Analyst, Financial Planning & Analysis

EAB (Education Advisory Board); Washington (District of Columbia); On-site; USD 55,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

20+ days PTO

401(k) retirement savings plan

Flexible spending accounts

Employee assistance program

Wellness program

Parental leave

Life and disability insurance

Job summary

Education Advisory Board in Washington, DC seeks an Analyst to join the FP&A team. The role reports to the FP&A manager and offers exposure to CFO and business-unit leaders, with a focus on budgeting, reporting, and financial performance.

The analyst will model budgets, build dashboards, support forecasts, and interact with senior management on financial metrics and strategic analyses.

Qualifications

• Bachelor’s degree in finance, economics, business, or a related field.
• Minimum 1+ years of professional experience.
• Advanced MS Excel skills.
• Experience with budgeting software.
• Proven time‑management skills; ability to manage multiple simultaneous projects.
• Strong analytical skills using quantitative tools to assemble, analyze, and draw conclusions from business data.
• Discretion in handling sensitive performance information.

Responsibilities

• Support the annual budgeting process by modeling and analyzing proposed financial goals at the firm and department level.
• Support the development and maintenance of an infrastructure that facilitates rapid reporting and analysis of key metrics driving financial and operational performance.
• Create and maintain department dashboards analyzing performance against key business metrics, including cost, revenue, and margin targets.
• Manage key components of the firm’s financial projections to ensure target accuracy, including:
• Work with business leaders to monitor performance against forecast.
• Work with the accounting team to develop soft close/quarter‑end financial projections.
• Analyze specific financial and operational issues during the year, including ad‑hoc analysis, modeling, and forecasting.

Skills

MS Excel

Budgeting software

Time management

Data analysis

Discretion

SQL

AI tools

Education

Bachelor’s degree in finance, economics, business, or another related field

Job description

Analyst, Financial Planning & Analysis

Location: Washington, D.C.

Job Type: Full Time

Job Category: Finance/Accounting

Job Department: G&A

Job Family: Financial Planning & Analysis

Level: Experienced

The Finance team works with senior executives at the firm to develop budgets, projections, evaluate new investment opportunities, and analyze and report on financial performance for both internal and external stakeholders, including the firm’s private equity owners.

The Finance team is seeking an Analyst to join the team. The Analyst will be a key member of the Financial Planning & Analysis team, reporting directly to the manager of FP&A. This role will also include direct interaction with senior members of the company’s management team such as the CFO and leaders of the business units.

This opportunity is based in our Washington, D.C. office.

Primary Responsibilities

• Support the annual budgeting process by modeling and analyzing proposed financial goals at the firm and department level.
• Support the development and maintenance of an infrastructure that facilitates rapid reporting and analysis of key metrics driving financial and operational performance.
• Create and maintain department dashboards analyzing performance against key business metrics, including cost, revenue, and margin targets.
• Manage key components of the firm’s financial projections to ensure target accuracy, including:
• Work with business leaders to monitor performance against forecast.
• Work with the accounting team to develop soft close/quarter‑end financial projections.
• Analyze specific financial and operational issues during the year, including ad‑hoc analysis, modeling, and forecasting.

Basic Qualifications

• Bachelor’s degree in finance, economics, business, or another related field.
• Minimum 1 + years of professional experience.
• Advanced MS Excel skills.
• Experience with budgeting software.
• Proven time‑management skills; ability to manage multiple simultaneous projects.
• Strong analytical skills using quantitative tools to assemble, analyze, and draw conclusions from business data.
• Discretion in handling sensitive performance information.

Ideal Qualifications

• Resourcefulness and ability to procure detailed data and information.
• Service orientation with attention to detail and follow‑up.
• Finance, strategy, and operational skills.
• Experience with coding languages such as SQL and AI tools is a plus.
• Commitment to continuous learning and contributing to a dynamic, welcoming culture of fairness, authenticity, and belonging.

Compensation

The anticipated starting salary range for this role is $55,000 – $60,000 per year. Actual salary varies based on experience, skills, and location. The hire will also be eligible for discretionary bonus or incentive compensation. Variable compensation may depend on individual and organizational performance.

Benefits

• Medical, dental, and vision insurance plans; dependents and domestic partners eligible.
• 20+ days of PTO annually, plus paid firm and floating holidays.
• Daytime leave policy for community service and flextime for fitness activities (up to 10 hours per month).
• 401(k) retirement savings plan with annual discretionary company matching contribution.
• Health savings account, healthcare and dependent care flexible spending account, and pre‑tax commuter plans.
• Employee assistance program with counseling services.
• Wellness programs including gym discounts, incentive programs to promote healthy living, and family access to a leading sleep, meditation, and relaxation app.
• Fertility treatment coverage and adoption or surrogacy assistance.
• Paid parental leave with phase‑back to work program for birthing and non‑birthing parents.
• Access to milk shipping service to support nursing employees during business travel.
• Discounted pet health insurance coverage for dog and cat family members.
• Company‑provided life, AD&D, and disability insurance.
• Financial wellness resources and membership in a robust employee discount program.
• Access to employee resource groups, merit‑based advancement, and dynamic professional growth opportunities.

Visa Sponsorship

This opening is not eligible for visa sponsorship at this time; applicants must possess U.S. work authorization that does not require employment‑based visa sponsorship now or in the future.

Equal Employment Opportunity

At EAB, we believe that to fulfill our mission we need team members who bring a diversity of perspectives and are committed to fostering a workplace where every team member is valued, respected, and heard. We are an Equal Opportunity Employer and do not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, non‑disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by law.