Note: The job is a remote job and is open to candidates in USA. Apptegy is a tech company committed to transforming how schools communicate and shape the future of education. They are seeking a Financial Analyst to drive financial clarity and strategic decision-making across the organization, partnering closely with various departments to provide insights that support growth and scalability.

Responsibilities

• Own key parts of Apptegy’s planning cycle, including annual budgeting, quarterly forecasting, and long‑range planning
• Build and maintain scalable financial models across revenue, operating expenses, and headcount
• Run scenarios that help evaluate trade‑offs between growth, profitability, and investment levels
• Lead monthly and quarterly reviews with clear variance and trend analysis for leadership
• Analyze financial performance and SaaS metrics (e.g., revenue, pipeline, retention, customer growth) to identify trends, risks, and opportunities
• Translate complex data into clear, actionable recommendations for senior leaders and cross‑functional partners
• Serve as a trusted partner to leaders across departments and go‑to‑market teams, helping evaluate initiatives, resource allocation, and growth opportunities
• Lead ad hoc analysis and scenario modeling for high‑impact projects such as pricing, new product investments, and operational improvements
• Improve and maintain core models, dashboards, and reporting frameworks to enable faster, more accurate decision‑making
• Implement and optimize FP&A tools (e.g., Pigment) and related systems, building workflows that reduce manual effort
• Design and run automated, AI‑enabled reporting and processes that improve speed, accuracy, and data quality
• Prepare concise materials and insights for leadership and board‑level reporting, and help evolve Apptegy’s planning processes as we scale

Skills

• 3+ years of experience in FP&A, financial analysis, corporate finance, or related analytical roles
• Bachelor's degree in Finance, Accounting, Economics, or a related discipline
• Advanced financial modeling skills in Excel or Google Sheets, including scenario modeling and large dataset analysis
• Experience leveraging AI tools, workflow automation, or scripting (e.g., Python, Macros/VBA, Google Apps Script, or similar) to streamline financial processes and reduce manual work
• Ability to synthesize complex data into clear insights and actionable recommendations
• Experience partnering cross-functionally with business leaders and influencing decisions through financial analysis
• Experience in a SaaS or subscription-based business with familiarity in recurring revenue metrics (ARR, retention, LTV/CAC, payback)
• Experience working in a high-growth company where processes and systems are evolving
• Demonstrated interest or experience using generative AI tools (e.g., Claude, ChatGPT, Glean, Copilot) to accelerate analysis, automate workflows, or improve reporting
• Exposure to FP&A platforms such as Pigment, Anaplan, Adaptive, or Planful
• Experience working with ERP or CRM systems such as NetSuite, Salesforce, or similar platforms
• Familiarity with BI tools or data querying (SQL, Looker, Tableau, etc.)

Benefits

• Comprehensive medical, dental, vision, and life insurance coverage
• Retirement 401(k) with employer match
• Health Savings Accounts (HSA) and Flexible Spending Accounts (FSAs)
• Mental Health Reimbursement
• Unlimited paid time off, including seasonal (December) company-wide time off
• Paid parental and medical leave
• Private medical insurance for you and your dependents
• Life insurance
• 15 days Aguinaldo
• Vales de Despensa
• Fondo de Ahorro
• Caja de Ahorro
• Flexible paid time off policy
• Paid travel to/from Little Rock, Arkansas for Onboarding

Company Overview