Financial Analyst, Planning

Educate 360

Financial and Planning Analyst role analyzing financial data for revenue growth at Educate 360. Collaborating with teams to support operational efficiency and strategic planning.

Posted 5/15/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Tech Stack

Tools & technologies

PythonSQL

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor’s degree in business, Finance, Data Analytics, or a related field
4–7 years of experience in FP&A
Strong proficiency with a variety of tools including Business Central, Microsoft CRM, Salesforce, Word, Power BI, etc.
Advanced Excel skills; experience with SQL or Python a plus
Proven ability to analyze complex datasets and communicate insights clearly to non-technical stakeholders
Exceptional attention to detail, organizational skills, and analytical mindset
Strong interpersonal skills and the ability to collaborate effectively across teams
Proven ability to partner cross-functionally and influence without authority

Benefits

Comp & perks

competitive Paid Time Off (PTO)
Medical, Dental, and Vision plans
100% company-paid Life and Disability insurance
generous 401(k) matching program

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial statement productionbudgetingforecastingdata analysisdashboard creationpipeline metrics trackingCRM data integrityterritory managementquota trackingSQL

Soft Skills

attention to detailorganizational skillsanalytical mindsetinterpersonal skillscollaborationcommunicationinfluence without authority

Certifications

Bachelor’s degree in businessBachelor’s degree in FinanceBachelor’s degree in Data Analytics