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Financial Planning Analyst

Boston , Massachusetts

About Us 

Shorelight 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 is responsible for managing business planning and evaluating investment opportunities.  The Financial Planning Analyst supports the FP&A team in being strategic advisors to our leadership team, university partners, and global recruitment network.  This role will have the unique ability to participate and influence all aspects of the business, so the ability to build strong relationships and influence business partners is essential.  The Financial Planning Analyst reports to the Senior Manager, Financial Planning & Analysis (FP&A).


The Financial Planning Analyst is self-motivated with the ability to adjust quickly to shifting priorities and manage time efficiently.  He/She/They thinks creatively, pays close attention to detail, and can articulate with excellent oral and written communication skills.  The Financial Planning Analyst is an energetic team player who thrives in a fast-paced environment and has the ability to condense complex analysis into actionable information for business leaders at all levels of the organization.


Essential Functions

  • Monitor financial performance across product & loss (P&L), balance sheet, and cash flow statements and highlight trends across key performance indicators
  • Partner with accounting team to execute the monthly close and provide business reporting to department and university leaders to help drive business performance through visibility and accountability
  • 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 are in line with strategic expectations
  • Lead annual budget and monthly forecasting process for designated business areas
  • Partner with FP&A team members to assist in building efficient and repeatable processes to improve automation of standardized reporting, including use of business intelligence (BI) tools
  • Support Senior Manager, FP&A and corporate finance team in creating presentation materials for our board meetings and quarterly business reviews


Minimum Qualifications

  • Bachelor’s degree in Finance, Economics, or Accounting
  • 2+ years of experience in Finance or Accounting with increasingly challenging roles
  • Advanced Microsoft Excel skills, including strong experience with financial modeling and advanced functions and formulas
  • Eligibility to work in, and travel freely to and from, the United States without sponsorship





Preferred Qualifications

  • Master’s degree
  • Experience with Adaptive Planning
  • Experience with Netsuite, Tableau, and Salesforce


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 is an Equal Opportunity Employer