Senior Financial Analyst

Job Description

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.

$110,000 - $160,000 a year

The benefits package includes health/dental/vision insurance, paid vacation and sick days, and a 401k. In addition to our tangible benefits, Empowerly provides our people the opportunity to learn and grow within a supportive team environment.

This Senior Financial Analyst turns finance into a strategic driver of growth at Empowerly. Rather than simply reporting numbers, this role uncovers insights, identifies risks, and delivers actionable recommendations that improve margins and operational performance.

They own board-ready materials, elevate financial storytelling, and strengthen forecasting accuracy. By transforming data into clear decisions and scalable financial structure, this hire multiplies the CFO’s leverage and ensures finance actively shapes the company’s direction—not just documents its past.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.