Sr. Financial Analyst

WHO WE ARE

Finalsite is the most valued partner for K–12 schools to build trust, strengthen community, and grow enrollment. Ranked among the best EdTech Companies in America, Finalsite supports more than 7,000 schools and districts worldwide with an integrated platform for websites, communications, mobile apps, enrollment, and marketing services.

Headquartered in Glastonbury, Connecticut, Finalsite is a global company with employees working remotely across nearly every U.S. state, as well as throughout Europe, South America, and Asia.

We believe people do their best work when they feel supported, connected, and empowered to grow. That’s why we invest in our employees through competitive benefits, professional development opportunities, and a collaborative culture built on partnership and purpose. Whether you’re looking to expand your skills, take on new challenges, or make a meaningful impact in education, Finalsite offers the opportunity to grow your career while helping schools thrive.

At Finalsite, every interaction matters — with our clients, with each other, and with the schools and families we serve. Join us and help shape stronger school communities around the world

We are engaging a highly analytical, business-minded Sr. Financial Analyst on an independent contractor basis to support our growing organization. This engagement is ideal for an experienced consultant who thrives in a fast-paced, data-driven environment and wants broad exposure across executive leadership, private equity stakeholders, and cross-functional business teams.

The Contractor will play a critical role in delivering financial insights, supporting executive dashboards, board and investor reporting, and driving data‑backed decision making across the company. The Contractor should be comfortable operating in a high‑growth SaaS technology environment with strong rigor around metrics, forecasting, and performance analysis. The ideal contractor will also embrace the use of AI tools and emerging technologies to improve efficiency, surface insights faster, and modernize financial operations.

The Contractor will partner closely with Finance leadership, Revenue teams, Operations, Sales, and private equity partners to provide visibility into business performance and strategic opportunities.

100% Remote - Anywhere within the US

Financial Planning & Analysis

• Support monthly, quarterly, and annual forecasting, budgeting, and long-range planning processes.
• Analyze revenue, bookings, ARR, churn, retention, margin, and other KPIs.
• Identify trends, risks, and opportunities through financial modeling and scenario planning.
• Assist with annual operating plans and board‑level financial presentations
• Leverage AI‑enabled forecasting and planning tools to improve speed and accuracy.
• Prepare and maintain budget vs. actuals reporting with variance analysis, including period‑over‑period and prior year comparisons to surface meaningful performance trends.
• Build, audit, and maintain transparent financial models adhering to industry best practices (clear driver separation, error checks, dynamic linking, and version control).

Private Equity & Executive Reporting

• Prepare recurring reporting packages for executive leadership, board meetings, and private equity partners.
• Support requests from investors related to growth metrics, profitability, liquidity headcount, and operational performance.
• Help maintain high standards of financial discipline, reporting accuracy, and accountability.
• Drive process improvements exceptional attention to detail with a commitment to error‑free work

Reporting & Data Analytics

• Use AI tools to help surface trends and anomalies in business data.
• Partner with data and systems teams to improve reporting…