[Remote] Lead Financial Analyst

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.ResponsibilitiesOwn key parts of Apptegy’s planning cycle, including annual budgeting, quarterly forecasting, and long‑range planningOwn FP&A end-to-end for a critical, complex area of the business, and set the bar for forecast accuracy and insight qualityBuild and maintain scalable financial models across the full P&L – revenue, operating expenses, and headcountRun scenarios that help evaluate trade‑offs between growth, profitability, and investment levelsLead monthly and quarterly reviews with clear variance and trend analysis for leadership, and own the integrity of the numbers behind themServe as a trusted partner to leaders across departments and go‑to‑market teams, helping evaluate initiatives, resource allocation, and growth opportunitiesAnalyze financial performance and SaaS metrics (e.g., revenue, pipeline, retention, customer growth) to identify trends, risks, and opportunitiesTranslate complex data into clear, actionable recommendations for senior leaders and drive the FP&A narrative in leadership and Board materialsLead cross-functional analytical projects and the most consequential ad hoc work – pricing, investment cases, new product investments, and operational improvementsImprove and maintain core models, dashboards, and reporting frameworks to enable faster, more accurate decision‑makingOwn and extend major modules within our planning platform (Pigment) and related systems, building workflows that reduce manual effortDesign and run automated, AI-enabled processes that improve speed, accuracy, and data quality – and help teammates adopt themMentor junior analysts and serve as a go-to FP&A resource beyond your immediate teamPrepare concise materials and insights for leadership and board‑level reporting, and help evolve Apptegy’s planning processes as we scaleSkills5+ 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 businessExceptional communication skills, with a track record of partnering with and influencing senior (Director/VP-level and above) leaders through financial analysisFull P&L exposure, including serving as a key driver in annual budget cyclesStrong SaaS fluency – recurring-revenue metrics (ARR, NRR, GRR, LTV/CAC, payback) and the ability to turn insights into actionAdvanced financial modeling skills in Excel or Google Sheets, including scenario modeling and large-dataset analysisExperience leveraging AI tools, workflow automation, or scripting (e.g., Python, Macros/VBA, Google Apps Script, or similar) to streamline financial processes and reduce manual workProven ability to operate autonomously and navigate ambiguity in a fast-moving, high-growth environmentBachelor's degree in Finance, Accounting, Economics, or a related disciplineExperience in a B2B SaaS or subscription-based business with deep familiarity in recurring-revenue metrics and SaaS unit economicsExperience working in a high-growth company where processes and systems are evolvingDemonstrated experience using generative AI tools (e.g., Claude, ChatGPT, Glean, Copilot) to accelerate analysis, automate workflows, or improve reportingExposure to FP&A platforms such as Pigment, Anaplan, Adaptive, or PlanfulExperience working with ERP or CRM systems such as NetSuite, Salesforce, or similar platformsFamiliarity with BI tools or data querying (SQL, Looker, Tableau, etc.)BenefitsEligible for 10% bonusComprehensive medical, dental, vision, and life insurance coverageRetirement 401(k) with employer matchHealth Savings Accounts (HSA) and Flexible Spending Accounts (FSAs)Mental Health ReimbursementUnlimited paid time off, including seasonal (December) company-wide time offPaid parental and medical leavePrivate medical insurance for you and your dependentsLife insurance15 days AguinaldoVales de DespensaFondo de AhorroCaja de AhorroFlexible paid time off policyPaid travel to/from Little Rock, Arkansas for Onboarding.Company OverviewPowering 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.