Financial Planning & Analysis (FP&A) Manager

Summary

Join us as a Financial Business Analyst and Operations Manager at Empowerly, a rapidly growing education technology company. As a key player in driving financial strategy and operational efficiency, you will work closely with cross-functional teams to provide data-driven insights and analysis. This role is ideal for someone passionate about both finance and technology, eager to make an impact in the education sector.

Requirements

• Bachelor of Science in Accounting and Finance; and an MBA from a Top 25 University
• 5+ years of experience in financial planning and analysis (FP&A), operations management, or a similar role, preferably in a marketplace or a Series B to C environment
• Knowledge in building models related to fundraising and/or Venture Debt
• Experience in budgeting and forecasting
• Strong understanding of GAAP accounting principles
• Strong working knowledge of Empowerly Tech Stack: QuickBooks, Tableau, SaaS, Hubspot, etc
• Proven experience in marketplace operations management, with a track record of optimizing financial performance and operational efficiency for contractors, freelancers, or 1099 models
• Strong experience with financial modeling, forecasting, and variance analysis to support strategic decision-making
• Experience in sales compensation plan design and implementation, ideally with a focus on aligning incentives with business outcomes and market benchmarks
• Demonstrated ability to collaborate with data science and analytics teams to set and track performance targets and deliver actionable insights
• Advanced proficiency in financial modeling and analysis tools, such as Excel and Google Sheets
• Proficiency in business intelligence tools (e.g., Tableau, Power BI, Looker) and data manipulation tools
• Excellent communication and presentation skills, with the ability to translate complex financial data into clear insights for non-financial stakeholders
• Strong strategic and operational mindset, with the ability to balance long-term planning with short-term execution
• High degree of comfort with ambiguity and change, able to thrive in a fast-paced startup environment
• Experience working with outsourced accounting teams to ensure alignment and integration of financial data and reporting
• Knowledge of financial planning and budgeting platforms and experience integrating them with operational systems
• Understanding of industry-specific challenges in EdTech or technology-driven marketplaces is a plus

Responsibilities

• Oversee the financial and operational performance of Empowerly’s marketplace of counselors
• Ensure effective compensation structures and benefits support that align with market benchmarks and business objectives
• Develop and maintain financial models to forecast revenue, expenses, and profitability
• Conduct variance analysis and track performance against business plans
• Provide insights on the financial health of the marketplace
• Partner with the data science and analytics team to establish and track monthly, quarterly, and annual targets for the marketplace
• Assess the capability and capacity of counselors to meet these targets and provide recommendations for optimization
• Develop and refine sales compensation plans for marketplace counselors that are aligned with both revenue goals and individual performance metrics
• Ensure competitiveness and effectiveness of compensation strategies
• Identify and implement strategies to optimize marketplace operations, including counselor utilization, onboarding, and engagement
• Monitor and improve processes to enhance scalability and efficiency
• Leverage business intelligence tools (e.g., Tableau, Power BI, Looker) to analyze key financial and operational metrics
• Provide actionable insights to improve operational efficiency and profitability
• Prepare and present financial reports for leadership, including performance summaries, profitability analyses, and forecasting updates
• Ensure accuracy and transparency in financial documentation
• Work closely with teams across finance, data science, product, and operations to ensure alignment with financial goals and operational strategies
• Regularly evaluate the capability and capacity of the marketplace counselors to deliver results
• Make data-driven recommendations to support scaling efforts and improve overall marketplace performance

Benefits

• Unlimited PTO
• Health insurance
• Dental insurance
• Vision insurance
• Paid vacation and sick days
• 401(k)