[Remote] Lead Financial Analyst

Note: The job is a remote job and is open to candidates in USA. Apptegy is a company dedicated to transforming how schools communicate and shape the future of education. They are seeking a Lead Financial Analyst to join their FP&A team, responsible for driving financial clarity and strategic decision-making across the organization by owning critical planning and analysis processes. The ideal candidate will partner with senior leaders to provide insights that influence investment and growth strategies.

Responsibilities

• Own key parts of Apptegy’s planning cycle, including annual budgeting, quarterly forecasting, and long‑range planning
• 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
• 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, 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
• 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 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
• 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
• Design and run automated, AI-enabled processes that improve speed, accuracy, and data quality – and help teammates adopt them
• Mentor junior analysts and serve as a go-to FP&A resource beyond your immediate team
• Prepare concise materials and insights for leadership and board‑level reporting, and help evolve Apptegy’s planning processes as we scale

Skills

• 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
• Exceptional communication skills, with a track record of partnering with and influencing senior (Director/VP-level and above) leaders through financial analysis
• Full P&L exposure, including serving as a key driver in annual budget cycles
• Strong SaaS fluency – recurring-revenue metrics (ARR, NRR, GRR, LTV/CAC, payback) and the ability to turn insights into action
• 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
• Proven ability to operate autonomously and navigate ambiguity in a fast-moving, high-growth environment
• Bachelor's degree in Finance, Accounting, Economics, or a related discipline
• Experience in a B2B SaaS or subscription-based business with deep familiarity in recurring-revenue metrics and SaaS unit economics
• Experience working in a high-growth company where processes and systems are evolving
• Demonstrated 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

• Eligible for 10% bonus
• 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