Edtech.com's Summary

BARBRI, Inc. is hiring a Senior Financial Analyst to join their Financial Planning & Analysis team. This role involves managing accounting and finance processes such as month-end close, budgeting, and forecasting, while providing accurate financial reporting and insights to support business decisions across various departments.

Highlights

Manage product-level revenue reporting as part of the monthly close cycle.
Prepare weekly and monthly reports and presentations for management.
Oversee monthly operational reporting and serve as Administrator for Adaptive Planning.
Collaborate with business units to provide financial analysis and support.
Perform ad-hoc analyses and develop financial models to aid business operations.
Bachelor's degree in Finance, Accounting, or related field; MBA is a plus.
Minimum 5 years of experience in FP&A, corporate finance, or relevant financial analysis roles.
Strong proficiency with Adaptive Insights, advanced Excel, PowerPoint, and Word; NetSuite experience is a plus.
Salary range: $90,000 - $120,000 annually.
Department: Accounting & Finance, reporting to the Director of FP&A.

Senior Financial Analyst Full Description

Senior Financial Analyst

Come Join Us!

Apply for this job

BARBRI, Inc. is seeking an experienced Senior Financial Analyst to join the Financial Planning & Analysis team. Reporting to the Director, FP&A, this role will be heavily involved in accounting and finance processes including month end close, budget, and forecast. This individual will also provide relevant, accurate and timely reporting to internal and external stakeholders. The Senior Financial Analyst will collaborate with business partners across the enterprise to understand their business and provide analytical decision support. Key to the success of this position will be the ability to deliver reporting and financial analysis while providing key insights and recommendations.

Dallas area – hybrid with 2 days in the office

Primary Duties and Responsibilities:

• Perform product-level revenue reporting as part of the monthly close cycle.

• Prepare reports and presentations for management on a weekly and monthly basis.

• Using Adaptive, manage monthly operational reporting processes.

• Perform Administrator duties within Adaptive Planning.

• Partner with individual business units to provide financial support and analysis.

• Perform ad-hoc analysis as required to support business needs.

• Support all aspects of the forecast and budgeting process.

• Develop and maintain financial models as needed to support business operations.

• Assist with the development of KPI dashboards and other reporting needs for the organization.

• Effectively communicate and present results of analysis with recommended courses of action.

• Perform other duties as assigned.

Required Minimum Education and/or Experience:

• Bachelor’s degree in Finance, Accounting, or related field; MBA a plus.

• 5+ years of experience in FP&A, corporate finance or related financial analysis roles.

• Hands-on experience with Adaptive Insights strongly preferred and NetSuite experience a plus.

• Advanced Excel skills in addition to experience with PowerPoint and Word.

Required Knowledge, Skills and Abilities:

• Strong financial acumen with demonstrated analytical ability

• Experience in reporting and analysis including financial modeling, building and reporting using dashboards and standard reports

• Strong communication and collaboration skills with a track record of partnering across functional teams

• Demonstrated attention to detail and accuracy with ability to meet deadlines

• Ability to thrive in a dynamic, fast-paced environment with a continuous improvement mindset

• Desire to grow, learn new skills and expand abilities

• Dependable and supportive of colleagues

Thrive Beyond the Basics: Our Perks Package

We believe your dedication deserves more than just a paycheck. That's why we offer a comprehensive perks package designed to support your well-being and fuel your passions. Here's a taste of what awaits you:

Competitive Benefits: Health, dental, vision, and life insurance plans to keep you and your loved ones covered. Plus, a healthy contribution to your 401(k) retirement savings.
Work-Life Harmony: We prioritize a healthy balance. Enjoy generous paid time off, including vacation, sick leave, volunteer and other "personal" days, to recharge and explore your interests.
Wellness Programs: Stay healthy and happy with an on-site fitness facility in our HQ, discounts on gym memberships, and wellness initiatives to support your physical and mental well-being.
Continuous Learning Opportunities: As an education company, we believe in the power of learning. Access our extensive library of educational resources, courses, and workshops to enhance your skills and knowledge in both professional and personal development areas.
Flexible Work Arrangements: We understand the importance of work-life balance. Enjoy flexible work hours and remote work options, allowing you to manage your schedule and responsibilities effectively.
Opportunities for Growth and Advancement: We're committed to helping you reach your full potential. Benefit from opportunities for career growth and advancement through mentorship programs, volunteer opportunities, performance evaluations, and ongoing feedback/coaching sessions.
Employee Assistance Program: Life can be unpredictable, and we're here to support you through challenging times. Access our employee assistance program for confidential counseling, legal assistance, and other support services.
And More!

At Barbri, we believe that investing in our employees leads to mutual success. Join us and be part of a passionate team dedicated to transforming education through innovative technology.

Barbri is an equal opportunity employer workplace. We do not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

We are dedicated to creating an inclusive environment where all employees feel valued, respected, and empowered to contribute their unique perspectives and talents.

Qualified applicants will receive consideration for employment without regard to their race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Join us in our mission to empower individuals through education and technology. We welcome candidates from all backgrounds to apply and help us build an inclusive workforce.

Department
Accounting & Finance
Locations
Dallas, TX
Remote status
Hybrid
Yearly salary
$90,000 - $120,000
Employment type
Full-time

Original Job Description

Senior Financial Analyst

Come Join Us!

Apply for this job

Dallas area – hybrid with 2 days in the office

Primary Duties and Responsibilities:

• Perform product-level revenue reporting as part of the monthly close cycle.

• Prepare reports and presentations for management on a weekly and monthly basis.

• Using Adaptive, manage monthly operational reporting processes.

• Perform Administrator duties within Adaptive Planning.

• Partner with individual business units to provide financial support and analysis.

• Perform ad-hoc analysis as required to support business needs.

• Support all aspects of the forecast and budgeting process.

• Develop and maintain financial models as needed to support business operations.

• Assist with the development of KPI dashboards and other reporting needs for the organization.

• Effectively communicate and present results of analysis with recommended courses of action.

• Perform other duties as assigned.

Required Minimum Education and/or Experience:

• Bachelor’s degree in Finance, Accounting, or related field; MBA a plus.

• 5+ years of experience in FP&A, corporate finance or related financial analysis roles.

• Hands-on experience with Adaptive Insights strongly preferred and NetSuite experience a plus.

• Advanced Excel skills in addition to experience with PowerPoint and Word.

Required Knowledge, Skills and Abilities:

• Strong financial acumen with demonstrated analytical ability

• Experience in reporting and analysis including financial modeling, building and reporting using dashboards and standard reports

• Strong communication and collaboration skills with a track record of partnering across functional teams

• Demonstrated attention to detail and accuracy with ability to meet deadlines

• Ability to thrive in a dynamic, fast-paced environment with a continuous improvement mindset

• Desire to grow, learn new skills and expand abilities

• Dependable and supportive of colleagues

Thrive Beyond the Basics: Our Perks Package

Competitive Benefits: Health, dental, vision, and life insurance plans to keep you and your loved ones covered. Plus, a healthy contribution to your 401(k) retirement savings.
Work-Life Harmony: We prioritize a healthy balance. Enjoy generous paid time off, including vacation, sick leave, volunteer and other "personal" days, to recharge and explore your interests.
Wellness Programs: Stay healthy and happy with an on-site fitness facility in our HQ, discounts on gym memberships, and wellness initiatives to support your physical and mental well-being.
Continuous Learning Opportunities: As an education company, we believe in the power of learning. Access our extensive library of educational resources, courses, and workshops to enhance your skills and knowledge in both professional and personal development areas.
Flexible Work Arrangements: We understand the importance of work-life balance. Enjoy flexible work hours and remote work options, allowing you to manage your schedule and responsibilities effectively.
Opportunities for Growth and Advancement: We're committed to helping you reach your full potential. Benefit from opportunities for career growth and advancement through mentorship programs, volunteer opportunities, performance evaluations, and ongoing feedback/coaching sessions.
Employee Assistance Program: Life can be unpredictable, and we're here to support you through challenging times. Access our employee assistance program for confidential counseling, legal assistance, and other support services.
And More!

At Barbri, we believe that investing in our employees leads to mutual success. Join us and be part of a passionate team dedicated to transforming education through innovative technology.

We are dedicated to creating an inclusive environment where all employees feel valued, respected, and empowered to contribute their unique perspectives and talents.

Join us in our mission to empower individuals through education and technology. We welcome candidates from all backgrounds to apply and help us build an inclusive workforce.

Department
Accounting & Finance
Locations
Dallas, TX
Remote status
Hybrid
Yearly salary
$90,000 - $120,000
Employment type
Full-time

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Senior Financial Analyst

Edtech.com's Summary

Senior Financial Analyst Full Description

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