Note: The job is a remote job and is open to candidates in USA. Apptegy is a transformative tech company dedicated to improving school communications and shaping educational futures. They are seeking a Lead Financial Analyst to join their FP&A team, where the role will involve driving financial clarity, strategic decision-making, and building scalable financial processes in partnership with senior leaders across various departments.
Responsibilities
- Own key parts of Apptegy’s planning cycle, including annual budgeting, quarterly forecasting, and long‑range planning
- Own FP&A end-to-end for a critical, complex area of the business, and set the bar for forecast accuracy and insight quality
- Build and maintain scalable financial models across the full P&L – revenue, operating expenses, and headcount
- Run scenarios that help evaluate trade‑offs between growth, profitability, and investment levels
- Lead monthly and quarterly reviews with clear variance and trend analysis for leadership, and own the integrity of the numbers behind them
- Serve as a trusted partner to leaders across departments and go‑to‑market teams, helping evaluate initiatives, resource allocation, and growth opportunities
- Analyze financial performance and SaaS metrics (e.g., revenue, pipeline, retention, customer growth) to identify trends, risks, and opportunities
- Translate complex data into clear, actionable recommendations for senior leaders and drive the FP&A narrative in leadership and Board materials
- Lead cross-functional analytical projects and the most consequential ad hoc work – pricing, investment cases, new product investments, and operational improvements
- Improve and maintain core models, dashboards, and reporting frameworks to enable faster, more accurate decision‑making
- Own and extend major modules within our planning platform (Pigment) and related systems, building workflows that reduce manual effort
- Design and run automated, AI-enabled processes that improve speed, accuracy, and data quality – and help teammates adopt them
- Mentor junior analysts and serve as a go-to FP&A resource beyond your immediate team
- Prepare concise materials and insights for leadership and board‑level reporting, and help evolve Apptegy’s planning processes as we scale
Skills
- 5+ years of experience in FP&A, financial analysis, corporate finance, or related analytical roles, including end-to-end ownership of planning and forecasting for a meaningful area of a business
- Exceptional communication skills, with a track record of partnering with and influencing senior (Director/VP-level and above) leaders through financial analysis
- Full P&L exposure, including serving as a key driver in annual budget cycles
- Strong SaaS fluency – recurring-revenue metrics (ARR, NRR, GRR, LTV/CAC, payback) and the ability to turn insights into action
- Advanced financial modeling skills in Excel or Google Sheets, including scenario modeling and large-dataset analysis
- Experience leveraging AI tools, workflow automation, or scripting (e.g., Python, Macros/VBA, Google Apps Script, or similar) to streamline financial processes and reduce manual work
- Proven ability to operate autonomously and navigate ambiguity in a fast-moving, high-growth environment
- Bachelor's degree in Finance, Accounting, Economics, or a related discipline
- Experience in a B2B SaaS or subscription-based business with deep familiarity in recurring-revenue metrics and SaaS unit economics
- Experience working in a high-growth company where processes and systems are evolving
- Demonstrated experience using generative AI tools (e.g., Claude, ChatGPT, Glean, Copilot) to accelerate analysis, automate workflows, or improve reporting
- Exposure to FP&A platforms such as Pigment, Anaplan, Adaptive, or Planful
- Experience working with ERP or CRM systems such as NetSuite, Salesforce, or similar platforms
- Familiarity with BI tools or data querying (SQL, Looker, Tableau, etc.)
Benefits
- Eligible for 10% bonus
- Comprehensive medical, dental, vision, and life insurance coverage
- Retirement 401(k) with employer match
- Health Savings Accounts (HSA) and Flexible Spending Accounts (FSAs)
- Mental Health Reimbursement
- Unlimited paid time off, including seasonal (December) company-wide time off
- Paid parental and medical leave
- Private medical insurance for you and your dependents
- Life insurance
- 15 days Aguinaldo
- Vales de Despensa
- Fondo de Ahorro
- Caja de Ahorro
- Flexible paid time off policy
- Paid travel to/from Little Rock, Arkansas for Onboarding.
Company Overview
Powering your school's identity. Our technology helps K12 leaders build a strong digital brand, without adding work to their teams. It was founded in 2013, and is headquartered in Little Rock, Arkansas, USA, with a workforce of 201-500 employees. Its website is http://www.apptegy.com.