Finance & Operations Analyst

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. Partner with teams across the organization to define business questions, identify relevant data, and develop actionable insights .

Posted 10/30/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial analysis, operational efficiency, and data-driven decision-making. Proficient in developing actionable insights through advanced data analysis and reporting tools.

Highest-signal resume keywords

Financial AnalysisAdvanced Microsoft Excel SkillsERP Systems ExperienceProject ManagementData Visualization Tools

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningBudgetingForecastingData AnalysisPerformance MeasurementScenario ModelingRoot Cause AnalysisProcess ImprovementReportingOperational Efficiency

Soft Skills

Attention to DetailCommunicationProblem-SolvingAdaptabilityCollaboration

Tools & Technologies

NetSuiteRampPower BITableauBusiness Intelligence Tools

Industry Keywords

Business AnalysisOperations AnalysisSaaSEducational TechnologyFinancial Reporting

Tech Stack

Tools & technologies

ERPTableau

About the role

Key responsibilities & impact

Partner with teams across the organization to define business questions, identify relevant data, and develop actionable insights
Analyze workload, service demand, staffing capacity, costs, and process performance to support resource planning
Investigate operational challenges and evaluate staffing, process, system, or investment solutions
Combine financial and operational data to assess business needs, compare options, and recommend next steps
Identify trends, inefficiencies, and emerging issues
Prepare financial reports and budget-to-actual variance analyses
Support budgeting, forecasting, cash flow planning, and financial model updates
Translate operational assumptions into financial projections
Build and maintain scenario models for evaluating costs, tradeoffs, and investments
Conduct ad hoc analysis for planning and business decisions
Define and monitor key performance indicators
Develop and maintain reports and dashboards
Gather, validate, and reconcile data from multiple sources
Present findings and explain recommended actions
Document data sources, assumptions, and reporting methods
Improve workflows, reduce manual effort, and improve data and reporting accuracy
Support administration of financial and operational tools, including Ramp
Maintain system users and access
Document workflows and support colleagues in using systems and processes
Manage analytical and process improvement projects from problem definition through implementation support
Organize priorities, track progress, and communicate dependencies or roadblocks
Balance recurring reporting and operational responsibilities with new projects
Surface problems, propose solutions, and keep stakeholders informed

Requirements

What you’ll need

Five or more years of relevant experience in business analysis, operations analysis, financial planning and analysis, accounting, or a combination of related roles
Demonstrated experience analyzing business or operational questions across functions and connecting findings to financial or resource decisions
A strong foundation in financial analysis, including interpreting financial results and supporting planning, forecasting, or modeling
Experience investigating root causes, evaluating alternatives, and recommending practical improvements
Advanced Microsoft Excel skills, including pivot tables, lookup functions, and complex formulas
Experience working with ERP systems or other business platforms and combining data from multiple sources
Experience creating reports, tracking performance measures, or developing dashboards
Ability to manage projects independently, establish an approach, and follow through without step-by-step direction
Comfort working with ambiguity, shifting priorities, and evolving processes
Strong attention to detail and the ability to explain findings clearly to financial and nonfinancial audiences
Experience in a small or growing organization, or a role with broad responsibilities spanning finance and operations
Experience with NetSuite, Ramp, Power BI, Tableau, or similar tools
Experience supporting business system administration, user access, or workflow improvements
Experience analyzing staffing capacity, service demand, or operational efficiency
Experience in education, educational technology, or a SaaS business
Bachelor’s degree in any discipline, or equivalent practical experience. Relevant experience and demonstrated capabilities are valued regardless of academic background.

Benefits

Comp & perks

Competitive 401(k) with company matching
Comprehensive Medical, Dental, and Vision insurance
Paid Time Off to support rest, renewal, and life outside of work
Employee Discount Program and partner savings
Ongoing professional development and learning investment
Wellness initiatives designed to support physical, mental, and emotional well-being
Evolving benefits shaped by team member voice and values