Edtech.com's Summary

Instructure is hiring a Sr. Financial Analyst, Professional Services P&L. This role leads and refines revenue and expense forecasting for professional services, providing P&L insights to drive executive decision-making. The analyst partners with leadership to analyze performance trends, maintain reporting tools, and support business strategy through financial modeling and data analysis.

Highlights

Lead and execute end-to-end forecasting for professional services revenue and expenses
Conduct financial analysis to identify opportunities for investment and growth
Collaborate with SVP and leadership on key initiatives and performance insights
Build and maintain dashboards and financial reporting for executive and Board presentations
Bachelor's degree and 2-4 years of experience in financial analysis or revenue forecasting required
Proficiency in SQL, Excel/Google Sheets, and PowerPoint/Google Slides essential
Strong analytical skills managing large data sets and delivering actionable insights
Experience in fast-paced, growth-oriented environments preferred
Salary range from $100,000 to $120,000 with flexibility based on experience
Bonus if familiar with SaaS, Salesforce, Snowflake, NetSuite, Tableau, Adaptive Insights, or Private Equity

Sr. Financial Analyst, Professional Services P&L Full Description

At Instructure, we believe in the power of people to grow and succeed throughout their lives. Our goal is to amplify that power by creating intuitive products that simplify learning and personal development, facilitate meaningful relationships, and inspire people to go further in their education and careers. We do this by giving smart, creative, passionate people opportunities to create awesome.

And that's where you come in:

We are looking for a motivated and talented Sr. Financial Analyst who will lead, execute, and refine our professional services revenue and expense forecasting from multiple, growing lines of business. This role will be responsible for providing full professional services P&L insights and analysis that will drive executive decision making at the company-wide level. The successful candidate will have advanced financial modeling skills and effective written and verbal communication abilities to support business partners and stakeholders. If you’re looking for a challenging role that will help you master the elements of a professional services P&L within a SaaS company, take a closer look.

What you will be doing:

Execute the end-to-end forecast processes for all the Professional Services organization (revenue and expense)
Conduct financial analysis to uncover trends and identify opportunities for investment and growth
Partner with SVP of Professional Services on key initiatives and contribute insights related to performance trends and metrics
Build, maintain, and enhance continuous monitoring tools and dashboards to provide key revenue insights and trend analysis
Design and/or maintain and deliver financial reporting to provide accurate insight into revenue results, including the preparation of executive and/or Board level presentations
Partner with the leadership on key initiatives and contribute insights related to performance trends and metrics
Perform ad hoc analysis as required

What you will need to know/have:

Bachelor’s degree required
2-4 years of experience in financial analysis, revenue forecasting, or financial modeling
Experience in a fast-paced, growth-oriented environment
Proven analytical skills, including the ability to manage large data sets and synthesize/present complex information into clear, actionable insights
Ability to think critically and perform root cause analysis within processes and data
Strong business partnering skills and exposure to business strategy, operational processes, and financial objectives
Experience with SQL to query/manipulate large data sets, with a desire to expand proficiency
Self-starter and quick learner; demonstrated independence and autonomy in a high-performing work environment
Excellent communication and presentation skills, with a proven ability to engage stakeholders at all levels in the organization
Advanced skills in Excel/Google Sheets and PowerPoint/Google Slides
Solution-oriented mindset with a bias toward action

It would be a bonus if you also had:

Background in tech, software, or SaaS companies
Familiarity with Salesforce data objects and structures
Proficiency in Snowflake/SQL
Experience with NetSuite, Tableau, Adaptive Insights, AI tools, or similar software tools/technologies
Experience working with/for Private Equity

This range reflects our target hiring range, with flexibility based on experience, skills, and market factors.

We believe in hiring great people and treating them right. The more diverse we are, the better our ideas and outcomes.

Instructure is an Equal Opportunity Employer. We comply with applicable employment and anti-discrimination laws in every country where we operate.

All employees must pass a background check as part of the hiring process. To help protect our teams and systems, we’ve implemented identity verification measures. Candidates may be asked to verify their legal name, current physical location, and provide a valid contact number and residential address, in accordance with local data privacy laws.

Any attempt to misrepresent personal or professional information will result in disqualification.

Original Job Description

And that's where you come in:

What you will be doing:

Execute the end-to-end forecast processes for all the Professional Services organization (revenue and expense)
Conduct financial analysis to uncover trends and identify opportunities for investment and growth
Partner with SVP of Professional Services on key initiatives and contribute insights related to performance trends and metrics
Build, maintain, and enhance continuous monitoring tools and dashboards to provide key revenue insights and trend analysis
Design and/or maintain and deliver financial reporting to provide accurate insight into revenue results, including the preparation of executive and/or Board level presentations
Partner with the leadership on key initiatives and contribute insights related to performance trends and metrics
Perform ad hoc analysis as required

What you will need to know/have:

Bachelor’s degree required
2-4 years of experience in financial analysis, revenue forecasting, or financial modeling
Experience in a fast-paced, growth-oriented environment
Proven analytical skills, including the ability to manage large data sets and synthesize/present complex information into clear, actionable insights
Ability to think critically and perform root cause analysis within processes and data
Strong business partnering skills and exposure to business strategy, operational processes, and financial objectives
Experience with SQL to query/manipulate large data sets, with a desire to expand proficiency
Self-starter and quick learner; demonstrated independence and autonomy in a high-performing work environment
Excellent communication and presentation skills, with a proven ability to engage stakeholders at all levels in the organization
Advanced skills in Excel/Google Sheets and PowerPoint/Google Slides
Solution-oriented mindset with a bias toward action

It would be a bonus if you also had:

Background in tech, software, or SaaS companies
Familiarity with Salesforce data objects and structures
Proficiency in Snowflake/SQL
Experience with NetSuite, Tableau, Adaptive Insights, AI tools, or similar software tools/technologies
Experience working with/for Private Equity

This range reflects our target hiring range, with flexibility based on experience, skills, and market factors.

We believe in hiring great people and treating them right. The more diverse we are, the better our ideas and outcomes.

Instructure is an Equal Opportunity Employer. We comply with applicable employment and anti-discrimination laws in every country where we operate.

Any attempt to misrepresent personal or professional information will result in disqualification.

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Sr. Financial Analyst, Professional Services P&L

Edtech.com's Summary

Sr. Financial Analyst, Professional Services P&L Full Description

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