Senior Financial and Planning Analyst

Summary

Join Effective School Solutions as a Senior FP&A Analyst and contribute to the growth of a private equity-backed company focused on school-based mental health services. Reporting to the CFO, you will develop and implement an integrated business planning process, working closely with various stakeholders. Key responsibilities include preparing financial reports, developing operational KPIs, performing financial analyses, and supporting M&A efforts. The ideal candidate possesses strong analytical skills, experience in FP&A for a multi-state services company, and excellent communication skills. This role offers the opportunity to make a significant impact on the mental health of youth while enjoying competitive compensation and benefits and excellent career growth opportunities.

Requirements

• 4+ years of experience
• Bachelor’s Degree in Accounting, Finance or Economics, preferred
• High proficiency in advanced skills in Excel and PowerPoint
• Outstanding communication skills and proven leader of change. Extensive experience in cross functional communication. Highly driven to create visibility for informed decisions
• Ability to inspire team members to adopt new behaviors required for growth and success
• Ability to provide meaningful and insightful commentary on financial results to management, investors, and other constituents on a monthly, quarterly, and annual basis
• Strong analytical skills and results orientation
• Ability to quickly understand the relevant levers from both the operation and financial perspectives
• Ability to bring discipline and rigor to analyses and also leverage common sense to solutions
• Strategic thinking skills and inquisitiveness while toggling between operational and the strategic needs of the company
• Be a service-minded partner to the management team and clinical leadership

Responsibilities

• Develop reports for the monthly operating review, providing monthly financial results and forecast expectations to the Board along with analysis of revenue and spending vs. targets
• Prepare, maintain, and design monthly operational KPIs that can be communicated and transparently tracked across the business
• Provide financial and operational analyses and reports that enable sound business decisions across the organization and support the initiatives of the organization
• Work with IT, Operations, individual Clinical Directors, HR, etc. to gauge overall financial health, maximize profit margins, balance investments, and help the team execute against that plan
• Perform scenario analysis of financial drivers and outcomes based on a range of operational levers which impact the business
• Mature the company’s FP&A program and develop a multi-site financial model for the company
• Assemble an assortment of benchmarks, solutions, models, research, and metrics from each location and region to key in on how current and proposed operations can support the financial growth plan of the company
• Assist in the design and developing financial models through analytical work, based on the growth strategy
• Work closely with individual departments, collecting historical budget metrics, setting a path to project a 3-5 year financial forecast and growth horizon, and be prepared to lead the FY2026 annual budget process
• Evaluate and introduce appropriate financial planning tools
• Partner with the VP of IT and Director of Data & Analytics to scope, implement, and improve the company’s business intelligence platform and insights
• Support M&A efforts to help the company keep pace with its growth goals
• Special projects may include add-on diligence and investment analysis

Preferred Qualifications

• Experience in NetSuite ERP and Planning & Budgeting
• Experience in performing FP&A for a $50M or > multi-state services company, highly preferred
• Experience providing modeling support for transactions and successful deals
• Based in NJ
• Experience operating in a private equity-backed and/or levered environment
• Sales operations and compensation planning
• MBA or CPA

Benefits

• ESS is focused on addressing one of the biggest challenges our country is facing - - the mental health of our youth
• ESS is a dynamic organization with a strong record of accomplishment of innovation and growth
• ESS provides staff with excellent career growth opportunities
• ESS offers staff competitive compensation and benefits offerings
• ESS values clinician voice and perspective and has multiple methods to give feedback and input on company decisions