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Job Department: Finance & Accounting

Job department: Finance & Accounting

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Financial Planning Analyst

Boston , Massachusetts
Description

About Us

Shorelight Education is reinventing the international education experience for students worldwide. Based in Boston, the company works directly with top-ranked, nonprofit American universities to build innovative programs and high-touch, technology-driven services that help talented students thrive and become global citizens.

Job Overview

The Financial Planning Analyst acts as a strategic advisor to Shorelight’s leadership team, university partners, and global recruitment network by providing financial input to execute our business strategy. This role participates and influences all aspects of the business, making it a unique opportunity for the right person. The Financial Planning Analyst is part of the corporate finance team, which manages business planning and evaluates investment opportunities.

Essential Functions

  • Monitor financial performance and highlight trends across key performance indicator
  • Partner with accounting team to execute the monthly close and provide business reporting to department and university leaders
  • Provide analytical support to department and university leaders for ongoing initiatives and ad hoc requests
  • Work closely with department and university leaders to validate that the return on investments (ROI) of initiatives align with strategic expectations
  • Own annual budget and monthly forecasting process for designated business areas
  • Build efficient and repeatable processes to improve automation of standardized reporting
  • Assist Chief Finance Officer and Corporate Finance by creating materials for board meetings and quarterly business reviews

Minimum Qualifications

  • Bachelor’s degree in finance, economics, or accounting
  • 2–5 years of experience in finance or accounting
  • 2+ years of direct financial planning and analysis experience
  • Advanced Microsoft Excel skills
  • Demonstrated ability to build relationships and influence business partners
  • Ability to think creatively
  • Highly driven and self-motivated, but with the ability to work as part of a team
  • Strong attention to detail and ability to prioritize effectively in a fast-paced environment
  • Articulate with excellent oral and written communication skills
  • Eligibility to work in, and travel freely to and from, the United States without sponsorship

Preferred Qualifications

  • M.B.A.
  • Strong experience with financial modeling
  • Experience with Adaptive Planning
  • Experience with Salesforce

 
Application Process

To be considered for this position, please visit the Shorelight Careers page to apply with a resume and cover letter.

Background Check Required–Education, Criminal, Identity

Shorelight Education is an Equal Opportunity Employer.

Apply
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Shorelight Education — Accounting Manager, Financial Systems

Boston , Massachusetts
Description

About Us

Shorelight Education is reinventing the international education experience for students worldwide. Based in Boston, the company works directly with top-ranked, nonprofit American universities to build innovative programs and high-touch, technology-driven services that help talented students thrive and become global citizens.

Job Overview

The Accounting Manager, Financial Systems, coordinates new technology projects and reviews and updates current processes relating to student accounts using technology such as Salesforce, NetSuite, Student Payment Portal, AvidXchange, Adaptive, Tableau, Certify, and Merchant Banking. This individual liaises between Finance and all other departments regarding new technology initiatives affecting student accounts. Reporting to the Senior Accounting Manager, Campus Operations, this role reviews monthly profit and loss and balance sheets financial statements for several campus locations. This role significantly contributes to the creation, review, and training of staff on all Finance Department policies.

Essential Functions

Financial Systems

  • Serve as primary point person between Finance and all other departments for technology initiatives, improvements, and updates, as related to student accounts in Salesforce and NetSuite
  • Communicate updates and changes regarding student accounts to the finance team
  • Support Operations, Finance, and IT in the review, update, testing, and rollout of the annual PriceBook in Salesforce
  • Serve as contact for launch readiness meetings and updates on new campus implementations
  • Facilitate meetings between IT and appropriate members of Finance during Salesforce changes and upgrades
  • Assist management and IT with planning, implementation, and rollout of a student payment portal
  • Coordinate and communicate with Admissions, Operations, Enrollment Services, and Marketing on updates relating to student accounts and statement of fees

University Financials

  • Work with Finance to drive continuous improvement in the timeliness and accuracy of the month-end close process
  • Apply a detail-oriented review of all balance sheets reconciliations for assigned campus locations
  • Collaborate with finance management to develop training protocols for new and existing team members to follow

Revenue and Corporate Operations

  • Partner with IT to develop efficiencies in reconciling student data between NetSuite and Salesforce
  • Assist in all aspects of the annual external and internal audit(s) and manage special projects to achieve both company and finance team goals
  • Work with finance management to review, develop, and implement internal control policies for the Finance Department

People Management

  • Recruit, develop, and retain team members to ensure productivity and engagement
  • Engage in talent management activities such as goal setting, performance evaluations, stay interviews, development planning, and ongoing feedback to develop team members and achieve organization goals
  • Provide coaching, counseling, and corrective action (when necessary) to team members
  • Foster a culture that reflects Shorelight’s values

Minimum Qualifications

  • Bachelor’s degree in accounting or finance
  • Strong academic background in accounting and finance, with at least 5 years of previous experience
  • 2+ years of experience managing a team
  • Experience in Salesforce and NetSuite
  • Advanced Microsoft Excel skills
  • Eligible to work and travel in the United States without sponsorship

Preferred Qualifications 

  • Master’s in business administration
  • Certified Public Accountant
  • Experience with FloQast and AvidXchange
  • Excellent written and verbal communication skills
  • Strong problem-solving and analytical skills
  • High attention to detail and strong organizational skills

Application Process

To apply for this position, please visit the Shorelight Careers page to submit an application with a resume and cover letter.

Background Check Required–Education, Criminal, Identity

Shorelight Education is an Equal Opportunity Employer.

Apply
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Shorelight Education — Commissions Specialist

Boston , Massachusetts
Description

About Us

Shorelight Education is reinventing the international education experience for students worldwide. Based in Boston, the company works directly with top-ranked, nonprofit American universities to build innovative programs and high-touch, technology-driven services that help talented students thrive and become global citizens.

Job Overview

The Commissions Specialist analyzes, processes, and manages commission and bonus payments to global channel partners and recruitment team staff members. Reporting to the Commissioners Manager, this individual assists throughout the entire process, from data verification through completion of payment. The ideal candidate enjoys working in a challenging and fast-paced environment and welcomes this opportunity to support our continued success and growth.

Essential Functions

Commissions & Bonus

  • Review and analyze bonus and commission plans; calculate bonus and commission liabilities
  • Work with Commissions Analyst to partner with teams to gather all student enrollment information across all partner universities
  • Assist in the production and distribution of commission and bonus statements
  • Maintain and analyze system data that is critical for commission functions
  • Proactively identify areas of concern in commissioning process and recommend improvements
  • Process commission and bonus payments and record entries in the accounting system
  • Assist in automation initiatives for commission and bonus processing
  • Reconcile commission payment to revenue recognition schedule

Minimum Qualifications

  • A./B.S. degree
  • Strong proficiency in Microsoft Excel
  • 1-2 years of experience in an analytical or a finance-oriented role, preferably commissions related
  • Ability to work independently and as part of a team and take on new tasks with high level of difficulty
  • Customer service focused; strong problem-solving and analytical skills
  • Ability to take ownership of projects and drive them through completion

Preferred Qualifications

  • Working knowledge of Netsuite and Salesforce.com

Application Process

To apply for this position, please visit the Shorelight Careers page to submit an application with a resume and cover letter.

Background Check Required–Education, Criminal, Identity

Shorelight Education is an Equal Opportunity Employer.

Apply
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FP&A Manager

Boston , Massachusetts
Description

About Us

Shorelight Education is reinventing the international education experience for both students and universities. In partnership with leading U.S. institutions, we build innovative degree programs—whether on campus or cloud-based, in the United States or students’ home countries—that help students thrive and create a new generation of successful, globally-minded alumni.

 

Job Overview

We are seeking a Corporate Financial Planning & Analysis (FP&A) Manager to join our growing team based in Boston, MA. The corporate finance team is responsible for managing business planning, executing our forecast process, and evaluating investment opportunities. This role will have the unique opportunity to participate and influence all aspects of the business.  This role will also require a high level of intellectual curiosity with a drive for a deep understanding of a wide array of data points.  Being collaborative, organized, and having a passion for data modeling is essential. 

 

Essential Functions

Financial Planning

  • Lead the annual and quarterly planning processes, ensuring accuracy and expediency
  • Participation in the creation, communication, and execution of multi-year strategic plan
  • Own the quarterly / annual cash flow model, working with other stakeholders to forecast P&L, Balance Sheet, and Cash Flow statements
  • Lead in-depth analysis of key performance indicators
  • Assist in prioritization and delivery of ad hoc analysis projects

 

Reporting

  • Produce a robust quarterly reporting package providing senior leadership with understanding of not only the results but also the leading indicators of future results
  • Collaborate with our sales operations team to build performance metrics that support executive decision making
  • Assume ownership of the company’s metric reporting and analysis

 

People Management

  • Recruit, develop, and retain team members to ensure productivity and engagement
  • Engage in talent management activities such as goal setting, performance evaluations, stay interviews, development planning, and ongoing feedback to develop team members and achieve organization goals
  • Provide coaching, counseling, and corrective action (when necessary) to team members
  • Foster a culture that is reflective of Shorelight’s values

Minimum Qualifications

  • Bachelor degree in Finance or Accounting, or equivalent practical experience
  • 5+ years of corporate FP&A experience
  • Strong understanding of Generally Accepted Accounting Principles (GAAP), three statement financial modeling, and consolidated reporting

 

Preferred Qualifications

  • MBA/CMA
  • Strong system skills with a focus on Adaptive Insights and Salesforce.com
  • Previous people management experience

 

Application Process

To apply for this position, please visit the Shorelight Careers page to submit an application with a resume and cover letter.

Shorelight Education is an Equal Opportunity Employer.

Apply
Back to Careers Page

FP&A Manager

Boston , Massachusetts
Description

About Us

Shorelight Education is reinventing the international education experience for both students and universities. In partnership with leading U.S. institutions, we build innovative degree programs—whether on campus or cloud-based, in the United States or students’ home countries—that help students thrive and create a new generation of successful, globally-minded alumni.

 

Job Overview

We are seeking a Corporate Financial Planning & Analysis (FP&A) Manager to join our growing team based in Boston, MA. The corporate finance team is responsible for managing business planning, executing our forecast process, and evaluating investment opportunities. This role will have the unique opportunity to participate and influence all aspects of the business.  This role will also require a high level of intellectual curiosity with a drive for a deep understanding of a wide array of data points.  Being collaborative, organized, and having a passion for data modeling is essential. 

 

Essential Functions

Financial Planning

  • Lead the annual and quarterly planning processes, ensuring accuracy and expediency
  • Participation in the creation, communication, and execution of multi-year strategic plan
  • Own the quarterly / annual cash flow model, working with other stakeholders to forecast P&L, Balance Sheet, and Cash Flow statements
  • Lead in-depth analysis of key performance indicators
  • Assist in prioritization and delivery of ad hoc analysis projects

 

Reporting

  • Produce a robust quarterly reporting package providing senior leadership with understanding of not only the results but also the leading indicators of future results
  • Collaborate with our sales operations team to build performance metrics that support executive decision making
  • Assume ownership of the company’s metric reporting and analysis

 

People Management

  • Recruit, develop, and retain team members to ensure productivity and engagement
  • Engage in talent management activities such as goal setting, performance evaluations, stay interviews, development planning, and ongoing feedback to develop team members and achieve organization goals
  • Provide coaching, counseling, and corrective action (when necessary) to team members
  • Foster a culture that is reflective of Shorelight’s values

Minimum Qualifications

  • Bachelor degree in Finance or Accounting, or equivalent practical experience
  • 5+ years of corporate FP&A experience
  • Strong understanding of Generally Accepted Accounting Principles (GAAP), three statement financial modeling, and consolidated reporting

 

Preferred Qualifications

  • MBA/CMA
  • Strong system skills with a focus on Adaptive Insights and Salesforce.com
  • Previous people management experience

 

Application Process

To apply for this position, please visit the Shorelight Careers page to submit an application with a resume and cover letter.

Shorelight Education is an Equal Opportunity Employer.

Apply