Sr Financial Analyst jobs in United States
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New Reach Education · 1 day ago

Sr Financial Analyst

New Reach Education is a company based in Tempe, Arizona dedicated to advancing financial literacy through online courses. The Senior Financial Analyst plays a key role in supporting the company’s financial health and strategic growth through detailed analysis, budgeting, and forecasting, working closely with department leaders to provide actionable insights for decision-making.

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Responsibilities

Support the annual budgeting process, including data collection, financial modeling, and preparation of budget summaries and presentations
Monitor and analyze financial performance versus budget, identifying trends, variances, and areas for improvement
Prepare regular financial reports and forecasts for departmental and company-wide use
Partner with department heads to review budgets, develop forecasts, and provide financial guidance for decision-making
Assist with month-end and quarter-end financial reviews, reconciliations, and variance analyses
Compile and analyze key performance indicators (KPIs) to support strategic and operational planning
Analyze market trends, industry benchmarks, and the competitive landscape to provide recommendations for strategic decision making
Assist with evaluation of potential investment opportunities including any mergers, acquisitions, and/or divestitures
Develop and maintain financial models and reporting tools to support business initiatives and scenario planning
Contribute to the continuous improvement of financial processes, tools, and reporting accuracy
Support the preparation of materials for senior leadership, investors, and other stakeholders
Perform all other duties as assigned

Qualification

Financial analysisBudgetingFinancial modelingExcel proficiencyFinancial softwareAnalytical skillsBusiness acumenProblem-solvingCommunication skillsOrganizational skills

Required

Bachelor's degree in Finance, Accounting, Economics, or a related field
4+ years of experience in financial analysis, budgeting, or related finance roles, preferably in a high-growth or entrepreneurial environment
This position requires U.S. work authorization that does not require employer sponsorship either now or ever!
Strong analytical and problem-solving skills with attention to detail and accuracy
Ability to communicate financial information clearly to both financial and non-financial stakeholders
Highly organized, proactive, and adaptable in a fast-paced setting with shifting priorities
Strong business acumen with a collaborative mindset and eagerness to take initiative

Preferred

advanced degree or CPA/CFA
Proficiency in Excel and financial software (NetSuite, Power BI, or similar tools)

Benefits

Paid Time Off and Holidays Off
Health Package - Medical, Dental and Vision
Optional 24/7 tele-health support, short & long term disability and life insurance
401(k) with company match at 4%
Maternity and paternity leave
Free enrollment in our online courses
Servant leadership team with open door policy
Continued development and internal growth opportunities
Positive culture that values hard work and relationships
National and international volunteer opportunities
Frequent company events!

Company

New Reach Education

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New Reach Education is an e-learning platform that provides financial and investment education.

Funding

Current Stage
Growth Stage

Leadership Team

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Curtis Weeks
Chief Executive Officer
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Nick Fisher
Co-Founder
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Company data provided by crunchbase