Senior Financial Analyst

ABOUT EMPOWERLY Empowerly is a fast-growing ed-tech company on a mission to empower students to become the most successful version of themselves. Our platform combines expert college counseling with proprietary tools like the Empowerly Score™, offering families a 360° view of their child’s college readiness across academics, essays, and extracurriculars. We’ve raised $30 million from top-tier investors including Goodwater Capital, Conductive Ventures, FJ Labs, Scrum Ventures, Translink Capital, Azure Capital Partners, and Spero Ventures. Empowerly is a founder-led company that has grown through SEO-driven performance marketing. We’ve now invested heavily in scaling a diversified GTM motion across Sales, Events, B2C, Partnerships, and Business Development and we’re looking to grow our revenue by 150–200%+ in the coming phase. This role will be critical to helping us make that leap. We operate on a remote-first basis, building a team of individuals who excel in remote environments and are passionate about making high-quality college counseling accessible to all students, regardless of their background or location. THE ROLE

We’re hiring a Senior Financial Analyst to partner directly with the CFO and elevate how financial insight drives company decisions. This is not a reporting role. This is a thinking role.

You will:

Take ownership of board-ready financial materials

Build and refine three-statement financial models

Translate financial data into strategic recommendations

Identify risks, inefficiencies, and opportunities across the business

Provide clear, actionable solutions... not just summaries

You’ll operate with a CFO mindset with exposure to how capital moves around, what  Board Members think, and how financial strategy shapes company trajectory.

1. Build Institutional-Grade Financial Models

You will design and own fully integrated, three-statement financial models including the Income Statement, Balance Sheet, and Cash Flow Statement, built from operational drivers and core business metrics.

This includes:

Building forecasting and budgeting models from the ground up using KPI-driven assumptions

Translating unit economics such as CAC, LTV, conversion rates, churn, refund rates, pricing, commissions, and hiring velocity into financial projections

Rolling operational drivers into fully integrated three-statement forecasts

Modeling cash runway, capital allocation scenarios, and sensitivity analyses

Creating board- and investor-quality models aligned with venture and private equity expectations

You are comfortable starting with raw metrics and constructing a complete financial narrative from first principles.

2. Strategic Financial Analysis

Deep-dive into P&L performance and margin dynamics

Analyze revenue quality, refund trends, customer acquisition efficiency, and operational leverage

Move beyond “what happened” to “why it happened” and “what we should do about it”

Identify risks, inefficiencies, and capital misallocation

Build models to guide pricing strategy, hiring plans, GTM investments, and long-term planning

You do not simply explain numbers. You improve outcomes.

3. Board and Executive Reporting

Own preparation of board-ready financial materials, including narrative, framing, and insight

Anticipate investor questions before they are asked

Elevate financial storytelling across departments

Ensure clarity, consistency, and strategic alignment in executive presentations

You understand how to present financial performance in a way that builds confidence and demonstrates command of the business.

4. Forecasting, Planning and Capital Strategy

Lead budgeting and rolling forecast cycles

Stress-test assumptions and build downside and upside scenarios

Improve financial visibility across the organization

Partner cross-functionally to align operating plans with financial targets

Support balance sheet forecasting and cash planning

5. Operational Finance and Light Accounting Oversight

Support balance sheet accuracy and forecasting discipline

Track commissions and variable compensation and coordinate with payroll

Monitor financial controls and reporting integrity

Ensure financial accuracy across monthly and quarterly close cycles

WHAT MAKES THE ROLE DIFFERENT

Our data team pulls numbers. You will question them.

If a department reports a metric, you will ask:

What operational driver is causing this?

What is the short- and long-term financial impact?

What capital decisions does this influence?

What mitigation strategies should we implement?

Is there a more accurate or more strategic way to model this?

You will learn the business of each stakeholder and balance departmental needs against enterprise-level financial discipline.

WHO YOU ARE

Bachelor’s degree in Finance, Accounting, Economics, or related field. MBA strongly preferred.

5 to 9 years of experience in FP&A, Strategic Finance, Investment Banking, Management Consulting, or high-growth venture or private equity-backed companies

Proven experience building fully integrated three-statement financial models from scratch

Strong background in KPI-driven forecasting and driver-based budgeting

Experience presenting to executive leadership or board-level stakeholders

Deep understanding of balance sheet forecasting and cash flow modeling

Strong command of financial modeling best practices aligned with venture-backed expectations

Ability to operate independently with minimal oversight

Exceptional communication skills and ability to translate complexity into clarity

High ownership mindset with comfort in a demanding, high-performance environment

West Coast timezone preferred

WHAT SUCCESS LOOKS LIKE

Financial models are robust, integrated, and investor-ready

Board materials are elevated, polished, and strategically sharp

Financial analysis consistently informs operational improvements

Risks are identified early and mitigated proactively

The CFO can say, “Something feels off,” and you know exactly how to investigate

Over time, you evolve from Senior Analyst to a broader strategic finance leader.

This role has a clear path toward Finance Manager or broader strategic finance leadership as Empowerly scales.

We are looking for someone who wants to build financial infrastructure that supports long-term enterprise value creation, not just maintaining spreadsheets.

INTERVIEW PROCESS

Final candidates will complete a project that includes:

Reviewing and improving a three-statement financial model

Building a driver-based forecast

Creating a board-style financial presentation

Identifying strategic insights and recommendations

Presenting findings to a panel

We are not looking for perfection.

We are looking for structured thinking, modeling depth, and financial judgment.

If you thrive on building models from first principles, enjoy solving complex financial puzzles, and want meaningful exposure to executive-level decision-making, we would love to meet you.