Financial Analyst

Enrollment123•Washington, DC

3d•Remote

About The Position

The Financial Analyst is e123’s core FP&A analyst within Finance, reporting to the Senior Director of Finance and working with the Senior Accountant. The role prepares monthly management, board, and lender reporting used by company leadership and investors. It also owns the planning and forecasting cycle, including the annual budget, monthly reforecasts, and multi-year financial model, and conducts additional analysis to support business needs. The analyst builds financial reporting and forecasts, explains performance and variances, and provides decision support through analyses such as pricing scenarios, investment ROI, unit economics, and customer profitability. The role also supports valuation, audit, tax, and private-equity data requests, and improves recurring reporting by building auditable financial models and automating manual work.

Requirements

3–5 years of experience in FP&A, corporate finance, or a related role.
Bachelor's degree in Finance, Accounting, Economics, or a related field.
Strong accounting foundation, including understanding of GAAP and three-statement financial integration.
Ability to quickly and deeply understand the business context underpinning financial analysis and connect the analysis to that context.
Advanced Excel skills, including building clean, auditable, driver-based models and monthly reporting files from scratch.
Experience conducting analysis with AI-assisted tools.
Experience working with a planning tool such as Drivetrain or Cube.
Strong attention to detail.
Clear written and verbal communication.
Highly organized and able to execute work with rapid response as needed.

Nice To Haves

Experience at a private equity-backed or venture-backed company preparing board, investor, or lender reporting.
Exposure to SaaS metrics such as ARR, GRR, NRR, churn, and bookings.
Experience with QuickBooks Online, a billing platform, or a CRM such as HubSpot.
SQL, BI tools, or experience automating reporting with scripts or AI-assisted tools.
Experience working on a lean team and owning recurring deliverables on a deadline.

Responsibilities

Build the monthly management reporting package, including the P&L, balance sheet, cash flow, ARR, and other SaaS KPIs.
Draft variance analysis commentary explaining changes over time and differences from plan.
Prepare the quarterly board package and recurring reporting for the private equity sponsor.
Prepare supporting schedules for the monthly lender compliance certificate and quarterly covenant calculations.
Maintain the monthly reforecast and multi-year financial model, including detailed revenue forecasting.
Track forecast-to-actual accuracy and explain the drivers of forecast misses.
Run the annual budget process with department heads, planning headcount and non-headcount expenses and conducting analysis to support the plan.
Build ad hoc analyses for leadership, including pricing scenarios, ROI cases for new investments, unit economics, and customer profitability.
Research historical financial data to answer questions from leadership, the board, and outside parties.
Conduct client-specific performance analysis in support of Account Management or other business needs.
Support the 409A valuation, audit, tax, and private-equity data requests with schedules and analysis.
Build reliable, agile, and auditable financial models.
Identify recurring manual reporting work and automate it using Excel or AI-assisted tools.