact: Partner with senior leaders and contribute to board reporting and key strategic decisions.
  • Growth exposure: Support a PE-backed, multi-site platform with opportunities tied to openings, expansions, and long-term planning.
  • Strategic FP&A scope: Build models, run scenarios, and inform operational and capital decisions beyond routine reporting.
  • Build and improve: Help strengthen FP&A tools, processes, and reporting as the organization scales.
  • Collaborative & flexible: Join a people-centered team with the flexibility of a remote role

What Apple Montessori Schools can offer you:
  • A values-driven workplace centered on Integrity, Passion, Caring, and Pursuit of Excellence
  • Dental and vision benefit options for eligible employees
  • Individual Coverage Health Reimbursement Arrangement (ICHRA)
    • Allows eligible employees to receive employer-funded reimbursements for individual Marketplace health insurance premiums
  • Employee Assistance Program (EAP)
  • Professional Development
  • Life Insurance
  • Pet Insurance through Wishbone
  • Paid Time Off (PTO) to support work-life balance (for eligible employees)
  • 65% Childcare Discount
  • Discount on personal Verizon Wireless accounts

Requirements
  •  Bachelor’s degree in Finance, Accounting, Economics, or a related field
  • 3–5 years of experience in FP&A, corporate finance, consulting, or a related analytical role
  •  Strong financial modeling and advanced Excel skills
  • Experience in multi-site, service-based, or PE-backed environments preferred 
  •  Experience with AI software platforms such as Claude preferred
  • This position will be remote however the candidate must reside in NJ, NY, CT or PA. 

Salary Description
$75,000 annually