Financial Analyst

Everspring Inc • Chicago, IL

1d • Hybrid

About The Position

Everspring is seeking a detail-oriented, quantitative, and data-driven Senior Financial Analyst to join our Finance team. As a key finance partner, you will collaborate across the organization to support financial planning, reporting, and strategic decision-making. You will play a critical role in enhancing reporting, forecasting, and analytics capabilities, including leveraging AI-enabled tools to improve efficiency and insight generation. This position reports to the Director of FP&A and offers high visibility across senior leadership. The role is located in Chicago, IL, offering a hybrid work environment.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 2-4 years of experience in financial analysis, FP&A, consulting, or similar roles.
• Strong financial modeling and advanced Excel skills.
• Experience with Microsoft Office (Excel, PowerPoint, Word).
• Experience with financial and data systems such as NetSuite, Tableau, and Salesforce.
• Exposure to or interest in AI tools and data-driven forecasting methods.
• Strong analytical, problem-solving, and critical thinking skills.
• Excellent communication skills with the ability to translate data into business insights.
• High attention to detail and ability to manage multiple priorities.

Nice To Haves

• Experience in edtech, SaaS, higher education, or service-based business models.
• Familiarity with enrollment funnels, marketing analytics, and revenue-sharing models.
• Experience working with large datasets or building automated reporting solutions.
• Ability to operate with a high degree of autonomy in a fast-paced environment.
• Strong organizational and time management skills.
• Intellectual curiosity and a continuous improvement mindset.
• Collaborative, team-oriented approach with strong interpersonal skills.

Responsibilities

• Build and maintain financial models to support budgeting, forecasting, and long-term planning.
• Participate in the annual budget process and quarterly forecasting cycles.
• Prepare revenue and student enrollment forecasts and budgets.
• Develop departmental cost forecasts and budgets.
• Prepare and analyze monthly, quarterly, and annual financial reports.
• Develop client-level P&Ls and functional financial reporting for internal stakeholders and executive leadership.
• Prepare profitability analysis for quarterly board reporting.
• Conduct variance analysis and deliver actionable insights against budget and forecast.
• Maintain and report on key financial and non-financial KPIs.
• Partner cross-functionally with Marketing, Client Engagement, Product, and Operations teams.
• Support client-level reporting and analysis for the Client Engagement function.
• Analyze key business drivers, including enrollment trends, marketing performance, and program-level economics.
• Provide ad hoc analysis and decision support to senior leadership.
• Manage staff cost allocations across clients and product lines.
• Leverage financial systems (e.g., NetSuite) and data tools (e.g., Tableau, Salesforce) to enhance reporting.
• Identify opportunities for system enhancements, automation, and process optimization.
• Utilize AI-enabled tools to improve forecasting accuracy, reporting efficiency, and analytical capabilities.
• Support development of dashboards and scalable reporting infrastructure.

Benefits

• hybrid work arrangement
• paid parental leave
• medical, dental and vision insurance
• FSA
• HSA
• employer-paid short-term and optional long-term disability
• 401k with an employer match vested immediately
• a generous PTO plan that accrues with tenure
• professional development
• tuition reimbursement program
• discounted onsite gym
• optional pet insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Senior