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 Empowerlyβs 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)