Senior Financial Analyst

1 month ago

Bloomington, United States Solution Tree Full time

This position can be a remote work-from-home position. Candidates do not need to reside in Indiana but need to be a US citizen.
Solution Tree

About Us:

Solution Tree delivers comprehensive professional development to schools and districts around the world. We empower K–12 educators to raise student achievement through a wide range of services and products including educator conferences, customized district solutions for long-term professional development, books, videos, and online courses. When you join Solution Tree, you join a highly regarded team that is dedicated to providing quality and excellence in professional development. Guided by our mission, vision, and values, our team is united under one goal – to transform education worldwide to ensure learning for all. If you have the passion and skill to help further Solution Tree's mission, we want to hear from you.

Employees Enjoy:

  • Innovative, team-oriented environment
  • Working with leading voices and rising stars in staff development
  • A compensation package that includes competitive pay and benefits such as medical, dental, and vision insurance plans, 401k, paid time off, and more.
  • Doing work that matters

Financial Analyst:

Position Summary:

The Senior Financial Analyst is a member of the Accounting & Finance department and will work closely with the Financial Planning & Analysis team in building the annual plan, tracking the company's performance against the plan, analyzing business performance to create projections, and helping senior management make tactical and strategic decisions through data analysis and reporting. They will possess strong technical computer skills and demonstrate excellent analytical, decision-making, and problem-solving skills. They will work closely with the FP&A team and other departments to provide timely, accurate, and meaningful information to internal stakeholders. To succeed in this role, they will manage large amounts of data and be able to summarize the data for management in a meaningful and actionable manner.

Responsibilities:

  • Produce monthly reports, which include key metrics, financial results, and variance reporting.
  • Analyze business and financial data.
  • Assist with annual plan (budget) and projection processes.
  • Analyze sales data by product, customer, and territory classifications.
  • Perform other related duties as assigned.

Requirements and Skills:

  • Strong working knowledge of Excel and financial modeling.
  • Excellent analytical, decision-making, and problem-solving skills.
  • Comfortable learning and working in a variety of software applications.
  • Experience with NetSuite and BI tools a plus (not required).
  • Familiarity with Generally Accepted Accounting Principles preferred.
  • Attention to accuracy and detail required.
  • Excellent verbal and written communication skills.
  • Ability to multi-task, prioritize, take initiative, and manage time effectively.

Education and Experience:

  • Bachelor's degree in Accounting, Finance, Business Analytics or a related field required.
  • 3+ years of professional experience as a financial analyst or accountant.

Remote Work Environment and Personal Obligation Management

As a remote-first company, we are committed to providing our team members with the flexibility to work from anywhere. However, to maintain our standards of excellence and ensure uninterrupted productivity, we have specific expectations regarding the remote work environment.

Dedicated Workspace: Employees are expected to establish a dedicated, quiet workspace that is free of distractions. This environment should be conducive to professional activities and mirror the focus and privacy one would expect in an in-office setting.

Personal Obligations: While we recognize the challenges of balancing professional responsibilities with personal obligations, including childcare, we rely on our team members to manage these aspects effectively during work hours. It is essential that personal obligations do not impede work commitments. Employees are responsible for arranging appropriate care or support to ensure they can dedicate their full attention to their work tasks without interruption.

We believe these practices are key to fostering a productive and respectful remote working culture, where every team member can contribute their best work. We evaluate candidates based on a holistic view of their qualifications, including but not limited to their skills, experience, and education. Our goal is to offer a competitive compensation package that reflects the value we believe each employee brings to our team. The final salary for the position will be determined after a thorough evaluation of the successful candidate's relevant qualifications in relation to our compensation structure, which is designed to reward contributions and performance.

Our Company's Rooted Commitment to Attractive Benefits

  • Annual Raises
  • Employee Discounts
  • Paid Vacation and Holidays (including generous personal time to celebrate holidays not listed on the company calendar)
  • Competitive Bonus Structures
  • Employee Assistance Program (EAP)
  • 401k Retirement Plan with Employer match
  • Health Insurance Plans (medical, dental, vision)
  • HSA and Flexible Spending Accounts (ie. childcare and many more)
  • Employer-paid Short-Term Disability (STD) and Basic Life Insurance.
    • Optional Long-Term Disability (LTD) and additional coverage for Life and AD&D
  • Compliance with FMLA and state-specific leave laws for necessary time off

Request for Reasonable Accommodation

If you need reasonable accommodation to fulfill an application due to a recognized disability under applicable law, kindly email Please be aware that this email is intended solely to respond to specific requests for assistance related to completing the application as an accommodation for a disability. Other inquiries will not be addressed.

Disclaimers

The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

Solution Tree is an Affirmative Action - Equal Employment Opportunity Employer.

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