Senior Financial Analyst

🔥 13 minutes ago

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Apptegy

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2013

📚 Education

☁️ SaaS

💰 $13.2M Venture Round - Apptegy on 2019-03

Education • SaaS

Apptegy is an all-in-one communications platform for K–12 school districts that centralizes and streamlines district and school communications. The platform provides a content management system and drag-and-drop website builder, district-branded mobile apps, mass notifications and alerts, secure two-way messaging, automated translation, newsletters and social publishing, ADA compliance tools, and hands-on client support and training. Apptegy emphasizes brand consistency, community engagement, and thought leadership (SchoolCEO content) to help districts build trust and connect with families; the company states over 5,273 districts use its platform.

📋 Description

• Own key parts of Apptegy’s planning cycle, including annual budgeting, quarterly forecasting, and long‑range planning • Own FP&A end-to-end for a critical, complex area of the business, and set the bar for forecast accuracy and insight quality • Build and maintain scalable financial models across the full P&L – revenue, operating expenses, and headcount • Run scenarios that help evaluate trade‑offs between growth, profitability, and investment levels • Lead monthly and quarterly reviews with clear variance and trend analysis for leadership, and own the integrity of the numbers behind them • Serve as a trusted partner to leaders across departments and go‑to‑market teams, helping evaluate initiatives, resource allocation, and growth opportunities • Analyze financial performance and SaaS metrics (e.g., revenue, pipeline, retention, customer growth) to identify trends, risks, and opportunities • Translate complex data into clear, actionable recommendations for senior leaders and drive the FP&A narrative in leadership and Board materials • Lead cross-functional analytical projects and the most consequential ad hoc work – pricing, investment cases, new product investments, and operational improvements • Improve and maintain core models, dashboards, and reporting frameworks to enable faster, more accurate decision‑making • Own and extend major modules within our planning platform (Pigment) and related systems, building workflows that reduce manual effort • Design and run automated, AI-enabled processes that improve speed, accuracy, and data quality – and help teammates adopt them • Prepare concise materials and insights for leadership and board‑level reporting, and help evolve Apptegy’s planning processes as we scale.

🎯 Requirements

• 5+ years of experience in FP&A, financial analysis, corporate finance, or related analytical roles, including end-to-end ownership of planning and forecasting for a meaningful area of a business • Exceptional communication skills, with a track record of partnering with and influencing senior (Director/VP-level and above) leaders through financial analysis • Full P&L exposure, including serving as a key driver in annual budget cycles • Strong SaaS fluency – recurring-revenue metrics (ARR, NRR, GRR, LTV/CAC, payback) and the ability to turn insights into action • Advanced financial modeling skills in Excel or Google Sheets, including scenario modeling and large-dataset analysis • Experience leveraging AI tools, workflow automation, or scripting (e.g., Python, Macros/VBA, Google Apps Script, or similar) to streamline financial processes and reduce manual work • Proven ability to operate autonomously and navigate ambiguity in a fast-moving, high-growth environment • Bachelor’s degree in Finance, Accounting, Economics, or a related discipline.

🏖️ Benefits

• Comprehensive medical, dental, vision, and life insurance coverage • Retirement 401(k) with employer match • Health Savings Accounts (HSA) and Flexible Spending Accounts (FSAs) • Mental Health Reimbursement • Unlimited paid time off, including seasonal (December) company-wide time off • Paid parental and medical leave • Private medical insurance for you and your dependents • Life insurance • 15 days Aguinaldo • Vales de Despensa • Fondo de Ahorro • Caja de Ahorro • Flexible paid time off policy • Paid travel to/from Little Rock, Arkansas for Onboarding.