Financial Analyst

Job Description

Financial Analyst | Apptegy

The Tone:
This is a full-time role at Apptegy, a technology company dedicated to transforming how schools communicate and shaping the future of education. Apptegy empowers districts to share their stories, engage their communities, and celebrate student success. This Financial Analyst role is a key position within the Finance team, designed to drive financial clarity and strategic decision-making across the organization. The work directly impacts Apptegy’s investment strategies, growth initiatives, and scaling efforts, requiring a strategic thinker who translates complex financial and operational data into actionable insights for business leaders.

The TL;DR
• Role: Experienced Professional
• Type: Full-time
• Location: Remote (US or Mexico)
• Pay: $75000–$100000 yearly
• Team: This role sits within the Finance team and partners closely with leaders across Sales, Marketing, Customer Success, Product, and Operations.
• Mission: This person will drive financial clarity and strategic decision-making by providing insights that shape how Apptegy invests, grows, and scales its operations.
• Tech Stack: Excel, Google Sheets, Python, Macros/VBA, Google Apps Script, Pigment, Anaplan, Adaptive, Planful, NetSuite, Salesforce, SQL, Looker, Tableau, Claude, ChatGPT, Glean, Copilot

What You’ll Actually Do
• Planning & Forecasting: Own key aspects of Apptegy’s financial planning cycle, including annual budgeting, quarterly forecasting, and long-range planning.
• Financial Modeling: Build and maintain scalable financial models for revenue, operating expenses, and headcount, running scenarios to evaluate trade-offs between growth, profitability, and investment levels.
• Business Partnership: Serve as a trusted partner to department and go-to-market leaders, analyzing financial performance and SaaS metrics to provide clear, actionable recommendations on initiatives and resource allocation.
• Infrastructure Development: Improve and maintain core models, dashboards, and reporting frameworks, implementing and optimizing FP&A tools and designing automated, AI-enabled reporting processes.
• Strategic Analysis: Lead ad hoc analysis and scenario modeling for high-impact projects such as pricing strategies, new product investments, and operational improvements.

The Must-Haves
• Background: Bachelor’s degree in Finance, Accounting, Economics, or a related discipline.
• Experience: 3+ years in FP&A, financial analysis, corporate finance, or similar analytical roles, with experience leveraging AI tools, workflow automation, or scripting to streamline financial processes.
• Skills: Advanced financial modeling proficiency in Excel or Google Sheets, the ability to synthesize complex data into clear insights, and experience partnering cross-functionally to influence business decisions through financial analysis.
• Bonus: Experience in a SaaS or subscription-based business with familiarity in recurring revenue metrics, exposure to FP&A platforms (e.g., Pigment, Anaplan), and experience with ERP/CRM or BI tools (e.g., NetSuite, Salesforce, SQL).