Educate 360

Financial Planning and Analysis

• Monthly financial statement production including balance sheet, income statement and cash flow statement
• Budgeting and forecasting skills, including rolling 12-month forecast
• Analyze financial, sales, revenue and other operational data to identify trends and support forecasting and strategic planning
• Build and maintain dashboards and reports for senior leadership and others as required
• Track pipeline metrics, performance indicators, and forecasting accuracy in partnership with Sales Leadership
• Maintain CRM data integrity and ensure accurate tracking of leads, opportunities, and accounts
• Support sales operations activities, including territory management, quota tracking, and process improvements
• Collaborate with cross-functional teams to ensure consistent data, reporting, and visibility across the customer journey
• Other analytic exercises as required

Financial Analyst, Planning