Experienced Financial Analyst

Strata Information Group (SIG) Solves Problems. We are a team of dedicated professionals deeply committed to excellence and innovation. SIG has been a trusted partner to over 1,000 higher education institutions globally since our inception in 1988. Our solution sets include Strategy & Optimization Consulting, Enterprise Applications Implementation and Managed Services, Data Services, and Cybersecurity.

SIG values client satisfaction, integrity, and expertise in higher education. We embrace diversity, collaboration, and personal growth in our inclusive environment.

Experienced Financial Analyst

About the Role

We are looking for an Experienced Financial Analyst to support financial planning, reporting, and analysis in a fast-paced environment. This role requires strong analytical skills, attention to detail, and the ability to communicate insights effectively. The ideal candidate will have experience in private equity-backed companies and a strong understanding of financial metrics, reporting, and forecasting. This is a full time, remote position.

Key Responsibilities

• Financial Reporting & Dashboards
• Prepare weekly dashboards and send email updates with financial insights.
• Generate and maintain monthly backlog reports (ownership may transition over time).
• Prepare and analyze month-end reports, including:
• Utilization metrics
• Effective Rate analysis
• Assist in monthly board reporting by compiling key financial data.
• Budgeting & Forecasting
• Lead the annual budgeting process, working with stakeholders to develop financial targets.
• Prepare monthly projections, comparing actuals vs. projected vs. budgeted figures.
• Bank & Covenant Reporting
• Manage monthly bank package reporting, ensuring accurate and timely submissions.
• Complete quarterly covenant reporting in compliance with financial agreements.
• Commission & Sales Tracking
• Track and analyze weekly commissions and related expenses.
• Provide detailed sales reporting with insights on revenue trends and assist in monthly sales reporting slides for board meetings.
• Utilization & Hours Reporting
• Maintain and distribute scheduling, hours, and utilization reports.
• Cash Flow Reporting
• Prepare and manage the cash flow report on a weekly basis.
• Ad Hoc Analysis
• Support various financial projects and analyses as needed to drive strategic decision-making.

Qualifications & Skills

• Bachelor’s degree in Finance, (MBA or CFA preferred).
• 3-7 years of experience in financial analysis, corporate finance, or a similar role.
• Experience in private equity-backed companies is a plus.
• Strong proficiency in financial modeling, forecasting, and variance analysis.
• Advanced Excel skills and experience with financial planning tools (e.g., Adaptive Insights, Anaplan, Hyperion).
• Experience with ERP systems (SAP, NetSuite, Oracle) is a plus.
• Strong analytical and problem-solving skills with attention to detail.
• Excellent communication and presentation skills, with the ability to summarize complex financial data for leadership.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.

Pay and Benefits

• Pay range is from $110,000-$120,000
• Health, Vision, Dental & Life Insurance
• Short & Long Term Disability
• Paid Parental Leave
• 3 Weeks Vacation, Sick Leave & Paid Holidays
• 401(K) with a 5% Employer Contribution
• Pet Insurance

The listed salary range for this position is indicative and subject to adjustment based on the candidate's unique skills and location. Final compensation will be determined through mutual agreement between the successful candidate and SIG.

SIG is an Equal Employment Opportunity

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