Apptegy

Apptegy

Senior Financial Analyst

Remote US · Senior

Sponsorship not specified$100k-$120kDetected 14 days ago
PythonSQLData VisualizationLLMsSalesforceCRMFinancial ModelingFinancial AnalysisAccountingForecastingBudgetingExcelFP&AERPPerformance ManagementCustomer SuccessLeadershipCommunicationMentoringNetSuite

About the role

  • Above all, the ideal candidate is an exceptional communicator who can translate complex financial and operational data into a clear point of view and influence decisions with senior leaders - up to and including the CEO and CFO.

Responsibilities

  • Own Planning, Forecasting & Performance
  • Own FP&A end-to-end for a critical, complex area of the business, and set the bar for forecast accuracy and insight quality
  • Build and maintain scalable financial models across the full P&L - revenue, operating expenses, and headcount
  • Lead monthly and quarterly reviews with clear variance and trend analysis for leadership, and own the integrity of the numbers behind them
  • Serve as a trusted partner to leaders across departments and go‑to‑market teams, helping evaluate initiatives, resource allocation, and growth opportunities
  • Translate complex data into clear, actionable recommendations for senior leaders and drive the FP&A narrative in leadership and Board materials
  • Lead cross-functional analytical projects and the most consequential ad hoc work - pricing, investment cases, new product investments, and operational improvements
  • Build Scalable, AI‑enabled Finance Infrastructure
  • Improve and maintain core models, dashboards, and reporting frameworks to enable faster, more accurate decision‑making
  • Own and extend major modules within our planning platform (Pigment) and related systems, building workflows that reduce manual effort

Requirements

  • The ideal candidate combines strong analytical depth with business curiosity and the ability to influence decisions through clear, thoughtful financial storytelling.
  • 5+ years of experience in FP&A, financial analysis, corporate finance, or related analytical roles, including end-to-end ownership of planning and forecasting for a meaningful area of a business
  • Bachelor's degree in Finance, Accounting, Economics, or a related discipline

Compensation

  • Base salary range $100,000 - $120,000
  • Own key parts of Apptegy's planning cycle, including annual budgeting, quarterly forecasting, and long‑range planning
  • Full P&L exposure, including serving as a key driver in annual budget cycles

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
  • Flexible paid time off policy

Company info

  • At Apptegy, we are more than a tech company
  • we are partners dedicated to transforming how schools communicate and shape the future of education. Your work here will directly empower districts to share their stories, engage their communities, and celebrate student success. We're a team of thoughtful, high-performing individuals committed to making a tangible impact. If you're looking for a dynamic environment where you'll be supported with exceptional mentorship and resources to grow your career, come build with us.
  • The Role
  • Apptegy is seeking a Senior Financial Analyst to join our FP&A team as a trusted partner and play a key role in driving financial clarity and strategic decision-making across the organization. This role sits within our Finance team and partners directly with senior leaders across Sales, Marketing, Customer Success, Product, and Operations to provide insights that shape how we invest, grow, and scale.
  • At Apptegy, we are more than a tech company; we are partners dedicated to transforming how schools communicate and shape the future of education.
  • Your work here will directly empower districts to share their stories, engage their communities, and celebrate student success.
  • We're a team of thoughtful, high-performing individuals committed to making a tangible impact.
  • If you're looking for a dynamic environment where you'll be supported with exceptional mentorship and resources to grow your career, come build with us.
  • What Makes You Stand Out

Equal opportunity

  • Employer
  • Apptegy is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran or disabled status, or genetic information.
  • Apptegy is an equal-opportunity employer.
  • All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran or disabled status, or genetic information.
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This listing is sourced directly from Apptegy's careers page and normalized into a canonical job model.