Financial Analyst

Everspring•Chicago, IL

3d•Hybrid

About The Position

Everspring is a leading provider of AI-enabled education solutions. Our advanced technology, proven marketing approach, research-based instructional design services, and advanced AI-enabled services deliver outstanding outcomes for our university partners, powering success across higher education in the United States. 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.