Financial Analyst

About the position

Our mission is to make higher education accessible and affordable for everyone. We empower students with financial support and supercharge their ability to pay down their debt, so they can get on the right financial track, fast. We build tools that help people feel in control of their financial future, including private student loans, student loan refinancing, and scholarships. Earnies are committed to helping students live their best lives, free from the stress of student debt. The Financial Analyst position will report to the Senior Manager, Financial Planning and Analysis.

Responsibilities

• Contribute in financial forecasting: Support the monthly and annual budgeting process, contribute to financial model updates, and ensure data accuracy.
• Support business partnerships: Collaborate with team members to gather data for expense, headcount, and compensation modeling.
• Contribute to financial reporting: Aid in the preparation of monthly/quarterly reports, analyze basic variances, and assist with data validation.
• Support product profitability analysis: Assist in the creation of product-level reports and contribute to cost allocation processes.
• Assist in process improvement and tool implementation: Help with data entry, automation tasks, and learn to use FP&A tools and reporting systems.

Requirements

• 0-2+ years of finance/accounting experience.
• High proficiency with Excel, Google Sheets, PowerPoint, and Financial ERP systems.
• Experience working with large data sets to disseminate trend analysis for forecasting / manipulating data to tell a story with supporting evidence.
• Ability to lead work initiatives with cross functional coordination with stakeholders.
• Ability to disseminate significant amounts of information with attention to details and accuracy.
• Highly motivated, quick learner and enthusiastic about their work.
• Willingness to travel to the Oakland office monthly to collaborate with other Earnies.

Nice-to-haves

• Prior experience working in the lending industry is highly valuable.
• Very strong Excel and deck/slide creation (PowerPoint) skills.
• Big plus if they can write code scripts (Python, R or other equivalent) to automate and streamline reporting and processes.
• Formula auditing.
• SQL or other database coding experience.
• Experience rolling out new products/analyzing new product financials.

Benefits

• Health, Dental, & Vision benefits plus savings plans
• Mac computers + work-from-home stipend to set up your home office
• Monthly internet and phone reimbursement
• Employee Stock Purchase Plan
• Restricted Stock Units (RSUs)
• 401(k) plan to help you save for retirement plus a company match
• Robust tuition reimbursement program
• $1,000 travel perk on each Earnie-versary to anywhere in the world
• Competitive days of annual PTO
• Competitive parental leave