Analyst, Financial Planning & Analysis

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

Benefits offered by this job

Health insurance

PTO

401(k) retirement plan

HSA/FSAs

Wellness programs

Parental leave

Fertility treatment coverage

Discounted pet insurance

Life and disability insurance

Job summary

EAB, a leading education research and advisory firm, seeks an Analyst for Financial Planning & Analysis in Washington, DC. You will work with senior executives, including the CFO, to model budgets, forecast performance, and report on financial results for internal and external stakeholders.

You will build financial models and dashboards, monitor performance against targets, and support ad-hoc analyses. A bachelor’s degree in finance, economics, or a related field and at least 1 year of

Qualifications

• Bachelor’s degree in finance, economics, business, or related field.
• Minimum 1+ years of professional experience.
• Advanced MS Excel skills.
• Experience with budgeting software.
• Experience developing financial models.
• Strong time management and ability to manage multiple projects.
• Experience using quantitative tools to analyze business data.
• Discretion handling sensitive information.

Responsibilities

• Support annual budgeting by modeling and analyzing goals across the firm and departments.
• Support development and maintenance of infrastructure for rapid reporting and analysis of key metrics.
• Create and maintain dashboards analyzing performance against metrics like cost, revenue and margin targets.
• Manage components of financial projections, monitor performance against forecast, and assist with soft close/quarter end projections; perform ad-hoc analysis.

Skills

Advanced MS Excel

Budgeting software

Financial modeling

Time management

Quantitative analytics

Discretion with sensitive info

Education

Bachelor’s degree in finance, economics, business

Tools

SQL

AI tools

Job description

Analyst, Financial Planning & Analysis

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 add to the team. The Analyst will participate as a key member of the Financial Planning & Analysis team to fulfill these various functions. The Analyst will report directly to the manager of FP&A. This role will also include direct interaction with the most senior members of the company’s management team such as the CFO and the leaders of the business units, the sales unit, and the corporate functions.

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

Primary Responsibilities

• Supporting the annual budgeting process by modeling and analyzing proposed financial goals across the firm and at the department level
• Supporting the development and maintenance of an infrastructure that facilitates rapid reporting and analysis of key metrics driving financial and operational performance
• Creating and maintaining department dashboards analyzing performance against key business metrics, including cost, revenue and margin targets
• Managing key components of the firm’s financial projections to ensure target accuracy, including
  • Working with business leaders to monitor performance against forecast
  • Working with the accounting team to develop soft close/quarter end financial projections
  • Analyzing 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 other related field
• Minimum 1+ years of professional experience
• Advanced MS Excel skills
• Experience with budgeting software
• Experience developing financial models
• Proven time management skills; ability to manage multiple simultaneous projects
• Strong academic or professional experience using quantitative analytical tools to assemble, analyze, and draw conclusions from business data
• Discretion in handling sensitive firm, department and individual performance information

Ideal Qualifications

• Resourcefulness and ability to procure detailed data and information
• Proven service orientation with attention to detail and follow-up
• Proven finance, strategy, and operational skills
• Experience with coding languages such as SQL and AI tools a plus
• Commitment to embracing a continual learning environment and contributing to a dynamic and welcoming culture of fairness, authenticity, and belonging in support of EAB’s mission, values, and aspiration

Compensation

The anticipated starting salary range for this role is $55,000 - $60,000 per year. Actual salary varies due to factors that may include but not be limited to relevant experience, skills, and location. At EAB, it is not typical for an individual to be hired at or near the top of the starting salary range for their role. This hire will additionally be eligible for discretionary bonus or incentive compensation. Variable compensation may depend on various factors, including, without limitation, individual and organizational performance.

Benefits

• Medical, dental, and vision insurance plans; dependents and domestic partners eligible
• 20+ days of PTO annually, in addition to paid firm and floating holidays
• Daytime leave policy for community service and flextime for fitness activities (up to 10 hours per month each)
• 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 and resources available to all employees and immediate family
• Wellness programs including gym discounts, incentives to promote healthy living, and family access to the leading app for sleep, meditation, and relaxation
• 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

Benefits kick in day one; learn more at eab.com/careers/benefits.

This opening is not eligible for visa sponsorship at this time; EAB will thus consider candidates who possess U.S. work authorization that does not require employment‑based visa sponsorship now or in the future.

At EAB, we believe that to fulfill our mission to make education smarter and our communities stronger we need team members who bring a diversity of perspectives to the table and are committed to fostering a workplace where each team member is valued, respected and heard.

To that end, EAB is an Equal Opportunity Employer, and we make employment decisions on the basis of qualifications, merit and business need. We don’t 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 appropriate law.