Sr. Financial Planning & Revenue Analyst

at InStride Los Angeles, CA or Remote At InStride, it’s simple.
We believe the more you invest in your people, the more skilled they become, and the better your organization performs.
Our mission to bring career-aligned, debt-free education to employers and their workforce has created pathways for 52,000+ to accelerate their careers with 3,100+ learning options.
Our teams are tied together by a recognition of how impactful education can be for one’s career, livelihood and community.
Our commitment to the success of our Learners is what defines us.
To get a better feel for our culture, watch more here.
Candidates must be located in one of the following states to be considered eligible for employment: AZ, AR, CA, CO, CT, FL, IL, KS, LA, MD, MA, MI, MO, NV, NH, NJ, NY, OH, TX, VA, WA, WI.
What we're looking for: InStride is looking for a Sr.
Financial Planning & Revenue Analyst to join a high-performing FP&A team that can scale with our emerging, high growth company.
This role will perform revenue forecast analysis and prepare reports for the annual budget process, support financial and operational close and reporting processes, and assist in putting together the financial forecast.
This position will play a pivotal role in shaping financial strategies to drive growth and innovation.
The ideal candidate will be able to partner with senior leaders and team members to provide financial / analytical support and to influence key decisions that enable the company to achieve its core mission and maximize enterprise value.
This candidate will be a dynamic individual who can objectively research and analyze complicated issues and present recommendations in a clear and simple way to elicit support from other team members.
Who you are: Advanced Excel modeling & analytical skills 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 preferred 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 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 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 How you will create impact: Assist in updating the near-term and long-term revenue forecast model and partner with other teams across the organization to ensure that the modeling assumptions are reasonable and current Provide analytical insights to support variances in revenue and margin Major stakeholder and driver of annual Revenue Budget and monthly reporting 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 Target base compensation amount for this role outlined below.
Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts shown below.
$85,000—$105,000 USD Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification.
At InStride we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways.
You may be just the right candidate for this role! Benefits @ InStride As an organization that champions investing in people, it’s critical we walk the talk.
That’s why every InStride employee is eligible to enroll in 3,100+ online certificate and degree programs through our Step Forward program.
Unlike traditional tuition reimbursement programs, InStride covers your tuition upfront, regardless of your course of study, degree type, or school - eligible to all employees starting Day 1.
This role is also eligible for the following benefits: 401(k) plan with company match Flexible vacation policy Paid family leave Best-in-class health care benefits And more! InStride Diversity and Inclusion Statement At InStride, we foster a culture of belonging, we support authenticity and intersectionality, and we embrace and appreciate our differences.
We do this by building a diverse pipeline of talent and ensuring equitable access to opportunities, information and leadership.
We celebrate diversity and are committed to creating an inclusive environment for all employees.
If you have a disability or special need that requires accommodation, please let your recruiter know.
Policies & Disclosure Effective November 1, 2021, all new hires must be fully vaccinated against the COVID-19 virus unless they have been granted a reasonable accommodation.
If you are offered employment, this requirement must be met by your date of hire, unless a reasonable accommodation is approved by the People & Talent team in writing.
For questions on how we use personal information of job applicants, please refer to InStride's Job Applicant Privacy Policy.
Beware of recruiting scams.
InStride does not require a financial transaction or any financial account information to be eligible for employment.
If you receive a message purporting to be from InStride asking you for a financial transaction, your financial account information, or any other sensitive information, please do not respond and let us know immediately at recruiting@instride.
com.
About InStride InStride is a tech-enabled services company that is pioneering new approaches to workforce education solutions with a mission of driving meaningful social and business outcomes by unlocking access to life-changing education.
In collaboration with quality academic institutions, we enable employers to provide career-aligned, debt-free education through a personalized, digital platform and a consultative service model.
To learn more, visit: https://www.
instride.
com/